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Name Holding Trade Value Shares
Change
Change in
Stake
PPW
1701
Parcion Private Wealth
Washington
$513K
APW
1702
Acima Private Wealth
Virginia
$512K
CAM
1703
Covenant Asset Management
New Jersey
$507K +$5.6K +62 +1%
BFPW
1704
BOK Financial Private Wealth
Colorado
$505K -$9.67K -107 -2%
WFMPM
1705
Woodley Farra Manion Portfolio Management
Indiana
$503K +$37.5K +415 +8%
SLG
1706
Stanley-Laman Group
Pennsylvania
$502K +$497K +5,494 New
IPW
1707
Inlet Private Wealth
Florida
$499K
RM
1708
Resource Management
Louisiana
$496K -$92.6K -1,024 -16%
FCA
1709
FLC Capital Advisors
California
$492K -$39.4K -436 -8%
MCM
1710
Mengis Capital Management
Oregon
$491K -$70K -775 -13%
ARMC
1711
American Research & Management Company
Massachusetts
$491K +$3.16K +35 +0.7%
JIM
1712
Jupiter Investment Management
United Kingdom
$491K +$57.8K +640 +14%
GRP
1713
Global Retirement Partners
California
$490K -$31.5K -349 -6%
DLCIG
1714
D.L. Carlson Investment Group
New Hampshire
$488K -$109K -1,210 -18%
TPWA
1715
TRUE Private Wealth Advisors
Oregon
$487K +$542 +6 +0.1%
AFC
1716
AFT Forsyth & Company
Florida
$487K +$26.7K +295 +6%
BP
1717
Broadleaf Partners
Ohio
$485K
NFC
1718
Northeast Financial Consultants
Connecticut
$484K -$371K -4,100 -44%
SFSG
1719
Sound Financial Strategies Group
Mississippi
$482K -$90 -1 -0%
BOPW
1720
Brandywine Oak Private Wealth
Pennsylvania
$482K +$181 +2 +0%
TA
1721
TFG Advisers
Michigan
$482K +$13.3K +147 +3%
GI
1722
Glovista Investments
New Jersey
$481K
SIM
1723
SSI Investment Management
California
$480K -$4.16K -46 -0.9%
SIA
1724
Strategic Investment Advisors
Michigan
$478K +$32.8K +363 +7%
BEC
1725
Blue Edge Capital
Virginia
$477K