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Name Holding Trade Value Shares
Change
Change in
Stake
Empower Advisory Group
1201
Empower Advisory Group
Colorado
$313K +$278K +1,367 New
WANY
1202
Wealthspire Advisors (New York)
New York
$312K -$85.9K -423 -24%
MWM
1203
Massachusetts Wealth Management
Massachusetts
$312K
VST
1204
Van Strum & Towne
California
$312K
MPI
1205
Mairs & Power Inc
Minnesota
$312K +$277K +1,365 New
BFA
1206
Beaumont Financial Advisors
Massachusetts
$311K +$3.45K +17 +1%
CWS
1207
Confluence Wealth Services
Pennsylvania
$311K
GI
1208
Gradient Investments
Minnesota
$308K -$29.2K -144 -10%
MWM
1209
Merriman Wealth Management
Washington
$305K +$609 +3 +0.2%
IIC
1210
Integrated Investment Consultants
Michigan
$305K -$113K -556 -29%
ST
1211
Somerset Trust
Pennsylvania
$305K +$1.01K +5 +0.4%
Fisher Asset Management
1212
Fisher Asset Management
Washington
$305K +$271K +1,333 New
BAM
1213
BOS Asset Management
Illinois
$304K
LI
1214
Lafayette Investments
Maryland
$304K
FCCM
1215
First City Capital Management
Georgia
$302K -$1.62K -8 -0.6%
RA
1216
RFG Advisory
Alabama
$300K -$33.3K -164 -11%
WCF
1217
West Coast Financial
California
$299K -$50.8K -250 -16%
PL
1218
Plancorp LLC
Missouri
$298K -$5.68K -28 -2%
BFC
1219
Bedel Financial Consulting
Indiana
$298K +$6.7K +33 +3%
JAWM
1220
J. Arnold Wealth Management
Ohio
$297K
LWMT
1221
Legacy Wealth Management (Tennessee)
Tennessee
$295K +$262K +1,291 New
WAM
1222
Walker Asset Management
Missouri
$295K
GI
1223
GAMCO Investors
Connecticut
$294K -$69K -340 -21%
WI
1224
WrapManager Inc
California
$293K +$260K +1,281 New
LS
1225
Leelyn Smith
Illinois
$292K