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Name Holding Trade Value Shares
Change
Change in
Stake
BIC
1426
Beach Investment Counsel
Pennsylvania
$691K
AP
1427
Atwood & Palmer
Missouri
$690K
CHJWM
1428
Carlton Hofferkamp & Jenks Wealth Management
Texas
$690K +$1.24K +9 +0.2%
HWA
1429
Heartwood Wealth Advisors
Virginia
$690K -$24.1K -175 -3%
PMFA
1430
Plante Moran Financial Advisors
Michigan
$689K +$5.79K +42 +0.9%
CA
1431
Continuum Advisory
Idaho
$688K +$9.93K +72 +1%
FBC
1432
Fairfield, Bush & Co
Connecticut
$688K
HT
1433
HighTower Trust
Texas
$687K +$677K +4,909 New
YWP
1434
YorkBridge Wealth Partners
New York
$686K
TPWM
1435
Twelve Points Wealth Management
Massachusetts
$685K +$3.17K +23 +0.5%
FAM
1436
Fenimore Asset Management
New York
$685K
Los Angeles Capital Management
1437
Los Angeles Capital Management
California
$682K -$20K -145 -3%
TA
1438
TFG Advisers
Michigan
$682K +$232K +1,685 +53%
GWS
1439
Glassman Wealth Services
Virginia
$681K +$30.2K +219 +5%
NB
1440
Nicolet Bankshares
Wisconsin
$679K +$132K +956 +16%
TFA
1441
Teamwork Financial Advisors
Texas
$679K +$664K +4,817 New
FMB
1442
Field & Main Bank
Kentucky
$679K -$44.8K -325 -6%
IP
1443
Ignite Planners
California
$678K +$85.9K +623 +14%
CPC
1444
Congress Park Capital
New York
$678K -$3.45K -25 -0.5%
OPCM
1445
Osborne Partners Capital Management
California
$678K -$41.2K -299 -6%
OA
1446
Operose Advisors
Wisconsin
$677K -$20.7K -150 -3%
PFM
1447
Parsec Financial Management
North Carolina
$675K +$54.2K +393 +9%
AC
1448
AXQ Capital
New Jersey
$675K +$660K +4,788 New
TWM
1449
Tradition Wealth Management
Minnesota
$674K -$14.6K -106 -2%
GIM
1450
Guardian Investment Management
California
$673K -$27.6K -200 -4%