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Name Holding Trade Value Shares
Change
Change in
Stake
AFS
1251
Access Financial Services
Minnesota
$1.35M +$208K +832 +20%
CHJWM
1252
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.35M -$105K -420 -8%
TCM
1253
Twin Capital Management
Pennsylvania
$1.35M -$6.74K -27 -0.5%
MPPW
1254
Mitchell & Pahl Private Wealth
Oklahoma
$1.35M +$127K +509 +11%
EWM
1255
Empirical Wealth Management
Washington
$1.34M +$30.7K +123 +3%
AL
1256
Aspiriant LLC
California
$1.34M +$60.4K +242 +5%
GC
1257
Garde Capital
Washington
$1.34M -$85.3K -342 -6%
CIA
1258
Compass Ion Advisors
Pennsylvania
$1.34M +$1.24M +4,970 New
STA
1259
Summit Trail Advisors
New York
$1.33M +$167K +670 +16%
CAM
1260
Covenant Asset Management
New Jersey
$1.33M +$7.74K +31 +0.6%
LAS
1261
Lloyd Advisory Services
Georgia
$1.33M +$1.24M +4,957 New
NG
1262
Norden Group
Utah
$1.33M +$1.24M +4,957 New
CWP
1263
Concord Wealth Partners
Virginia
$1.33M +$3.49K +14 +0.3%
DI
1264
Diligent Investors
California
$1.32M +$42.4K +170 +4%
VWM
1265
Venturi Wealth Management
Texas
$1.32M +$674K +2,702 +122%
WI
1266
WrapManager Inc
California
$1.32M -$21.7K -87 -2%
MMM
1267
Mendel Money Management
Illinois
$1.32M +$105K +421 +9%
SMC
1268
Smith, Moore & Co
Missouri
$1.31M -$132K -530 -10%
KMWM
1269
Keudell/Morrison Wealth Management
Oregon
$1.31M +$48.2K +193 +4%
AI
1270
AXS Investments
New York
$1.31M +$1.18M +4,733 +3,727%
LSA
1271
Lion Street Advisors
Texas
$1.31M +$302K +1,211 +33%
MCM
1272
Mendel Capital Management
Arkansas
$1.3M -$8.23K -33 -0.7%
PWA
1273
Providence Wealth Advisors
Illinois
$1.3M +$20K +80 +2%
FFA
1274
First Foundation Advisors
California
$1.3M +$143K +574 +13%
CCMW
1275
Cypress Capital Management (Wyoming)
Wyoming
$1.3M -$24.7K -99 -2%