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Name Holding Trade Value Shares
Change
Change in
Stake
AW
1401
Alaethes Wealth
Nevada
$790K +$3.4K +10 +0.4%
SS
1402
Sunbelt Securities
Texas
$786K -$289K -851 -27%
CAL
1403
Capital Analysts LLC
Pennsylvania
$786K -$4.83M -14,203 -86%
BCFD
1404
Boit C.F. David
$785K +$17K +50 +2%
TWP
1405
Tempus Wealth Planning
California
$780K +$65.3K +192 +9%
KJHP
1406
K.J. Harrison & Partners
Ontario, Canada
$774K +$752K +2,212 New
PWS
1407
Peloton Wealth Strategists
Indiana
$772K -$1.18M -3,465 -61%
ACIM
1408
Azimuth Capital Investment Management
Michigan
$771K -$6.8K -20 -0.9%
SL
1409
Sentinus LLC
Illinois
$771K +$461K +1,355 +160%
PFBT
1410
Parkside Financial Bank & Trust
Missouri
$770K +$9.86K +29 +1%
PG
1411
Proffitt & Goodson
Tennessee
$770K +$72.8K +214 +11%
UIM
1412
Unified Investment Management
Georgia
$766K +$29.2K +86 +4%
KFAS
1413
Keating Financial Advisory Services
Kansas
$764K +$742K +2,183 New
BA
1414
Ballast Advisors
Minnesota
$761K -$23.5K -69 -3%
KIC
1415
Kensington Investment Counsel
California
$760K +$90.8K +267 +14%
NFG
1416
Northbridge Financial Group
Florida
$758K +$737K +2,167 New
KMWM
1417
Keudell/Morrison Wealth Management
Oregon
$756K +$735K +2,161 New
MMG
1418
Monetary Management Group
Missouri
$754K +$231K +680 +46%
VST
1419
Van Strum & Towne
California
$754K -$211K -620 -22%
SEIA
1420
Signature Estate & Investment Advisors
California
$752K -$206K -606 -22%
GFP
1421
Gryphon Financial Partners
Ohio
$751K -$16.3K -48 -2%
1WA
1422
180 Wealth Advisors
Washington
$750K -$31.3K -92 -4%
PE
1423
PCM Encore
Colorado
$748K +$727K +2,137 New
FC
1424
Fairscale Capital
New Hampshire
$746K -$11.9K -35 -2%
VH
1425
Visionary Horizons
Tennessee
$746K +$41.5K +122 +6%