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Name Holding Trade Value Shares
Change
Change in
Stake
MF
2476
Manchester Financial
California
$438K +$62 +1 +0%
OA
2477
Oxbow Advisors
Texas
$437K -$112K -1,812 -20%
MGWM
2478
Marks Group Wealth Management
Minnesota
$437K -$19K -309 -4%
HP
2479
Holistic Planning
Texas
$437K +$6.89K +112 +2%
QFA
2480
Quantum Financial Advisors
California
$437K -$62 -1 -0%
AAM
2481
Augustine Asset Management
Florida
$436K +$2.4K +39 +0.6%
CWM
2482
Centric Wealth Management
Illinois
$436K +$49.5K +804 +13%
FNC
2483
First National Corp
Massachusetts
$436K – – –
CFG
2484
Carr Financial Group
Massachusetts
$436K +$21.9K +355 +5%
Loomis, Sayles & Company
2485
Loomis, Sayles & Company
Massachusetts
$435K +$77.9K +1,266 +22%
TWM
2486
Trueblood Wealth Management
Ohio
$434K – – –
BTWM
2487
Baker Tilly Wealth Management
Wisconsin
$434K -$137K -2,227 -24%
CMBA
2488
C.M. Bidwell & Associates
Hawaii
$433K +$432K +7,021 New
EPIMS
2489
Evelyn Partners Investment Management Services
$433K – – –
MPWS
2490
McCarter Private Wealth Services
Massachusetts
$432K +$3.08K +50 +0.7%
HAS
2491
HBW Advisory Services
California
$431K -$18.1K -294 -4%
KCPG
2492
Kavar Capital Partners Group
Kansas
$431K +$12.9K +209 +3%
AWA
2493
AGH Wealth Advisors
Kansas
$429K -$554 -9 -0.1%
4A
2494
4Wealth Advisors
Illinois
$429K -$85.8K -1,394 -17%
CNTOF
2495
Canandaigua National Trust of Florida
New York
$428K -$799K -12,976 -65%
SGI
2496
Summit Global Investments
Utah
$427K -$1.58M -25,707 -79%
SA
2497
Strategic Advocates
Utah
$427K -$164K -2,661 -28%
BP
2498
Broadleaf Partners
Ohio
$426K – – –
Cohen & Steers
2499
Cohen & Steers
New York
$426K +$425K +6,900 New
ATWA
2500
Arbor Trust Wealth Advisors
Michigan
$425K -$89.3K -1,450 -17%