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Name Holding Trade Value Shares
Change
Change in
Stake
HWA
1501
HCR Wealth Advisors
California
$296K
DBIA
1502
Dumont & Blake Investment Advisors
New Jersey
$295K
ZCI
1503
Zevenbergen Capital Investments
Washington
$295K
KLI
1504
Kelman-Lazarov Inc
Tennessee
$293K
RWP
1505
Ridgecrest Wealth Partners
California
$293K +$292K +1,746 New
CAAS
1506
Capital Asset Advisory Services
Michigan
$292K +$502 +3 +0.2%
TIA
1507
Traphagen Investment Advisors
New Jersey
$290K +$16.7K +100 +6%
SFFS
1508
Stonehage Fleming Financial Services
Jersey
$289K -$167K -1,000 -37%
IRC
1509
Investors Research Corp
Georgia
$287K
GIA
1510
Guyasuta Investment Advisors
Pennsylvania
$286K +$9.2K +55 +3%
Members Trust
1511
Members Trust
Florida
$284K -$14.2K -85 -5%
PP
1512
PDS Planning
Ohio
$284K +$26.8K +160 +10%
SWA
1513
Stratos Wealth Advisors
Ohio
$283K -$45.1K -270 -14%
SN
1514
Sittner & Nelson
Oregon
$283K +$167 +1 +0.1%
BOM
1515
Bank of Marin
California
$281K
EWM
1516
Empirical Wealth Management
Washington
$281K +$51.7K +309 +23%
LNWTC
1517
Laird Norton Wetherby Trust Company
Washington
$280K -$26.8K -160 -9%
VV
1518
Verity & Verity
South Carolina
$280K
SB
1519
Strategic Blueprint
Georgia
$280K +$37.8K +226 +16%
WA
1520
Waverly Advisors
Alabama
$280K +$258K +1,542 New
BG
1521
Bahl & Gaynor
Ohio
$279K -$19.2K -115 -6%
BCM
1522
Blume Capital Management
California
$279K
WAP
1523
Wealthcare Advisory Partners
Pennsylvania
$279K +$43K +257 +18%
CIP
1524
Convergence Investment Partners
Florida
$278K -$70.6K -422 -20%
FPW
1525
Flagship Private Wealth
Massachusetts
$277K +$167 +1 +0.1%