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Name Holding Trade Value Shares
Change
Change in
Stake
DY
851
Dowling & Yahnke
California
$459K +$5.88K +42 +1%
GC
852
Gilbert & Cook
Iowa
$458K +$32.3K +231 +7%
APP
853
Avantax Planning Partners
Iowa
$456K -$29.5K -211 -6%
9WM
854
9258 Wealth Management
Ohio
$454K +$53.2K +380 +12%
WEG
855
World Equity Group
Illinois
$450K +$499K +3,570 New
Fayez Sarofim & Co
856
Fayez Sarofim & Co
Texas
$445K -$7.83K -56 -2%
BFS
857
Bradley Foster & Sargent
Connecticut
$445K
ESB
858
Essex Savings Bank
Connecticut
$445K +$5.74K +41 +1%
WPA
859
West Paces Advisors
Georgia
$444K +$9.79K +70 +2%
MIC
860
Means Investment Company
Maine
$444K +$2.1K +15 +0.4%
ZCA
861
Zeke Capital Advisors
Pennsylvania
$443K -$1.96K -14 -0.4%
LWM
862
Laidlaw Wealth Management
New York
$443K +$4.9K +35 +1%
SCM
863
Shelton Capital Management
Colorado
$443K +$74.8K +535 +18%
PA
864
Profund Advisors
Maryland
$441K -$149K -1,067 -23%
DHFB
865
Dixon Hubard Feinour & Brown
Virginia
$441K -$7.13K -51 -1%
BCA
866
Bay Colony Advisors
Massachusetts
$438K -$109K -777 -21%
OPOWM
867
One Plus One Wealth Management
Florida
$437K -$21.4K -153 -4%
AFG
868
Allegheny Financial Group
Pennsylvania
$437K
IWM
869
IHT Wealth Management
Illinois
$435K -$3.78K -27 -0.8%
TI
870
Trexquant Investment
Connecticut
$435K +$483K +3,450 New
CPO
871
Cerity Partners OCIO
New York
$434K
AWP
872
Abacus Wealth Partners
California
$434K -$1.82K -13 -0.4%
RIA
873
Richwood Investment Advisors
Ohio
$430K -$1.12K -8 -0.2%
AC
874
Avestar Capital
New York
$430K +$146K +1,046 +44%
CIA
875
Citadel Investment Advisory
Ohio
$429K -$6.99K -50 -1%