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Name Holding Trade Value Shares
Change
Change in
Stake
CAG
1526
Crestwood Advisors Group
Massachusetts
$802K -$31.4K -282 -4%
IP
1527
Intellectus Partners
California
$802K +$55.3K +497 +8%
BBA
1528
Braun-Bostich & Associates
Pennsylvania
$798K -$9.79K -88 -1%
PFO
1529
Pathstone Family Office
New Jersey
$798K -$5.9K -53 -0.8%
JA
1530
JOYN Advisors
Georgia
$798K +$49.3K +443 +7%
CWP
1531
Capital Wealth Planning
Florida
$798K +$760K +6,825 New
LFA
1532
Legacy Financial Advisors
Kentucky
$794K -$4.34K -39 -0.6%
SFM
1533
Signature Financial Management
Virginia
$793K +$223 +2 +0%
FPFS
1534
First Personal Financial Services
North Carolina
$793K +$11.8K +106 +2%
SSWM
1535
Sheets Smith Wealth Management
North Carolina
$790K -$8.46K -76 -1%
ACM
1536
Argent Capital Management
Missouri
$790K – – –
PFC
1537
Phocas Financial Corp
California
$785K +$557 +5 +0.1%
FMLI
1538
Fukoku Mutual Life Insurance
Japan
$783K -$22.3K -200 -3%
CFGS
1539
Concourse Financial Group Securities
Alabama
$780K +$742K +6,667 New
OIA
1540
OneDigital Investment Advisors
Kansas
$777K +$29.4K +264 +4%
RPC
1541
Rossmore Private Capital
Connecticut
$774K +$20.7K +186 +3%
AssetMark Inc
1542
AssetMark Inc
California
$773K -$5.34K -48 -0.7%
ACA
1543
Anchor Capital Advisors
Massachusetts
$771K -$22.3K -200 -3%
MWM
1544
Mission Wealth Management
California
$769K -$29.4K -264 -4%
CCM
1545
Chickasaw Capital Management
Tennessee
$769K -$16.7K -150 -2%
ZCI
1546
Zevenbergen Capital Investments
Washington
$768K -$3.34K -30 -0.5%
CWA
1547
Cypress Wealth Advisors
California
$763K – – –
BIM
1548
Barton Investment Management
Pennsylvania
$761K – – –
BO
1549
Bank OZK
Arkansas
$760K -$58K -521 -7%
CHCM
1550
Columbus Hill Capital Management
New Jersey
$760K +$723K +6,500 New