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Name Holding Trade Value Shares
Change
Change in
Stake
Boston Trust Walden
1826
Boston Trust Walden
Massachusetts
$524K -$6.42K -24 -1%
RIA
1827
Regal Investment Advisors
Michigan
$522K -$20.6K -77 -4%
Journey Strategic Wealth
1828
Journey Strategic Wealth
New Jersey
$522K +$355K +1,326 +188%
RH
1829
RFG Holdings
Texas
$522K +$239K +893 +79%
NFA
1830
Northern Financial Advisors
Michigan
$520K -$1.61K -6 -0.3%
CA
1831
Crewe Advisors
Utah
$519K +$7.76K +29 +1%
PWS
1832
Peterson Wealth Services
Utah
$518K +$8.56K +32 +2%
VC
1833
Vicus Capital
Pennsylvania
$518K +$44.7K +167 +9%
BC
1834
Brio Consultants
California
$516K -$86.7K -324 -14%
JIC
1835
Joel Isaacson & Co
New York
$515K +$15K +56 +3%
AIMC
1836
Alley Investment Management Company
Illinois
$515K -$16.1K -60 -3%
CC
1837
Callan Capital
California
$515K -$58.9K -220 -10%
PP
1838
Pegasus Partners
Wisconsin
$515K +$179K +668 +50%
HNB
1839
Hilltop National Bank
Wyoming
$515K +$268 +1 +0%
NFA
1840
Northwest Financial Advisors
Virginia
$515K -$42.8K -160 -7%
CP
1841
Covenant Partners
Tennessee
$514K – – –
MUAMU
1842
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$514K -$2.94M -11,000 -85%
ISWM
1843
Independent Solutions Wealth Management
New York
$513K -$1.49M -5,555 -74%
CWM
1844
Connecticut Wealth Management
Connecticut
$512K +$19.8K +74 +4%
Gratus Capital
1845
Gratus Capital
Georgia
$512K +$180K +672 +51%
PCM
1846
Pointe Capital Management
Michigan
$511K +$1.07K +4 +0.2%
EWA
1847
Encompass Wealth Advisors
Oregon
$507K +$13.1K +49 +3%
DOA
1848
D'Orazio & Associates
Virginia
$507K +$1.07K +4 +0.2%
RIM
1849
Redwood Investment Management
Arizona
$505K -$1.25M -4,685 -69%
WPC
1850
White Pine Capital
Minnesota
$505K +$11.5K +43 +2%