Name Holding Trade Value Shares
Change
Change in
Stake
TC
2101
Tatro Capital
Kentucky
$659K +$297K +5,005 +81%
Financial Engines Advisors
2102
Financial Engines Advisors
California
$656K -$1.25K -21 -0.2%
TCMG
2103
TSP Capital Management Group
New Jersey
$656K +$663K +11,168 New
ARTA
2104
A.R.T. Advisors
New York
$654K -$65.3K -1,100 -9%
TCWM
2105
Total Clarity Wealth Management
Illinois
$652K +$60.6K +1,020 +10%
OIM
2106
Oder Investment Management
California
$651K +$656K +11,053 New
LB
2107
Legacy Bridge
Iowa
$650K +$197K +3,325 +43%
TCM
2108
Tuttle Capital Management
Connecticut
$650K +$202K +3,405 +44%
FAT
2109
First American Trust
California
$649K +$34.5K +581 +6%
BCM
2110
Buckhead Capital Management
Georgia
$649K +$46K +775 +8%
SDH
2111
Sloy Dahl & Holst
Washington
$649K +$53.6K +903 +9%
BCA
2112
Berman Capital Advisors
Georgia
$648K +$83K +1,397 +14%
SG
2113
Swarthmore Group
Pennsylvania
$647K -$7.24M -121,830 -92%
SA
2114
Shilanski & Associates
Alaska
$646K -$10.2K -171 -2%
WDG
2115
Wealth Dimensions Group
Ohio
$643K +$650K +10,945 New
SWMP
2116
Signature Wealth Management Partners
New Jersey
$643K +$650K +10,951 New
WA
2117
Wealth Architects
California
$642K -$36.5K -614 -5%
PWM
2118
Palumbo Wealth Management
New York
$640K +$647K +10,900 New
OBGC
2119
O'Brien Greene & Co
Pennsylvania
$637K +$365K +6,147 +131%
MFGM
2120
Marshall Financial Group (Maryland)
Maryland
$637K +$644K +10,844 New
LFASL
2121
Lugano Financial Advisors SA (LFA)
Switzerland
$635K +$391K +6,580 +156%
BWM
2122
BCGM Wealth Management
Indiana
$635K +$696K +11,717 New
ECM
2123
Elgethun Capital Management
South Dakota
$634K +$10.2K +171 +2%
OWP
2124
Obermeyer Wealth Partners
Colorado
$631K +$31.1K +524 +5%
SIC
2125
Shoker Investment Counsel
Ohio
$628K +$136K +2,285 +27%