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Name Holding Trade Value Shares
Change
Change in
Stake
WE
1776
Wealth Effects
Massachusetts
$727K -$28.8K -263 -4%
Trillium Asset Management
1777
Trillium Asset Management
Massachusetts
$726K -$7.13K -65 -1%
MCA
1778
Millennium Capital Advisors
Arkansas
$724K -$21.9K -200 -3%
AWAG
1779
ARS Wealth Advisors Group
Florida
$720K +$11.1K +101 +2%
CC
1780
Callan Capital
California
$719K -$1.86K -17 -0.3%
TFA
1781
Transamerica Financial Advisors
Florida
$719K +$691K +6,302 New
FPCP
1782
Fort Point Capital Partners
California
$719K +$42.3K +386 +7%
PCMC
1783
Paragon Capital Management (Colorado)
Colorado
$716K -$29.9K -273 -4%
GSB
1784
Greenfield Savings Bank
Massachusetts
$716K -$2.63K -24 -0.4%
Pure Financial Advisors
1785
Pure Financial Advisors
California
$715K -$1.14M -10,417 -62%
CWM
1786
Chesapeake Wealth Management
Virginia
$714K -$8.78K -80 -1%
MWM
1787
MGB Wealth Management
Texas
$714K -$1.1K -10 -0.2%
MAWA
1788
Moss Adams Wealth Advisors
Washington
$714K +$56.7K +517 +9%
CUAMC
1789
China Universal Asset Management Company
China
$713K +$391K +3,563 +133%
WDC
1790
Woodward Diversified Capital
California
$711K -$10.9K -99 -2%
WC
1791
Waterloo Capital
Texas
$708K -$50.1K -457 -7%
MCM
1792
McRae Capital Management
New Jersey
$708K – – –
WH
1793
Willner & Heller
California
$708K +$16.2K +148 +2%
LKIM
1794
Lawson Kroeker Investment Management
Nebraska
$708K -$21.1K -192 -3%
DIM
1795
Delta Investment Management
California
$708K -$47.7K -435 -7%
HFO
1796
Heritage Family Offices
Arizona
$705K -$3.51K -32 -0.5%
FMLI
1797
Fukoku Mutual Life Insurance
Japan
$705K – – –
Apella Capital
1798
Apella Capital
Connecticut
$704K +$20.3K +185 +3%
SWM
1799
Stockman Wealth Management
Montana
$703K -$48.6K -443 -7%
Advisory Alpha
1800
Advisory Alpha
Michigan
$703K +$26.3K +240 +4%