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Name Holding Trade Value Shares
Change
Change in
Stake
BW
1351
Bison Wealth
Georgia
$484K +$9.16K +56 +2%
CT
1352
Columbia Trust
Oregon
$482K -$40.2K -246 -9%
Pacer Advisors
1353
Pacer Advisors
Pennsylvania
$482K -$12.4M -75,913 -97%
RCM
1354
RB Capital Management
Nevada
$480K -$5.4K -33 -1%
LA
1355
Lifeworks Advisors
Michigan
$479K -$111K -681 -21%
SWA
1356
Sax Wealth Advisors
New Jersey
$479K +$2.13K +13 +0.5%
PMFA
1357
Plante Moran Financial Advisors
Michigan
$479K -$58.6K -358 -12%
FPCP
1358
Fort Point Capital Partners
California
$478K
ATC
1359
Adirondack Trust Company
New York
$476K
CCC
1360
Chelsea Counsel Company
California
$474K +$49.1K +300 +14%
WWA
1361
WC Walker & Associates
California
$473K -$66.4K -406 -15%
ITIM
1362
Indiana Trust & Investment Management
Indiana
$472K +$6.05K +37 +2%
SAG
1363
SageView Advisory Group
California
$472K +$405K +2,475 New
SRC
1364
Shufro Rose & Co
New York
$471K -$2.45K -15 -0.6%
IIC
1365
Ironwood Investment Counsel
Arizona
$471K +$58.6K +358 +17%
SFG
1366
Summit Financial Group
West Virginia
$470K
AGAM
1367
Audent Global Asset Management
California
$470K -$1.51M -9,204 -79%
COCM
1368
Charter Oak Capital Management
New Hampshire
$469K +$53.3K +326 +15%
CNAM
1369
Campbell Newman Asset Management
Wisconsin
$468K -$4.58K -28 -1%
SP
1370
Successful Portfolios
Florida
$468K -$3.76K -23 -0.9%
GPFA
1371
Game Plan Financial Advisors
Ohio
$468K -$1.36M -8,345 -77%
HL
1372
HeadInvest LLC
Maine
$467K +$28.8K +176 +8%
ACA
1373
Aptus Capital Advisors
Alabama
$466K -$14.7K -90 -4%
CA
1374
Calton & Associates
Florida
$466K +$400K +2,446 New
WI
1375
Wedgewood Investors
Pennsylvania
$463K -$13.1K -80 -3%