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Name Holding Trade Value Shares
Change
Change in
Stake
LWS
1276
Lucia Wealth Services
California
$795K -$20.7K -543 -3%
WPA
1277
West Paces Advisors
Georgia
$795K +$7.43K +195 +1%
EWM
1278
Evermay Wealth Management
Virginia
$794K -$30.5K -800 -4%
TPWA
1279
TRUE Private Wealth Advisors
Oregon
$786K +$163K +4,291 +27%
BHWM
1280
Bar Harbor Wealth Management
New Hampshire
$781K -$563K -14,796 -42%
PW
1281
Price Wealth
Texas
$772K +$81.8K +2,147 +12%
BFO
1282
Biltmore Family Office
North Carolina
$771K -$38.1K -1,000 -5%
BAS
1283
Brown Advisory Securities
Maryland
$767K -$44.7K -1,173 -6%
AW
1284
Alpha Windward
Massachusetts
$766K +$414K +10,872 +124%
PA
1285
Procyon Advisors
Connecticut
$765K +$3.88K +102 +0.5%
JIC
1286
Joel Isaacson & Co
New York
$761K +$5.6K +147 +0.8%
PWM
1287
PBMares Wealth Management
Virginia
$757K +$38 +1 +0%
DCM
1288
Davis Capital Management
Florida
$757K +$328K +8,616 +80%
OAM
1289
Occidental Asset Management
California
$756K +$22.7K +595 +3%
BDF
1290
Balasa Dinverno & Foltz
$755K -$155K -4,074 -17%
TCM
1291
Tributary Capital Management
Nebraska
$755K -$30.5K -800 -4%
LOAMS
1292
Lombard Odier Asset Management (Switzerland)
Switzerland
$750K -$896K -23,517 -55%
LA
1293
Legacy Advisors
Pennsylvania
$749K – – –
WBC
1294
West Branch Capital
Massachusetts
$749K +$465K +12,209 +174%
BFM
1295
Boston Financial Management
Massachusetts
$747K -$84.2K -2,210 -10%
FA
1296
FCG Advisors
New Jersey
$747K +$17.3K +454 +2%
HFA
1297
HC Financial Advisors
California
$742K +$566K +14,863 +357%
EFS
1298
Essex Financial Services
Connecticut
$740K -$196K -5,143 -21%
GWCM
1299
Godshalk Welsh Capital Management
Pennsylvania
$739K +$9.52K +250 +1%
SSA
1300
Schonfeld Strategic Advisors
New York
$738K -$3.53M -92,615 -83%