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Name Holding Trade Value Shares
Change
Change in
Stake
BFA
826
Beaumont Financial Advisors
Massachusetts
$317K
MGP
827
Metis Global Partners
California
$314K +$302K +5,385 New
GDP
828
Great Diamond Partners
Maine
$311K -$8.29K -148 -3%
BWM
829
Biltmore Wealth Management
Arizona
$310K
SIM
830
Sentry Investment Management
Wisconsin
$304K
WP
831
WMS Partners
Maryland
$301K -$35.1K -627 -11%
GIA
832
GHP Investment Advisors
Colorado
$298K -$95.3K -1,701 -25%
EDRIA
833
Edmonds Duncan Registered Investment Advisors
Kansas
$298K
RWA
834
Ropes Wealth Advisors
Massachusetts
$297K
TFA
835
Triad Financial Advisors
North Carolina
$297K +$285K +5,093 New
AG
836
AIA Group
Hong Kong
$295K -$56.3K -1,005 -17%
HWMG
837
Hurlow Wealth Management Group
Indiana
$294K
PCA
838
Personal Capital Advisors
California
$294K +$8.35K +149 +3%
KCM
839
Kanawha Capital Management
Virginia
$293K -$9.25K -165 -3%
TS
840
Tamar Securities
California
$293K +$560 +10 +0.2%
PL
841
Plancorp LLC
Missouri
$293K +$3.03K +54 +1%
WAP
842
Wealthcare Advisory Partners
Pennsylvania
$291K -$29.9K -534 -10%
Los Angeles Capital Management
843
Los Angeles Capital Management
California
$291K +$280K +4,991 New
FFS
844
Founders Financial Securities
Maryland
$289K +$6.61K +118 +2%
RSWM
845
Robertson Stephens Wealth Management
California
$289K +$278K +4,966 New
SFWA
846
Summit Financial Wealth Advisors
Louisiana
$288K
APP
847
Alpha Paradigm Partners
Illinois
$287K -$490K -8,738 -64%
WT
848
Washington Trust
Rhode Island
$286K -$36.6K -653 -12%
IB
849
Intrust Bank
Kansas
$286K
ACM
850
Allred Capital Management
Texas
$286K +$1.06K +19 +0.4%