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Name Holding Trade Value Shares
Change
Change in
Stake
SW
776
SkyOak Wealth
Michigan
$531K -$46.8K -630 -8%
MSAM
777
Moloney Securities Asset Management
Missouri
$529K
PFS
778
Physicians Financial Services
North Carolina
$529K
GA
779
Geller Advisors
New York
$529K -$62.7K -844 -11%
ICG
780
InterOcean Capital Group
Tennessee
$524K +$2.45K +33 +0.5%
RMC
781
Resources Management Corp
Connecticut
$521K -$7.42K -100 -1%
GAM
782
GEM Asset Management
Michigan
$521K
CCA
783
Checchi Capital Advisers
California
$519K -$6.24K -84 -1%
HCA
784
Horan Capital Advisors
Ohio
$519K
CFB
785
Cullen/Frost Bankers
Texas
$518K
ACM
786
AlphaStar Capital Management
North Carolina
$517K +$8.98K +121 +2%
SMC
787
Smith, Moore & Co
Missouri
$517K +$74 +1 +0%
FTWA
788
Fifth Third Wealth Advisors
Ohio
$517K +$500K +6,737 New
AWA
789
Acorn Wealth Advisors
Michigan
$516K +$223 +3 +0%
JPWM
790
Jamison Private Wealth Management
Georgia
$515K +$498K +6,704 New
PWP
791
Phillips Wealth Planners
Mississippi
$512K +$148 +2 +0%
SFG
792
Steward Financial Group
Texas
$512K +$2.82K +38 +0.6%
CFAM
793
Center For Asset Management
Florida
$511K -$18.6K -250 -4%
GRP
794
Global Retirement Partners
California
$507K +$14.5K +195 +3%
WCWM
795
Willow Creek Wealth Management
California
$505K +$148 +2 +0%
SIA
796
Schechter Investment Advisors
Michigan
$502K +$742 +10 +0.2%
TAM
797
Trust Asset Management
Texas
$499K
GC
798
Grimes & Company
Massachusetts
$493K +$668 +9 +0.1%
DP
799
Dearborn Partners
Illinois
$492K +$31.5K +424 +7%
CI
800
Cigna Investments
Connecticut
$492K -$65K -875 -12%