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Name Holding Trade Value Shares
Change
Change in
Stake
SAM
801
Strategy Asset Managers
California
$726K +$41.7K +160 +7%
FMWA
802
Forvis Mazars Wealth Advisors
Missouri
$724K -$50.8K -195 -7%
VWA
803
Visionary Wealth Advisors
Illinois
$724K -$22.4K -86 -3%
MOS
804
MGO One Seven
Ohio
$718K -$19.3K -74 -3%
CF
805
Centaurus Financial
California
$712K -$44.5K -171 -6%
WA
806
Wambolt & Associates
Colorado
$712K +$9.38K +36 +1%
FLPIM
807
F.L. Putnam Investment Management
Massachusetts
$711K +$48.7K +187 +8%
BMC
808
Beaton Management Company
Massachusetts
$703K +$521 +2 +0.1%
MYIA
809
Mount Yale Investment Advisors
Colorado
$700K -$15.1K -58 -2%
4WM
810
44 Wealth Management
Oregon
$696K +$1.3K +5 +0.2%
EAM
811
Empirical Asset Management
Massachusetts
$693K +$643K +2,469 New
LWCFA
812
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$690K -$120K -462 -16%
EWM
813
Evercore Wealth Management
New York
$689K -$2.34K -9 -0.4%
CC
814
Cannell & Co
New York
$689K -$3.13K -12 -0.5%
LJAC
815
L.J. Altfest & Co
New York
$687K +$637K +2,448 New
SXL
816
Summit X LLC
Missouri
$685K -$16.9K -65 -3%
FNBOO
817
First National Bank of Omaha
Nebraska
$684K -$182K -700 -22%
LAM
818
Lingohr Asset Management
Germany
$678K +$104K +400 +20%
MRCM
819
M&R Capital Management
New Jersey
$671K -$2.87K -11 -0.5%
DBG
820
De Burlo Group
Massachusetts
$668K -$9.11K -35 -1%
VIA
821
Virtus Investment Advisers
Connecticut
$667K
PP
822
PDS Planning
Ohio
$667K +$54.2K +208 +10%
BFPW
823
BOK Financial Private Wealth
Colorado
$665K -$789K -3,030 -56%
SIA
824
Soltis Investment Advisors
Utah
$663K +$31K +119 +5%
MYLI
825
Meiji Yasuda Life Insurance
Japan
$663K +$13K +50 +2%