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Name Holding Trade Value Shares
Change
Change in
Stake
FS
2326
Financial Symmetry
North Carolina
$729K -$120K -1,611 -15%
BFWM
2327
Bright Futures Wealth Management
New York
$726K -$6.38K -86 -0.9%
LPAM
2328
Lodestar Private Asset Management
California
$725K -$39.8K -537 -5%
AIA Group
2329
AIA Group
Hong Kong
$724K -$18.2M -245,251 -96%
DI
2330
DAGCO Inc
Ohio
$724K +$148 +2 +0%
FFC
2331
First Financial Corp
Indiana
$724K – – –
SAM
2332
SP Asset Management
California
$723K -$4.3K -58 -0.6%
CPA
2333
Capital Performance Advisors
California
$722K +$101K +1,361 +17%
VCP
2334
Verus Capital Partners
Arizona
$721K +$74.8K +1,008 +12%
FAOAI
2335
Fund Advisors of America Inc
Florida
$719K +$693K +9,337 New
FPCP
2336
Fort Point Capital Partners
California
$717K +$113K +1,525 +19%
WAG
2337
Winthrop Advisory Group
Massachusetts
$716K +$21.8K +294 +3%
SC
2338
Steph & Co
Wisconsin
$716K -$59.5K -802 -8%
WP
2339
WealthSpring Partners
California
$714K +$688K +9,273 New
UWS
2340
Unique Wealth Strategies
Illinois
$710K -$39.3K -530 -5%
PMSA
2341
Patrick M. Sweeney & Associates
Illinois
$707K +$8.53K +115 +1%
DWM
2342
Dogwood Wealth Management
Kansas
$707K -$160K -2,162 -19%
IWM
2343
Integris Wealth Management
California
$707K – – –
UB
2344
Umpqua Bank
Oregon
$706K -$47.9K -646 -7%
FB
2345
First Bancorp
Maine
$706K -$15.4K -207 -2%
WWM
2346
Whalen Wealth Management
Nevada
$705K +$680K +9,158 New
HP
2347
Holistic Planning
Texas
$705K +$77.3K +1,042 +13%
RWP
2348
Revolve Wealth Partners
New Jersey
$705K +$18K +243 +3%
NME
2349
Notis-McConarty Edward
$703K – – –
BWG
2350
Beta Wealth Group
California
$703K -$36.9K -497 -5%