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Name Holding Trade Value Shares
Change
Change in
Stake
HWA
676
HCR Wealth Advisors
California
$137K
VI
677
Versor Investments
New York
$137K +$140K +20,600 New
DAS
678
Dynamic Advisor Solutions
Arizona
$136K -$23.2K -3,421 -14%
MGIA
679
Moneta Group Investment Advisors
Missouri
$136K -$7.63K -1,126 -5%
ZF
680
Zhang Financial
Michigan
$136K -$5.97K -881 -4%
9WM
681
9258 Wealth Management
Ohio
$136K +$7.58K +1,119 +7%
KA
682
KLCM Advisors
Wisconsin
$136K +$9.96K +1,471 +8%
PWLP
683
Prio Wealth Limited Partnership
Massachusetts
$136K +$138K +20,358 New
CAAS
684
Capital Asset Advisory Services
Michigan
$135K -$40.4K -5,965 -23%
HA
685
HYA Advisors
Missouri
$135K -$10.6K -1,567 -7%
CIC
686
Carnegie Investment Counsel
Ohio
$135K -$2.37K -350 -2%
TCBWMS
687
Texas Capital Bank Wealth Management Services
Texas
$134K -$240K -35,500 -64%
IF
688
Intrua Financial
Texas
$134K -$43.3K -6,392 -29%
ACM
689
Alta Capital Management
Utah
$134K
FMLI
690
Fukoku Mutual Life Insurance
Japan
$134K
AFS
691
Axiom Financial Strategies
Indiana
$133K -$15.8K -2,331 -10%
CFA
692
Carroll Financial Associates
North Carolina
$132K -$24.3K -3,590 -15%
KIA
693
KCM Investment Advisors
California
$132K
CAG
694
Csenge Advisory Group
Florida
$131K +$36.6K +5,402 +40%
WIA
695
Wealthstreet Investment Advisors
Texas
$129K -$13.5K -2,000 -9%
PSUF
696
People's United Financial
Connecticut
$127K +$10.9K +1,606 +9%
Vanguard Personalized Indexing Management
697
Vanguard Personalized Indexing Management
California
$127K +$30.2K +4,457 +30%
RPWA
698
Regent Peak Wealth Advisors
Georgia
$125K -$3.31K -489 -3%
VCM
699
Virtue Capital Management
Tennessee
$124K +$5.42K +800 +4%
PVWM
700
Point View Wealth Management
New Jersey
$120K -$2.97K -438 -2%