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Name Holding Trade Value Shares
Change
Change in
Stake
SFS
976
Stiles Financial Services
Minnesota
$311K +$309K +1,601 New
FFO
977
Fiduciary Family Office
Florida
$311K – – –
Waverly Advisors
978
Waverly Advisors
Alabama
$311K +$308K +1,598 New
IAIM
979
International Assets Investment Management
Florida
$311K -$3.86K -20 -1%
TTWM
980
TCV Trust & Wealth Management
Virginia
$310K – – –
CI
981
Cigna Investments
Connecticut
$308K -$4.44K -23 -1%
LIM
982
Letson Investment Management
Georgia
$306K – – –
Vaughan David Investments
983
Vaughan David Investments
Illinois
$306K +$34.5K +179 +13%
NL
984
NWAM LLC
Washington
$305K -$9.26K -48 -3%
Empirical Wealth Management
985
Empirical Wealth Management
Washington
$305K -$73.5K -381 -20%
Csenge Advisory Group
986
Csenge Advisory Group
Florida
$304K -$1.21M -6,289 -80%
APA
987
Astoria Portfolio Advisors
New York
$302K -$21.8K -113 -6%
BHPW
988
Beverly Hills Private Wealth
California
$301K +$772 +4 +0.3%
WBC
989
Westpac Banking Corp
Australia
$298K – – –
SFWC
990
Strategic Family Wealth Counselors
New Jersey
$297K – – –
GTAM
991
Global Trust Asset Management
Florida
$297K – – –
GWCM
992
Godshalk Welsh Capital Management
Pennsylvania
$297K – – –
Advisory Alpha
993
Advisory Alpha
Michigan
$296K +$293K +1,520 New
NA
994
Navellier & Associates
Nevada
$295K +$2.12K +11 +0.7%
Evercore Wealth Management
995
Evercore Wealth Management
New York
$295K -$3.86K -20 -1%
BMC
996
Beaton Management Company
Massachusetts
$294K – – –
AWC
997
Abundance Wealth Counselors
Pennsylvania
$293K -$35.3K -183 -11%
PCM
998
Perkins Capital Management
Minnesota
$292K +$289K +1,500 New
RPC
999
Rossmore Private Capital
Connecticut
$292K – – –
CT
1000
Cambridge Trust
Massachusetts
$292K -$5.21K -27 -2%