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Name Holding Trade Value Shares
Change
Change in
Stake
SNB
1151
Security National Bank
Nebraska
$5.74M -$97.8K -1,040 -2%
AWM
1152
Avitas Wealth Management
California
$5.74M +$160K +1,700 +3%
DAS
1153
Dynamic Advisor Solutions
Arizona
$5.72M +$517K +5,500 +11%
WA
1154
Wealth Architects
California
$5.71M -$762K -8,100 -12%
KCM
1155
Karp Capital Management
California
$5.7M -$111K -1,180 -2%
GC
1156
Grace Capital
Massachusetts
$5.7M +$2.46M +26,200 +81%
NCM
1157
Narwhal Capital Management
Georgia
$5.69M +$530K +5,640 +11%
PWAG
1158
Polaris Wealth Advisory Group
California
$5.68M +$5.22M +55,480 +4,623%
PFT
1159
Providence First Trust
Arizona
$5.66M -$43.3K -460 -0.8%
NF
1160
Nikulski Financial
Iowa
$5.65M +$1.32M +14,020 +25%
RFWA
1161
RPg Family Wealth Advisory
Massachusetts
$5.64M +$58.3K +620 +1%
FDS
1162
Freedom Day Solutions
Texas
$5.63M -$269K -2,860 -5%
Fuller & Thaler Asset Management
1163
Fuller & Thaler Asset Management
California
$5.62M -$566K -6,020 -10%
LCP
1164
Legacy Capital Partners
Wisconsin
$5.61M -$102K -1,080 -2%
CFMC
1165
Curbstone Financial Management Corp
New Hampshire
$5.61M -$557K -5,920 -10%
Wealth Enhancement Advisory Services
1166
Wealth Enhancement Advisory Services
Minnesota
$5.6M -$754K -8,020 -11%
SIAP
1167
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$5.58M -$487K -5,180 -9%
SGAM
1168
Steinberg Global Asset Management
Florida
$5.58M +$115K +1,220 +2%
FHC
1169
First Heartland Consultants
Missouri
$5.57M +$77.1K +820 +1%
TNAM
1170
Terra Nova Asset Management
New York
$5.52M +$237K +2,520 +5%
SS
1171
Simplicity Solutions
Minnesota
$5.51M +$536K +5,700 +12%
ACM
1172
Avalon Capital Management
California
$5.48M +$126K +1,340 +3%
BIMC
1173
Benson Investment Management Company
Virginia
$5.48M -$9.4K -100 -0.2%
JSL
1174
JT Stratford LLC
Georgia
$5.44M -$359K -3,820 -7%
BP
1175
Ballentine Partners
Massachusetts
$5.42M +$65.8K +700 +1%