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Name Holding Trade Value Shares
Change
Change in
Stake
ACA
1901
Aptus Capital Advisors
Alabama
$510K -$19.8K -343 -4%
CWM
1902
Confluence Wealth Management
Oregon
$504K +$24.8K +431 +5%
PWPS
1903
Pinnacle Wealth Planning Services
Ohio
$504K +$71.1K +1,234 +16%
DTL
1904
Dynamic Technology Lab
Singapore
$504K +$509K +8,830 New
NAM
1905
NorthCoast Asset Management
Connecticut
$503K +$5.3K +92 +1%
PGAM
1906
Princeton Global Asset Management
New Jersey
$502K +$30K +520 +6%
PWMG
1907
Prestige Wealth Management Group
New Jersey
$502K +$46.7K +810 +10%
MCM
1908
McRae Capital Management
New Jersey
$500K +$8.64K +150 +2%
JIP
1909
Jaffetilchin Investment Partners
Florida
$498K -$86.7K -1,505 -15%
RC
1910
Reik & Co
New York
$497K +$19K +330 +4%
MA
1911
MCF Advisors
Kentucky
$496K
RTC
1912
Riverview Trust Company
Washington
$495K -$4.38K -76 -0.9%
HS
1913
HighVista Strategies
Massachusetts
$491K -$34.6K -600 -7%
KIA
1914
Kopp Investment Advisors
Minnesota
$487K -$284K -4,936 -37%
WCM
1915
Windsor Capital Management
Arizona
$487K +$28.6K +496 +6%
GC
1916
Gilbert & Cook
Iowa
$487K +$34.1K +592 +7%
VCM
1917
Vivaldi Capital Management
Illinois
$485K +$18.7K +325 +4%
FC
1918
Financial Consulate
Maryland
$483K -$20.6K -358 -4%
CWG
1919
Cornerstone Wealth Group
North Carolina
$482K -$54.6K -948 -10%
KBG
1920
Kahn Brothers Group
New York
$478K +$482K +8,362 New
OCM
1921
One Capital Management
California
$476K -$13.2K -229 -3%
BSG
1922
Black Swift Group
Colorado
$475K -$25.1K -435 -5%
IC
1923
Investment Counsel
Michigan
$475K
AFC
1924
AFT Forsyth & Company
Florida
$472K
BI
1925
Ballast Inc
Kentucky
$467K -$1.09K -19 -0.2%