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Name Holding Trade Value Shares
Change
Change in
Stake
AF
2226
Allworth Financial
California
$1.02M +$204K +2,300 +26%
RCG
2227
Rock Creek Group
District of Columbia
$1.01M -$188K -2,120 -16%
AA
2228
Alesco Advisors
New York
$1.01M +$646K +7,300 +201%
FP
2229
Financial Perspectives
Minnesota
$1.01M +$968K +10,940 New
LWA
2230
Lineweaver Wealth Advisors
Ohio
$1.01M +$968K +10,940 New
BAM
2231
Brave Asset Management
New Jersey
$1.01M +$28.3K +320 +3%
HCP
2232
Holt Capital Partners
Texas
$1M
WLPWM
2233
Walled Lake Planning & Wealth Management
Illinois
$1M +$959K +10,840 New
CWM
2234
Chesapeake Wealth Management
Virginia
$998K -$315K -3,560 -25%
SLT
2235
St Louis Trust
Missouri
$998K
CA
2236
Crumly & Associates
Illinois
$998K +$956K +10,800 New
HWA
2237
HHM Wealth Advisors
Tennessee
$995K +$166K +1,880 +21%
PAM
2238
Peak Asset Management
Colorado
$994K -$10.6K -120 -1%
DDPIC
2239
Deroy & Devereaux Private Investment Counsel
Michigan
$990K
HWM
2240
Howard Wealth Management
Connecticut
$988K +$947K +10,700 New
MCA
2241
Magnolia Capital Advisors
Mississippi
$986K +$945K +10,680 New
FMTCOCP
2242
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$985K -$342K -3,860 -27%
P
2243
&Partners
Tennessee
$985K -$12.4K -140 -1%
CAN
2244
Claraphi Advisory Network
United States
$983K -$179K -2,020 -16%
AAP
2245
Arax Advisory Partners
Colorado
$979K -$70.8K -800 -7%
Dodge & Cox
2246
Dodge & Cox
California
$979K
MFP
2247
Meridian Financial Partners
Virginia
$978K +$1.77K +20 +0.2%
OPA
2248
Old Port Advisors
Maine
$978K +$15.9K +180 +2%
GCAC
2249
Guardian Capital Advisors (Canada)
Ontario, Canada
$976K -$88.5K -1,000 -9%
W
2250
Wealthquest
Ohio
$975K -$17.7K -200 -2%