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Name Holding Trade Value Shares
Change
Change in
Stake
PFM
1651
Peak Financial Management
Massachusetts
$469K +$21.1K +421 +5%
SAM
1652
Summit Asset Management
Tennessee
$468K -$11.9K -238 -2%
CAG
1653
Crestwood Advisors Group
Massachusetts
$467K -$32.8K -653 -6%
WCM
1654
Windsor Capital Management
Arizona
$465K -$169K -3,360 -26%
GAM
1655
Garrison Asset Management
Arkansas
$464K -$37.7K -752 -7%
PFA
1656
Paradigm Financial Advisors
Missouri
$464K +$201 +4 +0%
PIM
1657
Perkins Investment Management
Illinois
$463K -$5.22M -104,062 -92%
JGIA
1658
Jackson Grant Investment Advisers
Connecticut
$462K -$625K -12,448 -57%
MMA
1659
Miracle Mile Advisors
California
$461K -$397K -7,905 -46%
EMA
1660
Efficient Market Advisors
California
$461K
AB
1661
Atlas Brown
Kentucky
$460K +$72.3K +1,441 +18%
CBA
1662
Coastal Bridge Advisors
Connecticut
$459K -$26.5K -529 -5%
HPWM
1663
Highland Private Wealth Management
Washington
$456K +$12.5K +249 +3%
TCM
1664
Traynor Capital Management
Pennsylvania
$455K +$273K +5,440 +130%
PFBT
1665
Parkside Financial Bank & Trust
Missouri
$452K +$602 +12 +0.1%
SCP
1666
Sandhill Capital Partners
New York
$449K -$126K -2,502 -21%
VNA
1667
VNBTrust National Association
Virginia
$448K -$54.9K -1,095 -11%
SIC
1668
Shoker Investment Counsel
Ohio
$446K +$23.4K +466 +5%
PCMC
1669
Paragon Capital Management (Colorado)
Colorado
$446K +$597K +11,900 New
RFS
1670
Rockefeller Financial Services
New York
$442K -$10K -200 -2%
PCMM
1671
Private Capital Management (Minnesota)
Minnesota
$441K +$110K +2,200 +32%
CWA
1672
Cypress Wealth Advisors
California
$439K -$203K -4,043 -31%
KKAMG
1673
Kernodle & Katon Asset Management Group
Arkansas
$436K +$93.7K +1,867 +26%
EM
1674
ELCO Management
New York
$435K +$10.5K +210 +2%
PCTC
1675
Perkins Coie Trust Company
Washington
$433K -$6.72K -134 -1%