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Name Holding Trade Value Shares
Change
Change in
Stake
WAM
651
Weatherly Asset Management
California
$1.48M -$90.6K -614 -5%
VCP
652
Verus Capital Partners
Arizona
$1.47M -$643K -4,359 -41%
LWM
653
Lyell Wealth Management
California
$1.47M -$115K -781 -7%
HCM
654
Highlander Capital Management
New Jersey
$1.47M
EWM
655
Empirical Wealth Management
Washington
$1.46M +$76.9K +521 +5%
PL
656
Plancorp LLC
Missouri
$1.46M -$162K -1,096 -9%
MWAM
657
Manhattan West Asset Management
California
$1.46M +$434K +2,944 +38%
RFMS
658
RWQ Financial Management Services
Florida
$1.46M +$1.4M +9,475 +806%
FNBT
659
FineMark National Bank & Trust
Florida
$1.45M -$236K -1,601 -13%
SCM
660
SOL Capital Management
Maryland
$1.45M +$521K +3,533 +50%
SLI
661
Sumitomo Life Insurance
Japan
$1.45M +$24.3K +165 +2%
ZCM
662
Ziegler Capital Management
Illinois
$1.44M +$687K +4,656 +79%
HSA
663
HBK Sorce Advisory
Pennsylvania
$1.44M -$281K -1,906 -15%
1SB
664
1ST Source Bank
Indiana
$1.44M -$134K -905 -8%
LRWA
665
Long Run Wealth Advisors
New York
$1.43M +$103K +700 +7%
LJAC
666
L.J. Altfest & Co
New York
$1.43M +$99.1K +672 +7%
TPWA
667
TRUE Private Wealth Advisors
Oregon
$1.43M -$16.2K -110 -1%
CWM
668
Cornerstone Wealth Management
Missouri
$1.43M +$153K +1,038 +11%
RMAM
669
Raab & Moskowitz Asset Management
New Jersey
$1.42M -$59.3K -402 -4%
WWA
670
WCG Wealth Advisors
Nevada
$1.42M +$1.53M +10,370 New
MPM
671
Meritage Portfolio Management
Kansas
$1.42M -$36.9K -250 -2%
KFP
672
KMG Fiduciary Partners
Ohio
$1.42M +$152K +1,029 +11%
CCWA
673
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.4M -$262K -1,774 -15%
GIA
674
Gladstone Institutional Advisory
Florida
$1.4M -$66.7K -452 -4%
MC
675
Mathes Company
New York
$1.39M -$81.1K -550 -5%