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Name Holding Trade Value Shares
Change
Change in
Stake
EDRIA
1101
Edmonds Duncan Registered Investment Advisors
Kansas
$833K +$112K +500 +15%
PFA
1102
Pure Financial Advisors
California
$831K +$8.7K +39 +1%
SCP
1103
Sandhill Capital Partners
New York
$831K +$22.1K +99 +3%
AC
1104
Avestar Capital
New York
$830K -$92.1K -413 -10%
WC
1105
Weil Company
California
$829K
VBCG
1106
Valley Brook Capital Group
Pennsylvania
$827K
TWP
1107
Tempus Wealth Planning
California
$827K +$16.1K +72 +2%
CWA
1108
Canvas Wealth Advisors
Kansas
$823K +$543K +2,435 +187%
TI
1109
Tidal Investments
Wisconsin
$819K +$32.6K +146 +4%
FAG
1110
Financial Advisory Group
Texas
$818K +$3.35K +15 +0.4%
BFS
1111
Bradley Foster & Sargent
Connecticut
$816K +$18.5K +83 +2%
SGI
1112
Summit Global Investments
Utah
$816K +$55.8K +250 +7%
CMANY
1113
Capital Management Associates (New York)
New York
$814K +$362K +1,621 +78%
GDP
1114
Great Diamond Partners
Maine
$810K +$223 +1 +0%
VFM
1115
Vivid Financial Management
California
$809K -$52.9K -237 -6%
CCA
1116
Childress Capital Advisors
Texas
$809K +$469K +2,102 +133%
FSC
1117
Full Sail Capital
Oklahoma
$807K -$4.46K -20 -0.5%
BPM
1118
Bowling Portfolio Management
Ohio
$805K -$1.34K -6 -0.2%
ACM
1119
Advisors Capital Management
New Jersey
$804K -$33.9K -152 -4%
DAM
1120
Deltec Asset Management
New York
$803K +$112K +500 +16%
B
1121
Bellecapital
Switzerland
$802K -$13.8K -62 -2%
PAS
1122
Professional Advisory Services
Florida
$799K
MBTD
1123
Mechanics Bank - Trust Department
California
$798K +$87.9K +394 +12%
Members Trust
1124
Members Trust
Florida
$797K +$5.58K +25 +0.7%
FBC
1125
Fairfield, Bush & Co
Connecticut
$796K -$8.25K -37 -1%