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Name Holding Trade Value Shares
Change
Change in
Stake
CCA
851
Checchi Capital Advisers
California
$554K +$10.4K +185 +2%
KWM
852
Keebeck Wealth Management
Illinois
$554K +$5.63K +100 +1%
Mather Group
853
Mather Group
Illinois
$551K +$87.7K +1,559 +18%
WDC
854
Woodward Diversified Capital
California
$547K +$86.2K +1,532 +18%
FUBT
855
First United Bank & Trust
Maryland
$547K +$21.1K +375 +4%
DA
856
Detalus Advisors
Missouri
$546K – – –
AFG
857
Alterity Financial Group
Maine
$546K – – –
NRS
858
Neville Rodie & Shaw
New York
$545K -$2.53K -45 -0.5%
OCM
859
Orleans Capital Management
Louisiana
$545K +$99.9K +1,775 +22%
CCA
860
Cobblestone Capital Advisors
New York
$544K +$160K +2,848 +40%
OA
861
Oxbow Advisors
Texas
$541K – – –
Coldstream Capital Management
862
Coldstream Capital Management
Washington
$541K +$46.6K +829 +9%
HR
863
Howe & Rusling
New York
$541K -$16.5K -293 -3%
GFA
864
Gifford Fong Associates
California
$539K – – –
RCM
865
Raleigh Capital Management
North Carolina
$535K +$161K +2,860 +41%
IRC
866
Investors Research Corp
Georgia
$533K -$5.63K -100 -1%
HL
867
HeadInvest LLC
Maine
$532K -$32.7K -581 -6%
BMC
868
Beaton Management Company
Massachusetts
$532K -$1.69K -30 -0.3%
CF
869
Centaurus Financial
California
$529K -$10.8K -192 -2%
Mission Wealth Management
870
Mission Wealth Management
California
$528K +$61.3K +1,090 +13%
AAM
871
Augustine Asset Management
Florida
$525K +$113 +2 +0%
ASFA
872
All Season Financial Advisors
Colorado
$525K +$539K +9,576 New
HFRG
873
Houlihan Financial Resource Group
Virginia
$524K -$3.66K -65 -0.7%
Buckingham Strategic Wealth
874
Buckingham Strategic Wealth
Missouri
$521K – – –
BLC
875
Brown, Lisle/Cummings
Rhode Island
$518K -$2.7K -48 -0.5%