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Name Holding Trade Value Shares
Change
Change in
Stake
SFM
1526
Signet Financial Management
New Jersey
$304K -$6.49K -103 -2%
HA
1527
Harfst & Associates
Wyoming
$304K +$2.2K +35 +0.8%
ACI
1528
Alpha Cubed Investments
California
$302K -$47.6K -756 -14%
BWP
1529
BSW Wealth Partners
Colorado
$302K +$18.9K +300 +7%
CBT
1530
Capital Bank & Trust
California
$301K -$46.5K -739 -14%
CCMG
1531
Clark Capital Management Group
Pennsylvania
$301K -$45.9K -729 -14%
PMFA
1532
Plante Moran Financial Advisors
Michigan
$300K -$37.5K -595 -11%
RCM
1533
RB Capital Management
Nevada
$299K -$11.3K -179 -4%
WP
1534
WealthPLAN Partners
Nebraska
$299K +$567 +9 +0.2%
CCM
1535
Coldstream Capital Management
Washington
$299K +$42.1K +669 +17%
PCM
1536
Pointe Capital Management
Michigan
$298K
WSFS
1537
Wilmington Savings Fund Society
Delaware
$295K +$22K +350 +8%
ZIC
1538
ZWJ Investment Counsel
Georgia
$293K -$3.46K -55 -1%
WP
1539
WealthShield Partners
North Carolina
$293K +$284K +4,515 New
KFGK
1540
Keystone Financial Group (Kentucky)
Kentucky
$292K +$3.46K +55 +1%
DDC
1541
DF Dent & Co
Maryland
$292K +$26.8K +426 +10%
VWA
1542
V Wealth Advisors
Kansas
$291K -$174K -2,756 -38%
LAM
1543
Lingohr Asset Management
Germany
$291K +$291K +4,618 New
Coatue Management
1544
Coatue Management
New York
$290K +$281K +4,463 New
HPWM
1545
Highland Private Wealth Management
Washington
$289K +$8.94K +142 +3%
MWA
1546
Meridian Wealth Advisors
Texas
$288K +$2.14K +34 +0.8%
MCP
1547
Mirador Capital Partners
California
$288K +$24.6K +390 +10%
BCWM
1548
Blue Chip Wealth Management
Florida
$287K +$9.13K +145 +3%
BW
1549
Bison Wealth
Georgia
$286K +$277K +4,399 New
CA
1550
Crumly & Associates
Illinois
$286K +$278K +4,408 New