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Name Holding Trade Value Shares
Change
Change in
Stake
SWA
1401
Sax Wealth Advisors
New Jersey
$607K -$131 -1 -0%
OPCM
1402
Osborne Partners Capital Management
California
$607K +$39.2K +299 +6%
NCM
1403
NCM Capital Management
New Jersey
$606K -$26.2K -200 -4%
JFL
1404
Jarislowsky, Fraser Ltd
Quebec, Canada
$605K
KWMG
1405
King Wealth Management Group
Florida
$605K +$299K +2,279 +81%
SFG
1406
Steward Financial Group
Texas
$604K -$919 -7 -0.1%
PG
1407
Patten Group
Tennessee
$604K +$44.2K +337 +7%
HWA
1408
Heartwood Wealth Advisors
Virginia
$602K +$99K +754 +17%
ATWA
1409
Arbor Trust Wealth Advisors
Michigan
$599K +$19.7K +150 +3%
PIA
1410
Powell Investment Advisors
Florida
$599K +$157K +1,199 +31%
EWM
1411
Empirical Wealth Management
Washington
$598K -$281K -2,142 -30%
HFS
1412
Heritage Financial Services
Massachusetts
$595K -$55K -419 -8%
WA
1413
WBH Advisory
Maryland
$594K +$37.7K +287 +6%
Los Angeles Capital Management
1414
Los Angeles Capital Management
California
$593K -$646K -4,920 -50%
DIM
1415
Delta Investment Management
California
$593K +$525 +4 +0.1%
KNW
1416
Kesler Norman & Wride
Utah
$592K -$46.2K -352 -7%
DTC
1417
Davidson Trust Company
Washington
$592K -$24.3K -185 -4%
GIM
1418
Guardian Investment Management
California
$591K -$659K -5,025 -50%
GBT
1419
Grove Bank & Trust
Florida
$590K -$60.8K -463 -9%
EA
1420
Emerald Advisors
Washington
$590K +$21.4K +163 +3%
SOS
1421
Silver Oak Securities
Tennessee
$589K -$41.7K -318 -7%
JGIA
1422
Jackson Grant Investment Advisers
Connecticut
$589K +$1.71K +13 +0.3%
OA
1423
Operose Advisors
Wisconsin
$589K +$90.2K +687 +16%
FCIM
1424
Fairview Capital Investment Management
California
$586K
WCM
1425
Weik Capital Management
Pennsylvania
$584K +$195K +1,485 +43%