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Name Holding Trade Value Shares
Change
Change in
Stake
SCM
726
Schnieders Capital Management
California
$531K
EWM
727
Empirical Wealth Management
Washington
$529K -$8.28K -40 -2%
PBO
728
Peoples Bank (Ohio)
Ohio
$524K -$131K -635 -20%
AP
729
Appleton Partners
Massachusetts
$522K -$12.4K -60 -2%
MAWCM
730
Mine & Arao Wealth Creation & Management
California
$517K -$3.1K -15 -0.6%
VC
731
Veracity Capital
Georgia
$516K -$225K -1,086 -30%
AF
732
Allworth Financial
California
$511K +$1.86K +9 +0.4%
FF
733
FourThought Financial
Florida
$511K +$524K +2,533 New
CPSAC
734
Chas P. Smith & Associates (CPS)
Florida
$510K
WIC
735
Woodmont Investment Counsel
Tennessee
$510K +$14.5K +70 +3%
SLWA
736
San Luis Wealth Advisors
California
$510K +$523K +2,527 New
IAIM
737
International Assets Investment Management
Florida
$505K -$116K -559 -18%
CG
738
Colony Group
Massachusetts
$502K -$1.53M -7,415 -75%
PBC
739
Pavion Blue Capital
California
$499K
BWP
740
Baldwin Wealth Partners
Massachusetts
$497K
OFG
741
OmniStar Financial Group
North Carolina
$496K +$22.3K +108 +5%
Vanguard Personalized Indexing Management
742
Vanguard Personalized Indexing Management
California
$494K +$28.1K +136 +6%
CA
743
CapWealth Advisors
Tennessee
$492K -$9.31K -45 -2%
OSAM
744
O'Shaughnessy Asset Management
Connecticut
$491K -$167K -805 -25%
WA
745
WBH Advisory
Maryland
$490K
SB
746
Strategic Blueprint
Georgia
$486K +$498K +2,407 New
QCG
747
Quadrant Capital Group
Ohio
$485K +$58.8K +284 +13%
PM
748
Parametrica Management
Hong Kong
$485K +$497K +2,402 New
CIC
749
Crawford Investment Counsel
Georgia
$482K -$41.2K -199 -8%
SBSB
750
Sullivan, Bruyette, Speros & Blaney
Virginia
$481K +$34.4K +166 +7%