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Name Holding Trade Value Shares
Change
Change in
Stake
MAWCM
651
Mine & Arao Wealth Creation & Management
California
$399K +$389K +2,600 New
SA
652
SL Advisors
New Jersey
$398K -$4.04K -27 -1%
AI
653
Atria Investments
North Carolina
$394K -$3.65M -24,394 -90%
FNBT
654
FineMark National Bank & Trust
Florida
$392K +$13K +87 +4%
WA
655
WBH Advisory
Maryland
$391K +$49.3K +330 +15%
AF
656
Allworth Financial
California
$390K +$1.64K +11 +0.4%
CT
657
Chicago Trust
Illinois
$389K -$14.9K -100 -4%
HFAS
658
Hummer Financial Advisory Services
Illinois
$388K +$377K +2,524 New
RC
659
Roundview Capital
New Jersey
$384K +$117K +782 +45%
FIM
660
Freedom Investment Management
Connecticut
$383K -$17.2K -115 -4%
IAN
661
Integrated Advisors Network
Texas
$383K +$372K +2,492 New
M
662
MOTCO
Texas
$381K +$179K +1,200 +94%
BFC
663
Bedel Financial Consulting
Indiana
$379K – – –
BWP
664
Baldwin Wealth Partners
Massachusetts
$378K – – –
CIAS
665
Capital Investment Advisory Services
North Carolina
$377K -$36.2K -242 -9%
RP
666
Rowlandmiller & Partners
Georgia
$377K +$43.2K +289 +13%
ACM
667
Allred Capital Management
Texas
$376K -$4.63K -31 -1%
CIC
668
Crawford Investment Counsel
Georgia
$374K – – –
CPSAC
669
Chas P. Smith & Associates (CPS)
Florida
$373K +$89.8K +601 +33%
PA
670
Profund Advisors
Maryland
$372K +$11.5K +77 +3%
GP
671
Girard Partners
Pennsylvania
$370K -$70.4K -471 -16%
CI Investments Inc
672
CI Investments Inc
Ontario, Canada
$370K +$177K +1,183 +96%
MCP
673
Martin Capital Partners
Oregon
$366K +$119K +797 +50%
MBT
674
Montecito Bank & Trust
California
$365K -$245K -1,637 -41%
Cetera Investment Advisers
675
Cetera Investment Advisers
Illinois
$365K -$13.5K -90 -4%