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Name Holding Trade Value Shares
Change
Change in
Stake
CCA
1326
Cobblestone Capital Advisors
New York
$1.47M -$9.79K -84 -0.7%
BC
1327
Burleson & Co
California
$1.47M -$20.4K -175 -1%
CPWA
1328
Cerro Pacific Wealth Advisors
California
$1.46M +$1.47M +12,610 New
BJL
1329
Brighton Jones LLC
Washington
$1.46M -$182K -1,564 -11%
SRSA
1330
S.R. Schill & Associates
Washington
$1.45M +$66.6K +571 +5%
LWM
1331
Loveless Wealth Management
Montana
$1.45M -$4.08K -35 -0.3%
BFG
1332
Beacon Financial Group
Texas
$1.44M +$47.3K +406 +3%
W
1333
Wealthquest
Ohio
$1.44M +$202K +1,734 +16%
LWAC
1334
Laurel Wealth Advisors (California)
California
$1.43M +$103K +883 +8%
AWA
1335
Arkadios Wealth Advisors
Georgia
$1.43M +$720K +6,177 +100%
VI
1336
Versor Investments
New York
$1.43M +$816K +7,000 +132%
CWM
1337
Chesapeake Wealth Management
Virginia
$1.43M -$147K -1,261 -9%
CIA
1338
Capital Investment Advisors
Georgia
$1.42M -$23.7K -203 -2%
SP
1339
Symmetry Partners
Connecticut
$1.42M -$136K -1,165 -9%
OBGC
1340
O'Brien Greene & Co
Pennsylvania
$1.42M +$5.83K +50 +0.4%
FGP
1341
Foyston, Gordon, & Payne
Ontario, Canada
$1.41M -$69.9K -600 -5%
MWM
1342
Mission Wealth Management
California
$1.41M -$175K -1,497 -11%
RBFC
1343
Roman Butler Fullerton & Co
Missouri
$1.41M +$8.04K +69 +0.6%
MA
1344
Modus Advisors
Minnesota
$1.41M
1IA
1345
1834 Investment Advisors
Wisconsin
$1.4M -$83K -712 -6%
DPI
1346
Diversified Portfolios Inc
Michigan
$1.4M +$524K +4,492 +59%
HL
1347
HeadInvest LLC
Maine
$1.4M +$15.7K +135 +1%
GRQ
1348
Gardner Russo & Quinn
Pennsylvania
$1.39M
TW
1349
Transform Wealth
Colorado
$1.38M +$57.4K +492 +4%
CFSG
1350
Community Financial Services Group
Vermont
$1.38M +$38.1K +327 +3%