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Name Holding Trade Value Shares
Change
Change in
Stake
BFS
551
Bradley Foster & Sargent
Connecticut
$403K -$1.61K -39 -0.4%
CK
552
Cohen Klingenstein
New York
$401K
DACG
553
Donor Advised Charitable Giving
California
$398K
HWM
554
HB Wealth Management
Georgia
$397K -$115K -2,770 -23%
HAM
555
Hedges Asset Management
Nevada
$393K
MWM
556
Modera Wealth Management
New Jersey
$392K -$53.1K -1,284 -13%
ASN
557
Advisory Services Network
Georgia
$389K -$34.9K -842 -9%
EI
558
Ellevest Inc
New York
$385K -$104K -2,502 -22%
NHC
559
Nicholas Hoffman & Company
Georgia
$380K +$360K +8,708 New
RA
560
Rational Advisors
New York
$378K +$358K +8,661 New
Fisher Asset Management
561
Fisher Asset Management
Washington
$377K +$109K +2,629 +44%
SC
562
Sapient Capital
Indiana
$376K +$357K +8,630 New
MMPW
563
Mitchell McLeod Pugh & Williams
Alabama
$376K
KOC
564
Koss-Olinger Consulting
Florida
$375K
MOS
565
MGO One Seven
Ohio
$375K +$26.7K +646 +8%
WA1
566
Wimmer Associates 1
California
$374K +$10.3K +250 +3%
BFA
567
Buttonwood Financial Advisors
Maryland
$373K -$7.12K -172 -2%
Vanguard Capital Wealth Advisors
568
Vanguard Capital Wealth Advisors
Colorado
$371K +$2.07K +50 +0.6%
FFG
569
Fortem Financial Group
California
$369K +$17.8K +431 +5%
TWP
570
Tempus Wealth Planning
California
$361K +$248 +6 +0.1%
OIA
571
OneDigital Investment Advisors
Kansas
$355K +$336K +8,128 New
FDCDDQ
572
Federation des caisses Desjardins du Quebec
Quebec, Canada
$353K -$33.6K -811 -9%
TFA
573
Tranquilli Financial Advisor
New Jersey
$352K -$36.8K -888 -10%
GIM
574
Groesbeck Investment Management
New Jersey
$351K
BP
575
Ballentine Partners
Massachusetts
$344K -$154K -3,718 -32%