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Name Holding Trade Value Shares
Change
Change in
Stake
NEPWA
1326
New England Private Wealth Advisors
Massachusetts
$738K +$17.1K +244 +2%
RI
1327
Ridgewood Investments
New Jersey
$735K
CPO
1328
Cerity Partners OCIO
New York
$734K -$23.3K -331 -3%
VIM
1329
Vista Investment Management
Pennsylvania
$734K -$5.2K -74 -0.7%
SKK
1330
Shepherd Kaplan Krochuk
Massachusetts
$733K
CCM
1331
Cohen Capital Management
California
$726K
WC
1332
Weil Company
California
$726K
BCM
1333
Becker Capital Management
Oregon
$722K
MWM
1334
Mission Wealth Management
California
$719K +$19.7K +281 +3%
RHJA
1335
Rice Hall James & Associates
California
$718K -$363K -5,163 -34%
CIA
1336
Capital Investment Advisors
Georgia
$717K +$8.01K +114 +1%
SS
1337
Sunbelt Securities
Texas
$716K -$125K -1,782 -15%
MVIP
1338
Mar Vista Investment Partners
California
$715K
ACP
1339
Aviance Capital Partners
Florida
$714K +$4.36K +62 +0.6%
ANRIA
1340
American National Registered Investment Advisor
Texas
$713K
OWA
1341
Outlook Wealth Advisors
Texas
$713K +$692K +9,850 New
LRPA
1342
L. Roy Papp & Associates
Arizona
$711K +$51.7K +736 +8%
WKWM
1343
Walter & Keenan Wealth Management
Indiana
$706K
WB
1344
Webster Bank
Connecticut
$704K
LIM
1345
Loudon Investment Management
New Hampshire
$700K -$8.79K -125 -1%
KWMG
1346
King Wealth Management Group
Florida
$699K +$17.1K +244 +3%
ZCI
1347
Zevenbergen Capital Investments
Washington
$698K +$20.7K +295 +3%
ACI
1348
Alpha Cubed Investments
California
$695K -$143K -2,036 -17%
SBIA
1349
Sheaff Brock Investment Advisors
Indiana
$691K -$178K -2,526 -21%
ACS
1350
Archford Capital Strategies
Illinois
$690K