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Name Holding Trade Value Shares
Change
Change in
Stake
MMPW
851
Mitchell McLeod Pugh & Williams
Alabama
$539K
SEC
852
Seven Eight Capital
New York
$534K -$1.51M -6,900 -73%
JIC
853
Johnson Investment Counsel
Ohio
$534K -$110K -503 -16%
LWP
854
Laurel Wealth Planning
Minnesota
$527K +$11K +50 +2%
WP
855
Wedgewood Partners
Missouri
$521K
RWM
856
Rench Wealth Management
Texas
$519K +$1.1K +5 +0.2%
GBA
857
Garrison Bradford & Associates
New York
$516K
CG
858
Colony Group
Massachusetts
$513K -$92.7K -423 -15%
OPA
859
Old Port Advisors
Maine
$513K
IAN
860
Integrated Advisors Network
Texas
$513K +$21.5K +98 +4%
TF
861
Tompkins Financial
New York
$513K +$539K +2,460 New
CIC
862
Crawford Investment Counsel
Georgia
$510K
CF
863
Copperwynd Financial
Arizona
$510K +$12.9K +59 +2%
EFS
864
Essex Financial Services
Connecticut
$509K -$55.9K -255 -9%
EWA
865
EP Wealth Advisors
California
$509K +$8.55K +39 +2%
IFAM
866
Institutional & Family Asset Management
Colorado
$508K +$877 +4 +0.2%
CCA
867
Checchi Capital Advisers
California
$508K +$26.3K +120 +5%
1SB
868
1ST Source Bank
Indiana
$507K +$26.7K +122 +5%
BPCE
869
Bank Pictet & Cie (Europe)
Germany
$506K -$209K -955 -28%
AAS
870
Avantax Advisory Services
Texas
$501K -$82K -374 -13%
ACP
871
Ashfield Capital Partners
California
$499K
MLL
872
Moody Lynn & Lieberson
Massachusetts
$499K
MAFM
873
Mid Atlantic Financial Management
Pennsylvania
$495K -$28.9K -132 -5%
MMA
874
Miracle Mile Advisors
California
$492K +$111K +508 +27%
CAGAS
875
Capital Advisory Group Advisory Services
Minnesota
$485K +$39K +178 +8%