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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
1401
Connecticut Wealth Management
Connecticut
$441K +$384K +1,753 New
AFP
1402
Ausdal Financial Partners
Iowa
$441K +$384K +1,755 New
MWM
1403
Mattern Wealth Management
Kansas
$440K +$1.09K +5 +0.3%
CMI
1404
Clare Market Investments
Texas
$439K +$24.1K +110 +7%
SC
1405
Saturna Capital
Washington
$438K -$29.3K -134 -7%
FWP
1406
FAS Wealth Partners
Kansas
$438K -$21.9K -100 -5%
OCM
1407
One Capital Management
California
$437K +$38.1K +174 +11%
FNBT
1408
FineMark National Bank & Trust
Florida
$436K -$93.5K -427 -20%
HL
1409
HeadInvest LLC
Maine
$433K +$4.38K +20 +1%
GCM
1410
Gladius Capital Management
Illinois
$433K +$377K +1,720 New
Select Equity Group
1411
Select Equity Group
New York
$432K -$322K -1,472 -46%
JIP
1412
Jaffetilchin Investment Partners
Florida
$431K +$375K +1,714 New
MIC
1413
Meridian Investment Counsel
California
$427K
WP
1414
WMS Partners
Maryland
$425K -$7.66K -35 -2%
ADL
1415
Asset Dedication LLC
California
$424K +$356K +1,628 +11,629%
CAIMH
1416
Central Asset Investments & Management Holdings
Hong Kong
$424K +$370K +1,690 New
AP
1417
Adero Partners
California
$423K -$1.97K -9 -0.5%
RPWA
1418
Regent Peak Wealth Advisors
Georgia
$422K +$35K +160 +11%
HR
1419
Hayden Royal
North Carolina
$420K +$63.9K +292 +21%
TF
1420
Tompkins Financial
New York
$419K -$1.53K -7 -0.4%
XF
1421
XML Financial
Maryland
$419K +$3.94K +18 +1%
SIAS
1422
Shine Investment Advisory Services
Colorado
$416K -$32.6K -149 -8%
KPCM
1423
Kings Point Capital Management
New York
$416K +$16K +73 +5%
SCG
1424
Sonata Capital Group
Washington
$415K +$87.6K +400 +32%
AWM
1425
Aevitas Wealth Management
Massachusetts
$413K