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Name Holding Trade Value Shares
Change
Change in
Stake
RZH
951
Relyea Zuckerberg Hanson
Connecticut
$398K +$10.4K +121 +3%
WG
952
Watchman Group
Texas
$395K +$4.56K +53 +1%
PP
953
Patten & Patten
Tennessee
$395K -$48.1K -560 -11%
MGIA
954
Moneta Group Investment Advisors
Missouri
$394K +$30K +349 +9%
BHWM
955
Bar Harbor Wealth Management
New Hampshire
$394K -$1.72K -20 -0.5%
FHA
956
Flagship Harbor Advisors
Massachusetts
$394K +$18.2K +212 +5%
AAS
957
Annex Advisory Services
Wisconsin
$394K +$8.6K +100 +2%
MWPCG
958
Measured Wealth Private Client Group
New Hampshire
$393K – – –
OIC
959
Orion Investment Company
Missouri
$393K +$378K +4,400 New
BPCA
960
Bank Pictet & Cie (Asia)
Singapore
$391K – – –
MAM
961
Madison Asset Management
Wisconsin
$390K -$68.7K -799 -15%
CCWM
962
Cassaday & Co Wealth Management
Virginia
$387K +$8.94K +104 +2%
TPA
963
Trivium Point Advisory
Connecticut
$384K +$370K +4,303 New
GEA
964
Glen Eagle Advisors
New Jersey
$383K -$4.3K -50 -1%
FWM
965
Fairhaven Wealth Management
Illinois
$383K -$172 -2 -0%
BCMLT
966
Beacon Capital Management LLC (Tennessee)
Tennessee
$382K – – –
TA
967
TrueWealth Advisors
Alabama
$377K +$344 +4 +0.1%
DAS
968
Dynamic Advisor Solutions
Arizona
$377K -$49.3K -573 -12%
SIA
969
Sit Investment Associates
Minnesota
$375K – – –
HSWM
970
Hubbell Strickland Wealth Management
Louisiana
$371K +$258 +3 +0.1%
BIG
971
Brooklyn Investment Group
New York
$371K – – –
BWM
972
Baron Wealth Management
Michigan
$370K +$36K +419 +11%
PM
973
Penbrook Management
New York
$366K – – –
NCFG
974
New Century Financial Group
New Jersey
$366K +$352K +4,097 New
SAM
975
Strategy Asset Managers
California
$362K +$22.1K +257 +5%