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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
2101
Centric Wealth Management
Illinois
$344K +$29.3K +241 +9%
DC
2102
DeDora Capital
California
$343K -$3.28K -27 -0.9%
LFA
2103
Landmark Financial Advisors
Kentucky
$343K
PCP
2104
Proficio Capital Partners
Massachusetts
$342K -$27.3K -225 -7%
GAM
2105
Grandview Asset Management
Pennsylvania
$342K -$9.47K -78 -3%
PHAM
2106
Palisades Hudson Asset Management
Florida
$342K
SGK
2107
Steigerwald Gordon & Koch
Virginia
$342K
GEA
2108
Glen Eagle Advisors
New Jersey
$340K -$7.29K -60 -2%
EIG
2109
Ellenbecker Investment Group
Wisconsin
$338K
BJ
2110
Brouwer & Janachowski
California
$337K
BHTS
2111
Bar Harbor Trust Services
Maine
$336K +$18.2K +150 +6%
MPPLM
2112
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$335K +$1.21K +10 +0.4%
IWA
2113
Intercontinental Wealth Advisors
Texas
$334K +$14.8K +122 +5%
TIM
2114
Tortoise Investment Management
New York
$332K -$95.8K -789 -22%
ACM
2115
Ashford Capital Management
Delaware
$332K
WCWM
2116
Wooster Corthell Wealth Management
Connecticut
$332K
BCA
2117
Berman Capital Advisors
Georgia
$331K -$3.4K -28 -1%
NPPM
2118
North Point Portfolio Managers
Ohio
$329K
JGIA
2119
Jackson Grant Investment Advisers
Connecticut
$329K +$2.92K +24 +0.9%
AFC
2120
AFT Forsyth & Company
Florida
$327K
GC
2121
Garde Capital
Washington
$326K +$7.17K +59 +2%
Loomis, Sayles & Company
2122
Loomis, Sayles & Company
Massachusetts
$324K -$1.6M -13,192 -83%
SNB
2123
Security National Bank
Nebraska
$323K -$11.8K -97 -3%
Edgewood Management
2124
Edgewood Management
Connecticut
$323K -$1.21K -10 -0.4%
PFA
2125
Pathway Financial Advisors
Vermont
$322K -$2.67K -22 -0.8%