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Name Holding Trade Value Shares
Change
Change in
Stake
CIA
1651
Cladis Investment Advisory
Montana
$527K -$379K -1,545 -42%
RDIA
1652
RE Dickinson Investment Advisors
Iowa
$526K – – –
AWG
1653
Altus Wealth Group
Colorado
$524K -$29.7K -121 -5%
HGERS
1654
Householder Group Estate & Retirement Specialist
Arizona
$524K +$26.7K +109 +5%
Financial Engines Advisors
1655
Financial Engines Advisors
California
$523K +$52K +212 +11%
SF
1656
Symphony Financial
Texas
$519K +$12.7K +52 +3%
HFBOT
1657
Home Federal Bank of Tennessee
Tennessee
$519K +$20.8K +85 +4%
KLWA
1658
Kelly Lawrence W & Associates
California
$518K – – –
SCM
1659
SOL Capital Management
Maryland
$517K – – –
Fort Washington Investment Advisors
1660
Fort Washington Investment Advisors
Ohio
$517K +$6.37K +26 +1%
PIA
1661
Perennial Investment Advisors
California
$517K +$19.6K +80 +4%
AFG
1662
Alterity Financial Group
Maine
$517K +$521K +2,125 New
GA
1663
GraniteShares Advisors
New York
$516K -$105K -428 -17%
MHIC
1664
Marble Harbor Investment Counsel
Massachusetts
$516K -$49K -200 -9%
EWG
1665
Executive Wealth Group
Washington
$515K – – –
Birch Hill Investment Advisors
1666
Birch Hill Investment Advisors
Massachusetts
$514K +$9.8K +40 +2%
LWM
1667
Liberty Wealth Management
California
$514K +$10.3K +42 +2%
EIA
1668
Edgemoor Investment Advisors
Maryland
$514K +$48.3K +197 +10%
RBFC
1669
Roman Butler Fullerton & Co
Missouri
$513K +$3.19K +13 +0.6%
EVM
1670
Evelyn V. Moreno
$513K +$517K +2,110 New
CPWA
1671
Cerro Pacific Wealth Advisors
California
$511K -$79.6K -325 -13%
MCM
1672
Magnolia Capital Management
New York
$511K – – –
MMPW
1673
Mitchell McLeod Pugh & Williams
Alabama
$511K +$3.19K +13 +0.6%
AOWM
1674
Alpha Omega Wealth Management
Virginia
$510K -$12.5K -51 -2%
TL
1675
Tradewinds LLC
North Carolina
$510K +$513K +2,095 New