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Name Holding Trade Value Shares
Change
Change in
Stake
WFA
826
Websterrogers Financial Advisors
South Carolina
$663K +$183K +902 +42%
SCM
827
Shelton Capital Management
Colorado
$660K – – –
PWP
828
Principle Wealth Partners
Connecticut
$658K – – –
WP
829
WMS Partners
Maryland
$652K +$620K +3,050 New
WPW
830
Waldron Private Wealth
Pennsylvania
$651K -$42.3K -208 -6%
SFA
831
Sequoia Financial Advisors
Ohio
$648K +$230K +1,134 +60%
CCG
832
Ceeto Capital Group
Florida
$644K – – –
OF
833
Outfitter Financial
Maine
$642K – – –
CCM
834
Coldstream Capital Management
Washington
$640K +$23K +113 +4%
TCM
835
Teza Capital Management
Illinois
$638K +$607K +2,985 New
SC
836
Savant Capital
Illinois
$632K +$63K +310 +12%
JIP
837
Jaffetilchin Investment Partners
Florida
$631K +$76.6K +377 +14%
FAB
838
First American Bank
Illinois
$629K – – –
S
839
SignatureFD
Georgia
$627K +$76.2K +375 +15%
AC
840
ASB Consultores
Florida
$622K -$226K -1,114 -28%
BSA
841
Bull Street Advisors
Georgia
$622K +$6.1K +30 +1%
BAM
842
Boyar Asset Management
New York
$616K +$17.1K +84 +3%
HIM
843
Hillsdale Investment Management
Ontario, Canada
$614K +$583K +2,870 New
HJIM
844
Henry James International Management
New York
$613K +$2.03K +10 +0.3%
OIA
845
Optimum Investment Advisors
Illinois
$607K -$30.5K -150 -5%
GWM
846
GSB Wealth Management
Connecticut
$605K +$406 +2 +0.1%
MFW
847
Meristem Family Wealth
Minnesota
$603K -$391K -1,922 -41%
KFP
848
KB Financial Partners
New Jersey
$603K +$37K +182 +7%
SC
849
Saturna Capital
Washington
$601K – – –
WG
850
Welch Group
Alabama
$601K – – –