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Name Holding Trade Value Shares
Change
Change in
Stake
CAL
1201
Capital Advisors Ltd
Ohio
$315K +$101K +499 +57%
Empower Advisory Group
1202
Empower Advisory Group
Colorado
$313K +$278K +1,367 New
WANY
1203
Wealthspire Advisors (New York)
New York
$312K -$85.9K -423 -24%
MWM
1204
Massachusetts Wealth Management
Massachusetts
$312K – – –
VST
1205
Van Strum & Towne
California
$312K – – –
MPI
1206
Mairs & Power Inc
Minnesota
$312K +$277K +1,365 New
BFA
1207
Beaumont Financial Advisors
Massachusetts
$311K +$3.45K +17 +1%
CWS
1208
Confluence Wealth Services
Pennsylvania
$311K – – –
GI
1209
Gradient Investments
Minnesota
$308K -$29.2K -144 -10%
MWM
1210
Merriman Wealth Management
Washington
$305K +$609 +3 +0.2%
IIC
1211
Integrated Investment Consultants
Michigan
$305K -$113K -556 -29%
ST
1212
Somerset Trust
Pennsylvania
$305K +$1.01K +5 +0.4%
Fisher Asset Management
1213
Fisher Asset Management
Washington
$305K +$271K +1,333 New
BAM
1214
BOS Asset Management
Illinois
$304K – – –
LI
1215
Lafayette Investments
Maryland
$304K – – –
FCCM
1216
First City Capital Management
Georgia
$302K -$1.62K -8 -0.6%
RA
1217
RFG Advisory
Alabama
$300K -$33.3K -164 -11%
WCF
1218
West Coast Financial
California
$299K -$50.8K -250 -16%
PL
1219
Plancorp LLC
Missouri
$298K -$5.68K -28 -2%
BFC
1220
Bedel Financial Consulting
Indiana
$298K +$6.7K +33 +3%
JAWM
1221
J. Arnold Wealth Management
Ohio
$297K – – –
LWMT
1222
Legacy Wealth Management (Tennessee)
Tennessee
$295K +$262K +1,291 New
WAM
1223
Walker Asset Management
Missouri
$295K – – –
GI
1224
GAMCO Investors
Connecticut
$294K -$69K -340 -21%
WI
1225
WrapManager Inc
California
$293K +$260K +1,281 New