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Name Holding Trade Value Shares
Change
Change in
Stake
FPFS
1276
First Personal Financial Services
North Carolina
$473K -$88.3K -300 -17%
MCM
1277
McKinley Capital Management
Alaska
$470K +$13.8K +47 +3%
GLI
1278
Guardian Life Insurance
New York
$469K
DA
1279
Dillon & Associates
Michigan
$468K +$136K +463 +49%
SFG
1280
Sather Financial Group
Texas
$466K
Grantham, Mayo, Van Otterloo & Co (GMO)
1281
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$462K -$206K -700 -33%
TIA
1282
Tiemann Investment Advisors
California
$462K -$44.1K -150 -10%
TPWA
1283
TRUE Private Wealth Advisors
Oregon
$462K +$412K +1,401 New
HCM
1284
Howland Capital Management
Massachusetts
$458K +$4.71K +16 +1%
EW
1285
Evoke Wealth
California
$456K +$353K +1,201 +656%
VWM
1286
Vigilare Wealth Management
Arizona
$455K +$374K +1,271 New
MA
1287
Mutual Advisors
Nebraska
$452K +$44.4K +151 +12%
LCP
1288
Legacy Capital Partners
Wisconsin
$452K +$403K +1,370 New
GCP
1289
GSA Capital Partners
United Kingdom
$449K +$400K +1,360 New
SIAP
1290
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$447K
GI
1291
Gradient Investments
Minnesota
$443K -$2.67M -9,062 -87%
SEIA
1292
Signature Estate & Investment Advisors
California
$442K -$1.76K -6 -0.4%
PMFA
1293
Plante Moran Financial Advisors
Michigan
$438K +$16.8K +57 +4%
HHGA
1294
Halbert Hargrove Global Advisors
California
$434K -$35K -119 -8%
BFA
1295
Beaumont Financial Advisors
Massachusetts
$434K +$159K +542 +70%
TW
1296
TrinityPoint Wealth
Connecticut
$430K
FL
1297
Fort LP
Maryland
$429K +$352K +1,198 +1,175%
JIC
1298
Joel Isaacson & Co
New York
$427K
PPCM
1299
Pillar Pacific Capital Management
California
$427K +$20.6K +70 +6%
SWA
1300
Sutton Wealth Advisors
Florida
$426K