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Name Holding Trade Value Shares
Change
Change in
Stake
PFPT
876
Pinnacle Financial Partners (Tennessee)
Tennessee
$452K -$28.8K -161 -6%
WSTAM
877
Wilbanks Smith & Thomas Asset Management
Virginia
$451K -$68.6K -383 -13%
BL
878
BFSG LLC
California
$450K +$34.2K +191 +8%
SG
879
Somerset Group
Minnesota
$447K +$465K +2,593 New
TL
880
TrueWealth LLC
Georgia
$445K +$463K +2,582 New
BWP
881
Baldwin Wealth Partners
Massachusetts
$444K -$44.8K -250 -9%
Cerity Partners
882
Cerity Partners
New York
$442K -$896 -5 -0.2%
GIM
883
Granahan Investment Management
Massachusetts
$437K -$401K -2,238 -47%
UWM
884
USAdvisors Wealth Management
Minnesota
$433K +$450K +2,514 New
CSA
885
Cottage Street Advisors
Massachusetts
$431K -$53.8K -300 -11%
Parnassus Investments
886
Parnassus Investments
California
$431K
FANJ
887
Financial Architects (New Jersey)
New Jersey
$430K +$106K +591 +31%
CAN
888
Claraphi Advisory Network
United States
$429K +$445K +2,486 New
TAM
889
Tyers Asset Management
Texas
$425K -$94.6K -528 -18%
AWM
890
AE Wealth Management
Kansas
$425K +$53.9K +301 +14%
FI
891
FormulaFolio Investments
Michigan
$425K +$442K +2,467 New
MWM
892
Merriman Wealth Management
Washington
$415K +$140K +779 +48%
Mariner
893
Mariner
Kansas
$414K +$38K +212 +10%
BSW
894
Buckingham Strategic Wealth
Missouri
$414K +$148K +825 +52%
SFP
895
Shepherd Financial Partners
Massachusetts
$414K +$184K +1,027 +75%
KWMG
896
King Wealth Management Group
Florida
$412K +$428K +2,387 New
PAA
897
Peregrine Asset Advisers
Oregon
$410K +$13.4K +75 +3%
CFD
898
Creative Financial Designs
Indiana
$402K -$86.7K -484 -17%
KFGK
899
Keystone Financial Group (Kentucky)
Kentucky
$400K +$376K +2,101 New
I2I
900
Insight 2811 Inc
Illinois
$397K -$17.9K -100 -4%