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Name Holding Trade Value Shares
Change
Change in
Stake
WA
1776
Wealth Architects
California
$2.15M -$108K -296 -5%
SFG
1777
Shum Financial Group
California
$2.15M -$8.06K -22 -0.4%
CGIM
1778
Capital Group Investment Management
Singapore
$2.15M +$407K +1,110 +22%
III
1779
Independent Investors Inc
New York
$2.14M +$7.33K +20 +0.3%
Cassaday & Co Wealth Management
1780
Cassaday & Co Wealth Management
Virginia
$2.14M +$13.6K +37 +0.6%
JWM
1781
Jacksonville Wealth Management
Florida
$2.12M -$63.4K -173 -3%
CHJWM
1782
Carlton Hofferkamp & Jenks Wealth Management
Texas
$2.12M -$48.7K -133 -2%
MCM
1783
Mengis Capital Management
Oregon
$2.12M -$73.3K -200 -3%
AFA
1784
American Financial Advisors
Georgia
$2.12M -$3.3K -9 -0.1%
GWP
1785
Gen-Wealth Partners
Michigan
$2.12M +$459K +1,253 +26%
RWI
1786
Red Wave Investments
Pennsylvania
$2.12M – – –
PCP
1787
Proficio Capital Partners
Massachusetts
$2.11M -$32.6K -89 -1%
VHAM
1788
Van Hulzen Asset Management
California
$2.11M -$79.8K -218 -3%
RFN
1789
RDA Financial Network
Iowa
$2.11M -$10.3K -28 -0.5%
NWMG
1790
Nicholson Wealth Management Group
South Carolina
$2.1M +$236K +643 +12%
VFM
1791
Vision Financial Markets
Connecticut
$2.1M -$146K -398 -6%
FGA
1792
Fortis Group Advisors
New Jersey
$2.09M -$34.8K -95 -2%
FSA
1793
Fort Sheridan Advisors
Illinois
$2.09M +$64.5K +176 +3%
BB
1794
Bell Bank
North Dakota
$2.09M +$46.5K +127 +2%
VFG
1795
Victory Financial Group
Texas
$2.09M +$512K +1,399 +30%
TAM
1796
Tealwood Asset Management
Minnesota
$2.09M -$11.4K -31 -0.5%
AA
1797
Auxano Advisors
Washington
$2.08M -$42.1K -115 -2%
WMP
1798
Wealth Management Partners
Arizona
$2.08M -$112K -306 -5%
BOH
1799
Bank of Hawaii
Hawaii
$2.08M -$86.4K -236 -4%
WMA
1800
West Michigan Advisors
Michigan
$2.08M +$38.5K +105 +2%