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Name Holding Trade Value Shares
Change
Change in
Stake
BFA
1426
Beaumont Financial Advisors
Massachusetts
$884K +$124K +256 +17%
AWM
1427
Atticus Wealth Management
Florida
$882K +$48.8K +101 +6%
FWIA
1428
Fort Washington Investment Advisors
Ohio
$877K +$6.28K +13 +0.7%
BCWM
1429
Bartlett & Co Wealth Management
Ohio
$870K +$25.6K +53 +3%
BC
1430
Bartlett & Co
Ohio
$870K +$25.6K +53 +3%
TPM
1431
Triasima Portfolio Management
Quebec, Canada
$870K +$841K +1,740 New
PWM
1432
Perigon Wealth Management
California
$865K +$102K +212 +14%
AC
1433
Avestar Capital
New York
$864K +$95.7K +198 +13%
NHC
1434
Nicholas Hoffman & Company
Georgia
$861K -$62.8K -130 -7%
DCM
1435
Davidson Capital Management
Texas
$861K +$23.7K +49 +3%
PHAM
1436
Palisades Hudson Asset Management
Florida
$859K
FFG
1437
Frisch Financial Group
New York
$859K +$43K +89 +5%
NIP
1438
Nicholas Investment Partners
California
$859K +$248K +514 +43%
AWC
1439
Abundance Wealth Counselors
Pennsylvania
$858K -$65.2K -135 -7%
TCM
1440
Tributary Capital Management
Nebraska
$858K -$12.1K -25 -1%
EHWM
1441
Eads & Heald Wealth Management
Georgia
$858K +$204K +422 +33%
GWM
1442
Geneos Wealth Management
Colorado
$858K +$413K +854 +44%
LSV Asset Management
1443
LSV Asset Management
Illinois
$850K -$96.6K -200 -11%
DA
1444
Dillon & Associates
Michigan
$850K -$43.5K -90 -5%
SC
1445
Shay Capital
New York
$850K +$821K +1,700 New
WA
1446
Wealth Architects
California
$847K +$483 +1 +0.1%
HCM
1447
Hall Capital Management
Rhode Island
$847K +$95.2K +197 +13%
SIAG
1448
Signet Investment Advisory Group
Rhode Island
$846K +$817K +1,691 New
PIMG
1449
Patriot Investment Management Group
Tennessee
$841K +$1.45K +3 +0.2%
AA
1450
Auxano Advisors
Washington
$841K +$14K +29 +2%