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Name Holding Trade Value Shares
Change
Change in
Stake
PFM
1401
Parsec Financial Management
North Carolina
$602K -$277K -2,070 -28%
WP
1402
WMS Partners
Maryland
$602K -$13.4K -100 -2%
MPCG
1403
Matrix Private Capital Group
New York
$602K +$4.54K +34 +0.8%
EA
1404
Emerald Advisors
Washington
$601K -$250K -1,870 -29%
BONH
1405
Bank of New Hampshire
New Hampshire
$601K
GG
1406
Greenwood Gearhart
Arkansas
$601K +$280K +2,092 +86%
AIA
1407
Armor Investment Advisors
North Carolina
$599K +$802 +6 +0.1%
MG
1408
Mather Group
Illinois
$599K +$3.74K +28 +0.6%
HCM
1409
Hutchinson Capital Management
California
$597K
JPLA
1410
Joseph P. Lucia & Associates
New York
$597K +$42K +314 +8%
FMLI
1411
Fukoku Mutual Life Insurance
Japan
$597K +$99.3K +743 +20%
KCM
1412
Kendall Capital Management
Maryland
$595K -$138K -1,036 -19%
LWM
1413
Liberty Wealth Management
California
$595K
CHJWM
1414
Carlton Hofferkamp & Jenks Wealth Management
Texas
$594K +$13.9K +104 +2%
AWA
1415
Acorn Wealth Advisors
Michigan
$593K +$123K +918 +26%
SWMP
1416
Signature Wealth Management Partners
New Jersey
$590K
BCA
1417
Bay Colony Advisors
Massachusetts
$589K +$4.81K +36 +0.8%
TAM
1418
Trillium Asset Management
Massachusetts
$586K
MWPCG
1419
Measured Wealth Private Client Group
New Hampshire
$585K -$1.1M -8,196 -65%
DHFB
1420
Dixon Hubard Feinour & Brown
Virginia
$584K
WKWM
1421
Walter & Keenan Wealth Management
Indiana
$584K +$7.08K +53 +1%
KFA
1422
Krane Funds Advisors
New York
$584K +$12K +90 +2%
PWM
1423
Palumbo Wealth Management
New York
$583K +$6.55K +49 +1%
PA
1424
PFG Advisors
Arizona
$581K -$1.07K -8 -0.2%
CT
1425
Clearstead Trust
Maine
$581K