Name Holding Trade Value Shares
Change
Change in
Stake
FLPIM
876
F.L. Putnam Investment Management
Massachusetts
$215K -$1.99K -6 -0.9%
DWA
877
Dougherty Wealth Advisers
Minnesota
$214K – – –
WA
878
Wealthstream Advisors
New York
$213K +$218K +658 New
KWM
879
Kolinsky Wealth Management
New Jersey
$213K -$2.32K -7 -1%
1WA
880
180 Wealth Advisors
Washington
$212K +$8.6K +26 +4%
MC
881
Moors & Cabot
Massachusetts
$211K +$215K +651 New
PWMAG
882
Pinnacle Wealth Management Advisory Group
New Jersey
$209K -$8.27K -25 -4%
GC
883
Gilbert & Cook
Iowa
$209K +$17.2K +52 +9%
SM
884
Sciencast Management
New Jersey
$209K +$213K +645 New
MCCA
885
Mill Creek Capital Advisors
Pennsylvania
$207K -$45K -136 -18%
BJL
886
Brighton Jones LLC
Washington
$205K +$209K +632 New
VCP
887
Verus Capital Partners
Arizona
$204K -$8.27K -25 -4%
WA
888
Waddell & Associates
Tennessee
$204K +$208K +629 New
GA
889
Gateway Advisory
New Jersey
$204K +$8.6K +26 +4%
AWM
890
Axxcess Wealth Management
California
$202K +$993 +3 +0.5%
JSAM
891
J. Safra Asset Management
New York
$200K – – –
MCM
892
Manchester Capital Management
Vermont
$199K – – –
CTA
893
Colonial Trust Advisors
South Carolina
$198K – – –
GWMIA
894
Global Wealth Management Investment Advisory
Florida
$197K – – –
AA
895
Alta Advisers
United Kingdom
$195K – – –
FFA
896
Fairfield Financial Advisors
Massachusetts
$195K +$92.6K +280 +88%
MPWT
897
MassMutual Private Wealth & Trust
Connecticut
$191K +$28.8K +87 +17%
CAL
898
Capital Analysts LLC
Pennsylvania
$185K – – –
SWM
899
Spire Wealth Management
Virginia
$173K -$92.3K -279 -34%
CWA
900
Carolina Wealth Advisors
South Carolina
$172K – – –