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Name Holding Trade Value Shares
Change
Change in
Stake
DWA
1126
Delap Wealth Advisory
Oregon
$405K +$367K +1,116 New
FFA
1127
Fragasso Financial Advisors
Pennsylvania
$404K -$14.8K -45 -4%
SC
1128
Searle & Co
Connecticut
$404K – – –
FW
1129
FirstPurpose Wealth
Utah
$404K -$56K -170 -13%
WP
1130
WMS Partners
Maryland
$404K +$17.1K +52 +5%
NG
1131
Northstar Group
New York
$403K -$4.94K -15 -1%
CS
1132
Capital Square
Tennessee
$403K – – –
HSA
1133
HBK Sorce Advisory
Pennsylvania
$402K -$8.89K -27 -2%
FIB
1134
First Interstate Bank
Montana
$401K +$1.65K +5 +0.5%
WFI
1135
West Family Investments
California
$401K +$38.2K +116 +12%
KBG
1136
Kahn Brothers Group
New York
$400K +$362K +1,101 New
MPM
1137
MBB Public Markets
Illinois
$400K +$363K +1,102 New
FOA
1138
Five Oceans Advisors
California
$399K – – –
WAM
1139
Weatherly Asset Management
California
$397K -$9.88K -30 -3%
WIC
1140
Woodmont Investment Counsel
Tennessee
$397K +$359K +1,092 New
CIA
1141
Capital Investment Advisors
Georgia
$396K -$124K -378 -26%
RCG
1142
Regatta Capital Group
California
$394K – – –
HAIM
1143
Hunter Associates Investment Management
Pennsylvania
$394K – – –
FH
1144
FWG Holdings
Florida
$394K +$18.8K +57 +5%
CCA
1145
Cottonwood Capital Advisors
Utah
$393K -$38.2K -116 -9%
ST
1146
Smithfield Trust
Pennsylvania
$393K +$15.8K +48 +5%
SCM
1147
Sebold Capital Management
Illinois
$392K -$29.3K -89 -8%
BIM
1148
Barton Investment Management
Pennsylvania
$392K – – –
KI
1149
Kapitalo Investimentos
Brazil
$392K -$13.8K -42 -4%
Q
1150
QVR
California
$392K +$355K +1,079 New