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Name Holding Trade Value Shares
Change
Change in
Stake
MWM
976
Mission Wealth Management
California
$1.49M +$465K +3,336 +43%
BC
977
Brinker Capital
Pennsylvania
$1.48M +$131K +942 +9%
IWA
978
Intercontinental Wealth Advisors
Texas
$1.48M -$88K -631 -5%
SL
979
Summitry LLC
California
$1.48M +$130K +932 +9%
NERM
980
New England Research & Management
Illinois
$1.47M -$21.9K -157 -1%
EI
981
EDMP Inc
Florida
$1.47M -$31.2K -224 -2%
NHC
982
Nicholas Hoffman & Company
Georgia
$1.47M +$78K +559 +5%
FFA
983
Fragasso Financial Advisors
Pennsylvania
$1.47M +$18.8K +135 +1%
MAA
984
Mraz Amerine & Associates
California
$1.46M -$50.2K -360 -3%
AAS
985
Annex Advisory Services
Wisconsin
$1.46M +$65.3K +468 +4%
PWMAG
986
Pinnacle Wealth Management Advisory Group
New Jersey
$1.46M +$176K +1,261 +13%
SBL
987
Sargent Bickham Lagudis
Colorado
$1.46M +$45.3K +325 +3%
DHFB
988
Dixon Hubard Feinour & Brown
Virginia
$1.46M +$70.8K +508 +5%
PGIM
989
Pacific Global Investment Management
California
$1.45M -$293K -2,103 -16%
CFA
990
Carroll Financial Associates
North Carolina
$1.45M +$96.7K +693 +7%
FMWA
991
Forvis Mazars Wealth Advisors
Missouri
$1.45M -$91.6K -657 -6%
MWM
992
Modera Wealth Management
New Jersey
$1.45M +$278K +1,994 +23%
WSTAM
993
Wilbanks Smith & Thomas Asset Management
Virginia
$1.45M +$44.2K +317 +3%
FNB
994
Farmers National Bank
Kentucky
$1.44M +$461K +3,308 +44%
WOC
995
West Oak Capital
California
$1.44M -$116K -831 -7%
SMM
996
Stadion Money Management
Georgia
$1.44M -$158K -1,133 -10%
JIC
997
Joel Isaacson & Co
New York
$1.43M -$60.5K -434 -4%
SAM
998
Sawgrass Asset Management
Florida
$1.43M +$7.25K +52 +0.5%
FC
999
Forte Capital
New York
$1.43M -$90.5K -649 -6%
Parnassus Investments
1000
Parnassus Investments
California
$1.42M -$144M -1,035,341 -99%