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Name Holding Trade Value Shares
Change
Change in
Stake
TA
1676
TrueWealth Advisors
Alabama
$637K -$4.44K -11 -0.7%
JWM
1677
JPL Wealth Management
Colorado
$634K -$403 -1 -0.1%
WCG
1678
Weaver Consulting Group
California
$633K -$76.6K -190 -11%
FHA
1679
Flagship Harbor Advisors
Massachusetts
$630K
AIM
1680
Alhambra Investment Management
Florida
$629K -$4.03K -10 -0.7%
AO
1681
Advisor OS
Illinois
$627K -$8.06K -20 -1%
CT
1682
Caldwell Trust
Florida
$625K +$49.2K +122 +9%
RFO
1683
RiverGlades Family Offices
Florida
$623K +$248K +614 +72%
BDFN
1684
Bond & Devick Financial Network
Minnesota
$623K +$16.1K +40 +3%
UAML
1685
US Asset Management LLC
Pennsylvania
$623K
SFS
1686
Summit Financial Strategies
Ohio
$622K -$403 -1 -0.1%
DDC
1687
DF Dent & Co
Maryland
$620K -$4.84K -12 -0.8%
VCP
1688
Verus Capital Partners
Arizona
$619K -$11.7K -29 -2%
CFMC
1689
Curbstone Financial Management Corp
New Hampshire
$618K -$141K -350 -19%
PAS
1690
PKS Advisory Services
New York
$617K -$136K -337 -19%
EFM
1691
E Fund Management
China
$614K -$5.24K -13 -0.9%
NAM
1692
NorthCrest Asset Manangement
Minnesota
$613K +$48K +119 +9%
PWMA
1693
Pension & Wealth Management Advisors
Massachusetts
$613K +$297K +737 +105%
PWP
1694
Phillips Wealth Planners
Mississippi
$610K +$5.65K +14 +0.9%
FFP
1695
FourThought Financial Partners
Florida
$609K +$41.1K +102 +8%
PCH
1696
PGIM Custom Harvest
New Jersey
$609K +$37.1K +92 +7%
PL
1697
Parthenon LLC
Kentucky
$607K
ALAM
1698
Asahi Life Asset Management
Japan
$606K +$573K +1,421 New
NPT
1699
National Philanthropic Trust
Pennsylvania
$604K -$6.05K -15 -1%
CAWM
1700
Capital Advisors Wealth Management
Washington
$599K +$31.1K +77 +6%