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Name Holding Trade Value Shares
Change
Change in
Stake
WCF
876
West Coast Financial
California
$681K +$19.1K +180 +3%
JPWM
877
Jamison Private Wealth Management
Georgia
$680K -$18.5K -174 -3%
ABWM
878
Alpine Bank Wealth Management
Colorado
$678K +$647K +6,100 New
LS
879
Livforsakringsbolaget Skandia
Sweden
$677K
SMC
880
Smith, Moore & Co
Missouri
$672K -$28.2K -266 -4%
GSCM
881
Greenfield Seitz Capital Management
Texas
$667K
CF
882
Convergence Financial
Missouri
$665K -$110K -1,040 -15%
HWMG
883
Hurlow Wealth Management Group
Indiana
$662K
GWSG
884
GPS Wealth Strategies Group
Colorado
$661K -$347K -3,274 -36%
CYG
885
Clean Yield Group
Vermont
$659K +$20.6K +194 +3%
JWCA
886
J.W. Coons Advisors
Ohio
$656K -$45.7K -431 -7%
MP
887
Moment Partners
California
$652K -$4.35K -41 -0.7%
BWM
888
Biltmore Wealth Management
Arizona
$651K
TAM
889
Trust Asset Management
Texas
$647K -$72.4K -683 -11%
PL
890
Plancorp LLC
Missouri
$642K +$11.6K +109 +2%
PFA
891
Pure Financial Advisors
California
$642K +$14.4K +136 +2%
GXJ
892
Global X Japan
Japan
$642K +$120K +1,127 +24%
SCM
893
SCS Capital Management
Massachusetts
$640K +$611K +5,759 New
KIA
894
KCM Investment Advisors
California
$637K
MIF
895
Mediolanum International Funds
Ireland
$634K -$565K -5,326 -48%
BPFA
896
Barnes Pettey Financial Advisors
Mississippi
$630K
SW
897
SkyOak Wealth
Michigan
$629K
CWM
898
Collaborative Wealth Management
Florida
$626K -$33K -311 -5%
RMP
899
Richards, Merrill & Peterson
Washington
$619K -$18.1K -171 -3%
SW
900
SVB Wealth
Massachusetts
$617K -$151K -1,423 -20%