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Name Holding Trade Value Shares
Change
Change in
Stake
FFA
301
Fragasso Financial Advisors
Pennsylvania
$1.44M +$36.3K +261 +3%
TAM
302
Taurus Asset Management
New York
$1.42M -$146K -1,050 -9%
CHJWM
303
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.42M -$22.9K -165 -2%
FPCM
304
Financial Partners Capital Management
New York
$1.41M +$31.3K +225 +2%
UR
305
USCA RIA
Texas
$1.41M +$627K +4,512 +77%
ASN
306
Advisory Services Network
Georgia
$1.39M +$190K +1,363 +15%
AI
307
Atria Investments
North Carolina
$1.35M -$31.1K -224 -2%
FIM
308
Freedom Investment Management
Connecticut
$1.34M -$83.4K -600 -6%
LA
309
LVW Advisors
New York
$1.34M -$8.48K -61 -0.6%
CIP
310
Capital Insight Partners
Arizona
$1.33M +$22.5K +162 +2%
ECM
311
ETrade Capital Management
Virginia
$1.29M +$282K +2,030 +27%
PMG
312
ProVise Management Group
Florida
$1.29M -$78.7K -566 -6%
AHC
313
Anderson Hoagland & Co
Missouri
$1.28M
BAM
314
Barrett Asset Management
New York
$1.26M +$143K +1,030 +12%
LNWWM
315
Laird Norton Wetherby Wealth Management
California
$1.25M +$78.8K +567 +7%
BWM
316
BerganKDV Wealth Management
Minnesota
$1.25M +$1.28M +9,205 New
NAM
317
Needelman Asset Management
California
$1.24M -$6.26K -45 -0.5%
MA
318
MUFG Americas
New York
$1.23M -$267K -1,923 -18%
CAM
319
Columbia Asset Management
Michigan
$1.21M
Mirae Asset Global Investments
320
Mirae Asset Global Investments
South Korea
$1.21M +$39.9K +287 +3%
RCA
321
Rowland Carmichael Advisors
Arizona
$1.17M +$3.48K +25 +0.3%
SW
322
SVB Wealth
Massachusetts
$1.15M -$82.7K -595 -7%
MML Investors Services
323
MML Investors Services
Massachusetts
$1.14M +$30K +216 +3%
WAM
324
Weatherly Asset Management
California
$1.11M
BDS
325
Banco de Sabadell
Florida
$1.11M +$116K +834 +11%