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Name Holding Trade Value Shares
Change
Change in
Stake
AAM
676
AMI Asset Management
California
$841K +$705 +3 +0.1%
KFS
677
Kurt F. Somerville
$840K
BJL
678
Brighton Jones LLC
Washington
$839K +$8.93K +38 +1%
PA
679
Pinnacle Associates
New York
$836K +$58.7K +250 +8%
MWM
680
Meridian Wealth Management
Kentucky
$836K +$59K +251 +8%
BRWA
681
B. Riley Wealth Advisors
Florida
$830K +$28K +119 +4%
DWA
682
Douglass Winthrop Advisors
New York
$829K -$5.87K -25 -0.8%
WSTAM
683
Wilbanks Smith & Thomas Asset Management
Virginia
$826K +$94.2K +401 +14%
IA
684
Insight Advisors
Pennsylvania
$826K -$377K -1,605 -33%
FIM
685
Fernwood Investment Management
Massachusetts
$820K
GWANC
686
Guardian Wealth Advisors (North Carolina)
North Carolina
$820K -$22.8K -97 -3%
VBCG
687
Valley Brook Capital Group
Pennsylvania
$813K -$24K -102 -3%
NAM
688
NorthCrest Asset Manangement
Minnesota
$810K +$748K +3,184 New
IWC
689
Integrated Wealth Concepts
Massachusetts
$807K +$299K +1,273 +67%
TCOT
690
Trust Company of Toledo
Ohio
$806K
CF
691
Centaurus Financial
California
$795K -$39.7K -169 -5%
LFAS
692
Level Four Advisory Services
Texas
$793K +$138K +589 +23%
BAM
693
Blueshift Asset Management
New Jersey
$787K +$727K +3,095 New
HPC
694
HM Payson & Co
Maine
$787K -$12.5K -53 -2%
OC
695
Oakworth Capital
Alabama
$783K
PFM
696
Parsec Financial Management
North Carolina
$780K +$313K +1,333 +77%
CA
697
Claro Advisors
Massachusetts
$776K +$45.1K +192 +7%
WPC
698
Waters Parkerson & Co
Louisiana
$773K
UF
699
Univest Financial
Pennsylvania
$770K
SAM
700
Strategy Asset Managers
California
$770K +$25.8K +110 +4%