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Name Holding Trade Value Shares
Change
Change in
Stake
EWA
1801
Encompass Wealth Advisors
Oregon
$892K -$413K -7,356 -31%
NC
1802
NinePointTwo Capital
California
$892K
MCP
1803
Mirador Capital Partners
California
$889K -$2.13K -38 -0.2%
CTA
1804
Chesley Taft & Associates
Illinois
$883K -$58.3K -1,039 -6%
BCP
1805
Blue Chip Partners
Michigan
$883K -$6.73K -120 -0.7%
UAML
1806
US Asset Management LLC
Pennsylvania
$882K +$909K +16,203 New
APG
1807
Abacus Planning Group
South Carolina
$881K +$31K +552 +4%
PG
1808
Prostatis Group
Maryland
$880K +$90.4K +1,612 +11%
AAM
1809
Augustine Asset Management
Florida
$878K +$8.81K +157 +1%
BIP
1810
Blueprint Investment Partners
North Carolina
$875K +$492K +8,761 +120%
SB
1811
Strategic Blueprint
Georgia
$874K +$387K +6,905 +75%
VWM
1812
Vigilare Wealth Management
Arizona
$871K +$187K +3,338 +26%
NAMM
1813
NorthStar Asset Management (Massachusetts)
Massachusetts
$870K -$11.2K -200 -1%
CL
1814
COWA LLC
Oklahoma
$866K -$16.8K -300 -2%
AO
1815
Advisor OS
Illinois
$862K +$45.8K +817 +5%
FDS
1816
Freedom Day Solutions
Texas
$856K -$42.8K -762 -5%
Verition Fund Management
1817
Verition Fund Management
Connecticut
$856K +$882K +15,718 New
MMA
1818
Miracle Mile Advisors
California
$855K +$25.6K +457 +3%
NL
1819
Navalign LLC
California
$851K -$12K -214 -1%
BW
1820
Bison Wealth
Georgia
$851K +$3.25K +58 +0.4%
GFPC
1821
Global Financial Private Client
Florida
$851K +$69.4K +1,237 +9%
RG
1822
Rathbones Group
United Kingdom
$850K -$70.2K -1,252 -7%
WWM
1823
Windsor Wealth Management
Indiana
$850K +$63.9K +1,138 +8%
MCM
1824
Maple Capital Management
Vermont
$849K -$72.5K -1,292 -8%
FPF
1825
First Pacific Financial
Washington
$849K +$42.5K +757 +5%