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Name Holding Trade Value Shares
Change
Change in
Stake
FAIM
851
Financial Advocates Investment Management
Washington
$248K -$25.4K -308 -10%
WAM
852
Wakefield Asset Management
Colorado
$247K +$238K +2,894 New
William Blair Investment Management
853
William Blair Investment Management
Illinois
$247K -$1.4K -17 -0.6%
CI
854
Conning Inc
Connecticut
$247K
FC
855
Forte Capital
New York
$247K
TC
856
Trilogy Capital
California
$246K +$237K +2,876 New
SP
857
Successful Portfolios
Florida
$245K +$329 +4 +0.1%
CC
858
Copperleaf Capital
North Carolina
$242K +$233K +2,832 New
GJWM
859
Gilliland Jeter Wealth Management
Arkansas
$241K
KLCM
860
KG&L Capital Management
Louisiana
$239K +$230K +2,797 New
WA
861
Wealth Architects
California
$238K +$229K +2,783 New
MWS
862
MFA Wealth Services
California
$237K +$3.13K +38 +1%
KMWM
863
Keudell/Morrison Wealth Management
Oregon
$236K -$15.6K -189 -6%
I
864
InceptionR
California
$234K +$226K +2,742 New
LG
865
LaFleur & Godfrey
Michigan
$234K -$9.88K -120 -4%
DWT
866
Dorsey & Whitney Trust
South Dakota
$233K +$225K +2,730 New
SS
867
Sunbelt Securities
Texas
$233K +$1.15K +14 +0.5%
PWMAG
868
Pinnacle Wealth Management Advisory Group
New Jersey
$233K +$224K +2,724 New
PFPT
869
Pinnacle Financial Partners (Tennessee)
Tennessee
$232K -$54.8K -666 -20%
DA
870
Denali Advisors
California
$231K -$323K -3,922 -59%
SIA
871
Schechter Investment Advisors
Michigan
$231K -$17.9K -217 -7%
ARC
872
Advisor Resource Council
Texas
$230K +$228K +2,763 New
LA
873
Legacy Advisors
Pennsylvania
$229K +$220K +2,677 New
KCM
874
Kathmere Capital Management
Pennsylvania
$227K +$219K +2,658 New
CWMGO
875
Capstone Wealth Management Group (Oregon)
Oregon
$226K