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Name Holding Trade Value Shares
Change
Change in
Stake
SHIM
2851
Stone House Investment Management
Pennsylvania
$442K +$1.25K +24 +0.3%
BA
2852
Ballew Advisors
Mississippi
$441K +$6.48K +124 +2%
SCM
2853
Stevens Capital Management
Pennsylvania
$441K +$412K +7,884 New
MWC
2854
MKD Wealth Coaches
Michigan
$436K -$342K -6,536 -46%
WFMPM
2855
Woodley Farra Manion Portfolio Management
Indiana
$434K -$12.3K -236 -3%
CIM
2856
Confluence Investment Management
Missouri
$431K +$22K +420 +6%
BEI
2857
Benjamin Edwards Inc
Missouri
$428K +$24.7K +472 +7%
BC
2858
Barnett & Company
Tennessee
$423K +$3.14K +60 +0.8%
CA
2859
Corrado Advisors
New Jersey
$421K -$17.8K -340 -4%
Financial Engines Advisors
2860
Financial Engines Advisors
California
$421K +$393K +7,512 New
SRCM
2861
Swift Run Capital Management
Virginia
$416K
DACG
2862
Donor Advised Charitable Giving
California
$414K -$10.5K -200 -3%
SPIO
2863
Seven Post Investment Office
California
$414K
GEM
2864
Global Endowment Management
North Carolina
$409K -$46.6K -892 -11%
CIC
2865
Chase Investment Counsel
Virginia
$408K +$10.9K +208 +3%
PEA
2866
Pacific Edge Advisors
California
$403K
RBCM
2867
Raub Brock Capital Management
California
$403K
RHJA
2868
Rice Hall James & Associates
California
$401K
CWM
2869
CCG Wealth Management
California
$398K +$51.9K +992 +16%
BCM
2870
Brookmont Capital Management
Texas
$395K -$5.86K -112 -2%
CCM
2871
Compass Capital Management
Minnesota
$393K
5L
2872
55I LLC
Massachusetts
$392K +$35.1K +672 +11%
WCM
2873
Wealthcare Capital Management
Virginia
$391K
MSWMA
2874
Market Street Wealth Management Advisors
Indiana
$389K +$209 +4 +0.1%
MFGP
2875
Marshall Financial Group (Pennsylvania)
Pennsylvania
$386K -$13K -248 -3%