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Name Holding Trade Value Shares
Change
Change in
Stake
MPW
1126
Monterey Private Wealth
California
$341K – – –
MA
1127
Montag & Associates
Georgia
$341K – – –
AF
1128
Aldebaran Financial
$340K -$96K -386 -21%
WT
1129
Washington Trust
Rhode Island
$340K -$74.6K -300 -17%
HKIMG
1130
Hutchens & Kramer Investment Management Group
Indiana
$340K -$34.6K -139 -9%
EWM
1131
Echo Wealth Management
Minnesota
$336K +$62.2K +250 +21%
CCM
1132
Cullen Capital Management
New York
$336K – – –
AA
1133
ALPS Advisors
Colorado
$333K – – –
TBT
1134
Texas Bank & Trust
Texas
$333K +$353K +1,420 New
Fisher Asset Management
1135
Fisher Asset Management
Washington
$333K +$50.2K +202 +17%
BCM
1136
Brookstone Capital Management
Illinois
$331K +$106K +425 +43%
HTC
1137
Haverford Trust Company
Pennsylvania
$330K -$9.7K -39 -3%
FFM
1138
Forum Financial Management
Illinois
$330K +$86.8K +349 +33%
NEWAS
1139
N.E.W. Advisory Services
Wisconsin
$329K – – –
SAM
1140
Strategy Asset Managers
California
$329K +$13.9K +56 +4%
SP
1141
Stonebrook Private
Michigan
$327K +$1.99K +8 +0.6%
BSHC
1142
Breed's Hill Capital
Massachusetts
$325K +$26.6K +107 +8%
WMA
1143
West Michigan Advisors
Michigan
$323K -$22.1K -89 -6%
PFGIA
1144
Patriot Financial Group Insurance Agency
Massachusetts
$321K +$9.94K +40 +3%
EFS
1145
Essex Financial Services
Connecticut
$319K +$20.6K +83 +6%
BB
1146
Bell Bank
North Dakota
$318K +$1.99K +8 +0.6%
NFG
1147
Nadler Financial Group
Illinois
$318K +$103K +415 +44%
SRA
1148
Secured Retirement Advisors
Minnesota
$316K -$7.46K -30 -2%
TFS
1149
Thoroughbred Financial Services
Tennessee
$315K +$249 +1 +0.1%
SA
1150
SL Advisors
New Jersey
$315K -$13.9K -56 -4%