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Name Holding Trade Value Shares
Change
Change in
Stake
WA
1401
Wealth Architects
California
$18.3M -$138K -914 -0.7%
FG
1402
Foster Group
Iowa
$18.3M +$279K +1,842 +1%
MCA
1403
Millennium Capital Advisors
Arkansas
$18.2M -$297K -1,961 -1%
IIC
1404
Ironwood Investment Counsel
Arizona
$18.2M +$356K +2,354 +2%
UWM
1405
Udine Wealth Management
Florida
$18.2M +$339K +2,241 +2%
WEG
1406
World Equity Group
Illinois
$18.2M -$717K -4,736 -3%
SWA
1407
Sutton Wealth Advisors
Florida
$18.2M +$65.6K +433 +0.3%
AFA
1408
Arlington Financial Advisors
California
$18.1M +$6.06K +40 +0%
BMC
1409
Benin Management Corp
Connecticut
$18.1M -$404K -2,665 -2%
CAM
1410
Cypress Asset Management
Texas
$18.1M -$1.06M -6,975 -5%
BCB
1411
Brian C. Broderick
$18.1M -$194K -1,282 -1%
RIA
1412
RPG Investment Advisory
California
$18.1M +$113K +748 +0.6%
SMG
1413
Spectrum Management Group
Indiana
$18M +$1.09M +7,204 +6%
PT
1414
Plimoth Trust
Massachusetts
$18M -$622K -4,109 -3%
VAM
1415
Vontobel Asset Management
New York
$18M -$1.57M -10,395 -7%
PL
1416
Parthenon LLC
Kentucky
$18M +$28K +185 +0.1%
IC
1417
Intersect Capital
California
$18M -$4.88M -32,242 -20%
CWM
1418
Concentrum Wealth Management
California
$18M +$2.21M +14,582 +12%
CWS
1419
Cypress Wealth Services
California
$18M +$629K +4,155 +3%
ACM
1420
AlphaStar Capital Management
North Carolina
$18M -$1.16M -7,681 -6%
MCC
1421
Money Concepts Capital
Florida
$18M -$22.6M -149,462 -54%
WCM
1422
Whitener Capital Management
North Carolina
$17.9M -$366K -2,414 -2%
PWW
1423
Pettyjohn Wood & White
Virginia
$17.9M +$1.67M +11,034 +9%
BBNA
1424
Bremer Bank National Association
Minnesota
$17.9M -$437K -2,885 -2%
GEM
1425
Global Endowment Management
North Carolina
$17.9M +$434K +2,868 +2%