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Name Holding Trade Value Shares
Change
Change in
Stake
CCM
1001
Covington Capital Management
California
$224K +$13.7K +121 +7%
RIA
1002
Regal Investment Advisors
Michigan
$224K +$211K +1,868 New
MWM
1003
Mission Wealth Management
California
$223K +$210K +1,856 New
CFO
1004
Collective Family Office
Pennsylvania
$222K +$209K +1,851 New
ACM
1005
Allred Capital Management
Texas
$222K +$210K +1,854 New
IAN
1006
Integrated Advisors Network
Texas
$220K -$51.8K -458 -20%
GD
1007
Grandfield & Dodd
New York
$220K +$204K +1,801 New
SCG
1008
Sonata Capital Group
Washington
$220K +$207K +1,835 New
WI
1009
WrapManager Inc
California
$219K -$45.7K -404 -18%
EWA
1010
EP Wealth Advisors
California
$219K -$18.9K -167 -8%
CFA
1011
CWS Financial Advisors
Michigan
$219K +$206K +1,820 New
NIA
1012
NIA Impact Advisors
California
$218K +$191K +1,692 New
VWA
1013
Visionary Wealth Advisors
Illinois
$218K +$205K +1,818 New
HPC
1014
HM Payson & Co
Maine
$216K
CA
1015
Centerpoint Advisors
Massachusetts
$215K
WFC
1016
Western Financial Corp
California
$215K +$202K +1,790 New
FSA
1017
Franklin Street Advisors
North Carolina
$215K +$203K +1,792 New
EH
1018
Equitable Holdings
New York
$214K +$201K +1,781 New
MFA
1019
Mayflower Financial Advisors
Massachusetts
$214K +$202K +1,785 New
BTW
1020
Boston Trust Walden
Massachusetts
$213K +$201K +1,775 New
RE
1021
RBC Europe
United Kingdom
$211K +$41.2K +365 +26%
CFGS
1022
Concourse Financial Group Securities
Alabama
$210K
HB
1023
Homrich & Berg
Georgia
$209K -$44.5K -394 -18%
IFG
1024
Investors Financial Group
Minnesota
$208K +$196K +1,730 New
WA
1025
WBH Advisory
Maryland
$207K +$185K +1,640 New