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Name Holding Trade Value Shares
Change
Change in
Stake
WAM
1676
Weatherly Asset Management
California
$869K -$14.7K -50 -2%
TPWA
1677
TRUE Private Wealth Advisors
Oregon
$868K +$15.3K +52 +2%
BWCS
1678
Beirne Wealth Consulting Services
Connecticut
$866K
KCIC
1679
Kuhn & Co Investment Counsel
Illinois
$865K
PL
1680
Plancorp LLC
Missouri
$864K +$1.76K +6 +0.2%
CFAM
1681
Center For Asset Management
Florida
$863K +$13.5K +46 +2%
LTI
1682
Laffer Tengler Investments
Tennessee
$862K +$19.7K +67 +2%
MMPW
1683
Mitchell McLeod Pugh & Williams
Alabama
$861K
NF
1684
Nikulski Financial
Iowa
$860K
EDRIA
1685
Edmonds Duncan Registered Investment Advisors
Kansas
$859K
RA
1686
Riverstone Advisors
Texas
$858K
BWA
1687
Bordeaux Wealth Advisors
California
$854K +$803K +2,735 New
EP
1688
Edgestream Partners
New Jersey
$854K -$2.85M -9,701 -78%
AO
1689
Advisor OS
Illinois
$853K -$103K -350 -11%
WFA
1690
Wellspring Financial Advisors
Ohio
$851K +$12K +41 +2%
LWAM
1691
Legacy Wealth Asset Management
Minnesota
$847K +$17.3K +59 +2%
WE
1692
Wealth Effects
Massachusetts
$846K +$294 +1 +0%
HWMO
1693
Heritage Wealth Management (Ohio)
Ohio
$846K +$799K +2,721 New
SEC
1694
Seven Eight Capital
New York
$845K +$795K +2,706 New
SSA
1695
Sierra Summit Advisors
Nevada
$845K -$5.78M -19,688 -88%
AF
1696
Apexium Financial
Texas
$842K +$9.4K +32 +1%
PWA
1697
Phoenix Wealth Advisors
North Carolina
$841K -$11.5K -39 -1%
BHWM
1698
Bar Harbor Wealth Management
New Hampshire
$839K -$12.6K -43 -2%
JWM
1699
Jeppson Wealth Management
California
$839K +$78.4K +267 +11%
PPC
1700
Park Place Capital
Alabama
$838K -$283K -964 -26%