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Name Holding Trade Value Shares
Change
Change in
Stake
CFFP
1226
Center for Financial Planning
Michigan
$1.81M
MCCP
1227
Mission Creek Capital Partners
California
$1.81M +$200K +1,772 +6%
BPWM
1228
Badgley Phelps Wealth Managers
Washington
$1.8M +$251K +2,224 +15%
VIA
1229
Virtus Investment Advisers
Connecticut
$1.8M +$1.98M +17,527 New
BP
1230
BNP Paribas
France
$1.8M -$355K -3,141 -15%
EW
1231
Evoke Wealth
California
$1.79M -$408K -3,614 -17%
MCM
1232
Manchester Capital Management
Vermont
$1.79M -$68.7K -608 -3%
SC
1233
Sapient Capital
Indiana
$1.79M -$1.17M -10,350 -37%
XWL
1234
XXI Wealth LLC
Illinois
$1.79M -$738K -6,539 -27%
WIA
1235
Wealthedge Investment Advisors
New York
$1.78M +$1.96M +17,380 New
BFC
1236
Blue Fin Capital
Rhode Island
$1.78M -$57.6K -510 -3%
Dodge & Cox
1237
Dodge & Cox
California
$1.78M
PI
1238
PFG Investments
New York
$1.78M +$51K +452 +3%
EM
1239
ELCO Management
New York
$1.77M
IAS
1240
Investment Advisory Services
Texas
$1.76M -$213K -1,886 -10%
CL
1241
CIM LLC
New York
$1.75M +$14.9K +132 +0.8%
FPAS
1242
Focus Partners Advisor Solutions
Missouri
$1.75M -$87.2K -772 -4%
SC
1243
Searle & Co
Connecticut
$1.75M -$22.6K -200 -1%
RP
1244
Riverbridge Partners
Minnesota
$1.74M +$729K +6,459 +61%
TC
1245
Truvestments Capital
Florida
$1.74M -$1.64M -14,503 -46%
ILI
1246
Invesco LLC (Illinois)
Illinois
$1.74M -$77K -682 -4%
CIAS
1247
CFS Investment Advisory Services
New Jersey
$1.74M -$55.1K -488 -3%
LAM
1248
Lewis Asset Management
California
$1.73M +$903 +8 +0%
ISB
1249
Iowa State Bank
Iowa
$1.73M +$331K +2,934 +21%
XF
1250
XML Financial
Maryland
$1.72M -$199K -1,761 -10%