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Name Holding Trade Value Shares
Change
Change in
Stake
CT
801
Colonial Trust
South Carolina
$729K +$65.1K +250 +11%
SAM
802
Strategy Asset Managers
California
$726K +$41.7K +160 +7%
FMWA
803
Forvis Mazars Wealth Advisors
Missouri
$724K -$50.8K -195 -7%
VWA
804
Visionary Wealth Advisors
Illinois
$724K -$22.4K -86 -3%
MOS
805
MGO One Seven
Ohio
$718K -$19.3K -74 -3%
CF
806
Centaurus Financial
California
$712K -$44.5K -171 -6%
WA
807
Wambolt & Associates
Colorado
$712K +$9.38K +36 +1%
FLPIM
808
F.L. Putnam Investment Management
Massachusetts
$711K +$48.7K +187 +8%
BMC
809
Beaton Management Company
Massachusetts
$703K +$521 +2 +0.1%
MYIA
810
Mount Yale Investment Advisors
Colorado
$700K -$15.1K -58 -2%
4WM
811
44 Wealth Management
Oregon
$696K +$1.3K +5 +0.2%
EAM
812
Empirical Asset Management
Massachusetts
$693K +$643K +2,469 New
LWCFA
813
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$690K -$120K -462 -16%
EWM
814
Evercore Wealth Management
New York
$689K -$2.34K -9 -0.4%
CC
815
Cannell & Co
New York
$689K -$3.13K -12 -0.5%
LJAC
816
L.J. Altfest & Co
New York
$687K +$637K +2,448 New
SXL
817
Summit X LLC
Missouri
$685K -$16.9K -65 -3%
FNBOO
818
First National Bank of Omaha
Nebraska
$684K -$182K -700 -22%
LAM
819
Lingohr Asset Management
Germany
$678K +$104K +400 +20%
MRCM
820
M&R Capital Management
New Jersey
$671K -$2.87K -11 -0.5%
DBG
821
De Burlo Group
Massachusetts
$668K -$9.11K -35 -1%
VIA
822
Virtus Investment Advisers
Connecticut
$667K – – –
PP
823
PDS Planning
Ohio
$667K +$54.2K +208 +10%
BFPW
824
BOK Financial Private Wealth
Colorado
$665K -$789K -3,030 -56%
SIA
825
Soltis Investment Advisors
Utah
$663K +$31K +119 +5%