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Name Holding Trade Value Shares
Change
Change in
Stake
BW
1501
Bison Wealth
Georgia
$619K +$94.3K +409 +18%
AF
1502
Allworth Financial
California
$617K +$7.38K +32 +1%
GEA
1503
Glen Eagle Advisors
New Jersey
$617K -$18.4K -80 -3%
ACM
1504
Armbruster Capital Management
New York
$616K
LFA
1505
Legacy Financial Advisors
Kentucky
$613K +$28.1K +122 +5%
CA
1506
Capital Advantage
California
$611K +$32.5K +141 +6%
VEA
1507
Virtus ETF Advisers
New York
$610K -$7.15K -31 -1%
WTFG
1508
Wells Trecaso Financial Group
Ohio
$610K +$19.8K +86 +3%
CP
1509
Capital Planning
Washington
$609K +$611K +2,650 New
BOTW
1510
Bank of the West
California
$606K -$85.8K -372 -12%
GKWIM
1511
Gerber Kawasaki Wealth & Investment Management
California
$606K +$102K +444 +20%
MHIC
1512
Marble Harbor Investment Counsel
Massachusetts
$604K +$23.1K +100 +4%
JIP
1513
Jaffetilchin Investment Partners
Florida
$603K +$17.5K +76 +3%
FAM
1514
Formidable Asset Management
Ohio
$602K
BOH
1515
Bank of Hawaii
Hawaii
$598K -$167K -725 -22%
CCM
1516
Community Capital Management
Florida
$598K -$158K -685 -21%
RFA
1517
Reilly Financial Advisors
California
$598K +$4.61K +20 +0.8%
WP
1518
Waycross Partners
Kentucky
$598K +$599K +2,600 New
JDR
1519
Jay D. Rosenbaum
$597K
HFA
1520
High Falls Advisors
New York
$595K +$596K +2,587 New
KOCAA
1521
Knights of Columbus Asset Advisors
Connecticut
$594K +$461 +2 +0.1%
BWA
1522
Burt Wealth Advisors
Maryland
$590K
PI
1523
PFS Investments
Georgia
$586K -$5.42M -23,495 -91%
QAM
1524
QCI Asset Management
New York
$586K +$24.9K +108 +4%
SWA
1525
Sutton Wealth Advisors
Florida
$582K +$2.54K +11 +0.4%