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Name Holding Trade Value Shares
Change
Change in
Stake
TFM
1001
TFC Financial Management
Massachusetts
$476K -$280 -1 -0.1%
CAG
1002
Crestwood Advisors Group
Massachusetts
$475K +$105K +376 +28%
PFA
1003
Pure Financial Advisors
California
$473K +$44K +157 +10%
CT
1004
Caldwell Trust
Florida
$470K
IA
1005
Integrity Alliance
Iowa
$470K +$152K +541 +46%
CC
1006
Centiva Capital
New York
$467K +$476K +1,698 New
TPCW
1007
TD Private Client Wealth
New York
$462K -$217K -775 -32%
FB
1008
First Bancorp
Maine
$462K -$21.9K -78 -4%
SC
1009
Sawyer & Company
Massachusetts
$461K -$36.2K -129 -7%
WCP
1010
Welch Capital Partners
New York
$461K -$30.6K -109 -6%
1SB
1011
1ST Source Bank
Indiana
$461K
CC
1012
Chicago Capital
Illinois
$457K +$7.85K +28 +2%
WAM
1013
Watershed Asset Management
California
$457K +$465K +1,659 New
BW
1014
BIP Wealth
Georgia
$455K +$463K +1,653 New
MFS
1015
Madrona Financial Services
Washington
$455K -$3.92K -14 -0.8%
CW
1016
CreativeOne Wealth
Kansas
$454K +$28K +100 +6%
KAS
1017
KPP Advisory Services
Kentucky
$452K +$32.5K +116 +8%
CAMV
1018
Concord Asset Management (Virginia)
Virginia
$447K +$4.21K +15 +0.9%
BFG
1019
Beacon Financial Group
Texas
$445K +$2.8K +10 +0.6%
RGC
1020
Roberts, Glore & Co
Illinois
$442K -$17.1K -61 -4%
MWM
1021
Mission Wealth Management
California
$441K -$145K -517 -24%
II
1022
Impact Investors
California
$440K -$57.2K -204 -11%
AP
1023
Appleton Partners
Massachusetts
$438K
GJWM
1024
Gilliland Jeter Wealth Management
Arkansas
$436K +$561 +2 +0.1%
SAI
1025
Systematic Alpha Investments
New Jersey
$435K