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Name Holding Trade Value Shares
Change
Change in
Stake
WIA
1401
Westbourne Investment Advisors
Maryland
$562K +$45.1K +145 +8%
FBFS
1402
First Business Financial Services
Wisconsin
$561K
FA
1403
Fermata Advisors
California
$559K -$38.9K -125 -6%
CIA
1404
Cascade Investment Advisors
Oregon
$559K
WIC
1405
Woodmont Investment Counsel
Tennessee
$558K +$6.23K +20 +1%
BMCM
1406
Burns Matteson Capital Management
New York
$557K -$129K -414 -17%
PK
1407
Pflug Koory
Nebraska
$556K
DBIA
1408
Dumont & Blake Investment Advisors
New Jersey
$556K -$25.2K -81 -4%
LWA
1409
Lineweaver Wealth Advisors
Ohio
$556K +$636K +2,044 New
CWA
1410
CogentBlue Wealth Advisors
Tennessee
$555K +$7.16K +23 +1%
IGAM
1411
iA Global Asset Management
Quebec, Canada
$554K +$635K +2,039 New
APP
1412
Avantax Planning Partners
Iowa
$554K -$14.6K -47 -2%
CP
1413
Clarendon Private
Massachusetts
$552K +$85.9K +276 +16%
ACP
1414
Aviance Capital Partners
Florida
$551K
AWM
1415
Aries Wealth Management
Maine
$550K
KWMG
1416
King Wealth Management Group
Florida
$550K
AEPWM
1417
Atlantic Edge Private Wealth Management
Florida
$549K
BOTPPF
1418
Board of the Pension Protection Fund
United Kingdom
$544K -$405K -1,300 -39%
HTIM
1419
Harbour Trust & Investment Management
Indiana
$544K +$31.1K +100 +5%
OGC
1420
Oak Grove Capital
New Hampshire
$544K +$623K +2,000 New
TIA
1421
Traphagen Investment Advisors
New Jersey
$542K +$15.6K +50 +3%
TCOO
1422
Trust Company of Oklahoma
Oklahoma
$541K +$619K +1,989 New
AAP
1423
Arax Advisory Partners
Colorado
$538K +$130K +416 +27%
RCA
1424
Resonant Capital Advisors
Wisconsin
$535K -$4.05K -13 -0.7%
PCS
1425
Personal CFO Solutions
New Jersey
$534K +$58.5K +188 +11%