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Name Holding Trade Value Shares
Change
Change in
Stake
CFG
1001
Cooper Financial Group
California
$219K +$202K +907 New
PWM
1002
Perigon Wealth Management
California
$217K +$14.9K +67 +8%
HFAS
1003
Hummer Financial Advisory Services
Illinois
$217K +$200K +897 New
DA
1004
Detalus Advisors
Missouri
$217K +$200K +899 New
AP
1005
Americana Partners
Texas
$217K +$201K +900 New
EWM
1006
Elmwood Wealth Management
California
$216K +$199K +894 New
OC
1007
Oarsman Capital
Wisconsin
$216K +$199K +895 New
BFO
1008
Boston Family Office
Massachusetts
$216K +$200K +896 New
CAM
1009
Carret Asset Management
New York
$215K +$199K +891 New
CCA
1010
Childress Capital Advisors
Texas
$214K +$90.7K +407 +84%
FFWM
1011
Future Financial Wealth Management
Ohio
$213K +$196K +881 New
CYG
1012
Clean Yield Group
Vermont
$212K
GHAM
1013
Gilman Hill Asset Management
Connecticut
$211K +$195K +874 New
APA
1014
American Portfolios Advisors
New York
$211K -$446 -2 -0.2%
PPP
1015
Private Portfolio Partners
New Jersey
$211K -$31.9K -143 -14%
BFA
1016
Beaumont Financial Advisors
Massachusetts
$210K -$19.8K -89 -9%
BP
1017
BBR Partners
New York
$209K -$141K -632 -42%
GW
1018
GW & Wade
Massachusetts
$209K +$193K +866 New
PA
1019
Parallel Advisors
California
$208K +$31K +139 +19%
NDSI
1020
Newman Dignan & Sheerar Inc
Rhode Island
$207K +$191K +856 New
CA
1021
Clearstead Advisors
Ohio
$206K +$31.7K +142 +20%
IA
1022
IFP Advisors
Florida
$205K -$188K -842 -50%
PCH
1023
PGIM Custom Harvest
New Jersey
$205K
CSIC
1024
Clifford Swan Investment Counsel
California
$205K +$189K +848 New
BMCM
1025
Burns Matteson Capital Management
New York
$204K +$188K +845 New