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Name Holding Trade Value Shares
Change
Change in
Stake
RIA
876
Richwood Investment Advisors
Ohio
$602K +$580K +2,567 New
CF
877
Copperwynd Financial
Arizona
$600K +$24.9K +110 +4%
LWP
878
Laurel Wealth Planning
Minnesota
$593K
EWA
879
EP Wealth Advisors
California
$592K +$19.4K +86 +4%
PF
880
Phoenix Financial
Israel
$589K -$40.2K -178 -7%
MMPW
881
Mitchell McLeod Pugh & Williams
Alabama
$588K -$18.1K -80 -3%
WP
882
Wedgewood Partners
Missouri
$586K
RWM
883
Rench Wealth Management
Texas
$585K +$1.36K +6 +0.2%
MWM
884
Meridian Wealth Management
Kentucky
$583K +$68.3K +302 +14%
OFS
885
Orrstown Financial Services
Pennsylvania
$579K -$52.7K -233 -8%
IIC
886
Integrated Investment Consultants
Michigan
$575K -$316K -1,399 -36%
MGIA
887
Moneta Group Investment Advisors
Missouri
$575K +$50.2K +222 +10%
HWM
888
HB Wealth Management
Georgia
$573K +$552K +2,441 New
EC
889
Enhancing Capital
Pennsylvania
$573K +$552K +2,444 New
RA
890
RFG Advisory
Alabama
$572K +$79.3K +351 +17%
CA
891
Clearstead Advisors
Ohio
$572K +$135K +597 +32%
WTC
892
WhitTier Trust Company
Nevada
$570K -$98.3K -435 -15%
1SB
893
1ST Source Bank
Indiana
$570K
RP
894
Riverwater Partners
Wisconsin
$569K +$548K +2,426 New
CCA
895
Checchi Capital Advisers
California
$565K -$6.1K -27 -1%
GBA
896
Garrison Bradford & Associates
New York
$563K -$17K -75 -3%
CG
897
Colony Group
Massachusetts
$563K -$13.1K -58 -2%
CIC
898
Crawford Investment Counsel
Georgia
$562K -$11.3K -50 -2%
MLL
899
Moody Lynn & Lieberson
Massachusetts
$560K -$904 -4 -0.2%
MIM
900
Meridiem Investment Management
United Kingdom
$559K -$192K -850 -26%