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Name Holding Trade Value Shares
Change
Change in
Stake
BFG
1326
Beacon Financial Group
Texas
$795K -$60.6K -852 -7%
IA
1327
IFP Advisors
Florida
$793K -$475K -6,670 -37%
WCA
1328
Westover Capital Advisors
Delaware
$791K -$2.18M -30,601 -73%
WFS
1329
Widmann Financial Services
Maryland
$789K +$91.1K +1,281 +13%
SIG
1330
Sargent Investment Group
Maryland
$787K +$51.9K +730 +7%
BWM
1331
Buckley Wealth Management
Nevada
$781K +$242K +3,398 +43%
GEA
1332
Glen Eagle Advisors
New Jersey
$772K -$7.83K -110 -1%
PHIC
1333
Pine Haven Investment Counsel
Massachusetts
$771K -$14.9K -210 -2%
FNFDCM
1334
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$768K -$640 -9 -0.1%
OHWA
1335
Oak Hill Wealth Advisors
Virginia
$763K -$5.98K -84 -0.9%
TBNY
1336
Trustco Bank (New York)
New York
$760K -$44.1K -620 -5%
PP
1337
Patten & Patten
Tennessee
$755K +$7.97K +112 +1%
ACM
1338
Alethea Capital Management
Washington
$754K +$48.7K +684 +7%
AF
1339
Allworth Financial
California
$751K +$38.1K +535 +5%
BJL
1340
Brighton Jones LLC
Washington
$748K +$7.4K +104 +1%
MYLI
1341
Meiji Yasuda Life Insurance
Japan
$744K -$606K -8,514 -44%
HAG
1342
HF Advisory Group
Maryland
$744K +$75.9K +1,067 +11%
BDFN
1343
Bond & Devick Financial Network
Minnesota
$743K
CAAS
1344
Capital Asset Advisory Services
Michigan
$742K -$82.4K -1,158 -10%
WA
1345
WBH Advisory
Maryland
$740K -$6.4K -90 -0.8%
NL
1346
Navalign LLC
California
$740K +$36.1K +508 +5%
S
1347
SimplyRich
California
$738K -$6.76K -95 -0.9%
TFA
1348
Teamwork Financial Advisors
Texas
$735K +$164K +2,310 +28%
DP
1349
Dearborn Partners
Illinois
$733K -$136K -1,913 -15%
MIM
1350
MTM Investment Management
South Carolina
$732K +$71 +1 +0%