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Name Holding Trade Value Shares
Change
Change in
Stake
WP
1076
WealthPLAN Partners
Nebraska
$40.7M -$3.1M -15,336 -7%
BA
1077
Bristlecone Advisors
Washington
$40.7M -$1.08M -5,348 -3%
GL
1078
Graypoint LLC
New York
$40.6M -$2.12M -10,480 -5%
TA
1079
TruWealth Advisors
Louisiana
$40.5M +$1.64M +8,144 +4%
SA
1080
Strategic Advisors
New York
$40.4M -$640K -3,168 -2%
CAL
1081
Capital Analysts LLC
Pennsylvania
$40.4M -$69.7K -345 -0.2%
SGK
1082
Steigerwald Gordon & Koch
Virginia
$40.3M -$191K -947 -0.5%
SAI
1083
Savvy Advisors Inc
New York
$40.2M +$11M +54,426 +39%
Financial Engines Advisors
1084
Financial Engines Advisors
California
$40.1M +$5.67M +28,061 +17%
ANBT
1085
American National Bank & Trust
Texas
$40.1M +$917K +4,543 +2%
CRB
1086
Chad R. Baker
$40.1M
SAG
1087
SageView Advisory Group
California
$40M -$271K -1,341 -0.7%
SW
1088
Solidarity Wealth
Utah
$39.8M -$33.9K -168 -0.1%
OC
1089
Oakmont Corp
California
$39.7M -$148K -731 -0.4%
RP
1090
Rice Partnership
Hawaii
$39.7M -$57K -282 -0.1%
BIP
1091
Blue Investment Partners
California
$39.7M -$38.8K -192 -0.1%
SDH
1092
Sloy Dahl & Holst
Washington
$39.6M -$5.77M -28,552 -13%
AA
1093
Auxano Advisors
Washington
$39.6M +$9.85M +48,754 +34%
GXJ
1094
Global X Japan
Japan
$39.6M +$6.18M +30,577 +19%
VWM
1095
Valley Wealth Managers
New Jersey
$39.3M -$886K -4,389 -2%
NGA
1096
Naples Global Advisors
Florida
$39.2M +$200K +988 +0.5%
RG
1097
Renaissance Group
Kentucky
$38.9M +$286K +1,418 +0.8%
IPW
1098
Invictus Private Wealth
Colorado
$38.8M -$560K -2,774 -1%
AWM
1099
Avior Wealth Management
Nebraska
$38.7M +$693K +3,430 +2%
AMI
1100
Amica Mutual Insurance
Rhode Island
$38.7M -$3.74M -18,503 -9%