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Name Holding Trade Value Shares
Change
Change in
Stake
SAA
1551
Southeast Asset Advisors
Georgia
$413K +$58.2K +250 +16%
LJAC
1552
L.J. Altfest & Co
New York
$412K -$25.6K -110 -6%
HA
1553
Hofer & Associates
California
$412K +$1.63K +7 +0.4%
CSIA
1554
Carl Stuart Investment Advisor
Texas
$410K
TCBWMS
1555
Texas Capital Bank Wealth Management Services
Texas
$410K +$13.3K +57 +3%
FOA
1556
Five Oceans Advisors
California
$407K -$2.1K -9 -0.5%
MCCA
1557
Mill Creek Capital Advisors
Pennsylvania
$407K -$2.1K -9 -0.5%
AO
1558
Advisor OS
Illinois
$406K +$55K +236 +16%
SWM
1559
Shakespeare Wealth Management
Wisconsin
$404K
HWM
1560
Hemington Wealth Management
Virginia
$404K
CAL
1561
Capital Advisors Ltd
Ohio
$402K -$2.1K -9 -0.5%
TIMH
1562
Tilt Investment Management Holdings
New York
$401K -$108K -464 -21%
ZIG
1563
Zullo Investment Group
Pennsylvania
$401K +$18.4K +79 +5%
SAM
1564
Sawgrass Asset Management
Florida
$400K
BRM
1565
Boston Research & Management
Massachusetts
$399K
WG
1566
Welch Group
Alabama
$399K +$466 +2 +0.1%
Fidelity International
1567
Fidelity International
Bermuda
$397K +$397K +1,705 New
SCP
1568
Sandhill Capital Partners
New York
$396K
MWPCG
1569
Measured Wealth Private Client Group
New Hampshire
$395K
Canada Life
1570
Canada Life
Manitoba, Canada
$395K -$6.52K -28 -2%
CCA
1571
Childress Capital Advisors
Texas
$395K -$47.5K -204 -11%
AIA
1572
AIMZ Investment Advisors
California
$393K
LFP
1573
Leeward Financial Partners
Washington
$391K
BAM
1574
Bayshore Asset Management
Florida
$391K
WA
1575
Wambolt & Associates
Colorado
$391K -$88.1K -378 -18%