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Name Holding Trade Value Shares
Change
Change in
Stake
CA
1001
Cambridge Advisors
Nebraska
$725K -$9.22K -60 -1%
MPI
1002
Mairs & Power Inc
Minnesota
$723K -$47.6K -310 -7%
WC
1003
Weil Company
California
$723K -$6.15K -40 -1%
ESCM
1004
Echo Street Capital Management
New York
$717K +$601K +3,912 New
PAS
1005
Partnervest Advisory Services
California
$715K +$10.8K +70 +2%
TPCW
1006
TD Private Client Wealth
New York
$713K -$1.35M -8,788 -69%
GLA
1007
Good Life Advisors
Pennsylvania
$712K +$172K +1,120 +40%
LA
1008
LexAurum Advisors
Kansas
$712K +$172K +1,121 +41%
CWS
1009
Cypress Wealth Services
California
$711K -$183K -1,193 -24%
PWP
1010
Private Wealth Partners
California
$711K -$173K -1,125 -22%
Members Trust
1011
Members Trust
Florida
$711K +$596K +3,875 New
BRA
1012
Bender Robert & Associates
California
$708K -$17.4K -113 -3%
SDWIA
1013
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$705K -$53.6K -349 -8%
SAM
1014
Secure Asset Management
Michigan
$704K -$7.22K -47 -1%
Vanguard Personalized Indexing Management
1015
Vanguard Personalized Indexing Management
California
$704K +$264K +1,720 +81%
HFS
1016
Howard Financial Services
Texas
$704K +$384K +2,495 +186%
NF
1017
Nikulski Financial
Iowa
$702K +$20.4K +133 +4%
SHA
1018
Seneca House Advisors
Virginia
$700K +$20.6K +134 +4%
CNAM
1019
Campbell Newman Asset Management
Wisconsin
$700K +$150K +974 +34%
AA
1020
Argent Advisors
Louisiana
$694K +$23.8K +155 +4%
PTP
1021
Platform Technology Partners
New York
$693K +$7.69K +50 +1%
BCM
1022
Brookstone Capital Management
Illinois
$692K +$190K +1,237 +49%
LCS
1023
Levin Capital Strategies
New York
$691K -$11.5K -75 -2%
CL
1024
Choreo LLC
Illinois
$688K -$27.5K -179 -5%
RDWM
1025
Red Door Wealth Management
Tennessee
$688K +$106K +687 +22%