Name Holding Trade Value Shares
Change
Change in
Stake
VCP
1701
Verus Capital Partners
Arizona
$676K +$86.8K +476 +16%
REMPR
1702
Roof Eidam Maycock Peralta (REMP)
California
$675K -$56.6K -310 -8%
SFG
1703
SNS Financial Group
Minnesota
$672K -$8.57K -47 -1%
RWB
1704
RMR Wealth Builders
New Jersey
$672K +$21.5K +118 +3%
WQ
1705
Wealth Quarterback
New Jersey
$671K +$1.82K +10 +0.3%
KFS
1706
Kurt F. Somerville
$671K – – –
CIA
1707
Cohen Investment Advisors
New Hampshire
$670K +$58.9K +323 +10%
State Farm Mutual Automobile Insurance
1708
State Farm Mutual Automobile Insurance
Illinois
$668K – – –
LWP
1709
LMG Wealth Partners
Louisiana
$667K +$9.49K +52 +2%
NPF
1710
Norris Perne & French
Michigan
$666K +$9.12K +50 +1%
TCM
1711
Telos Capital Management
California
$665K -$5.11K -28 -0.8%
IGAM
1712
iA Global Asset Management
Quebec, Canada
$663K +$634K +3,474 New
WKWM
1713
Walter & Keenan Wealth Management
Indiana
$661K -$182K -1,000 -22%
OPCM
1714
Osborne Partners Capital Management
California
$661K -$114K -625 -15%
WA
1715
WBH Advisory
Maryland
$658K -$12.4K -68 -2%
DTC
1716
Davidson Trust Company
Washington
$658K +$18.2K +100 +3%
WAG
1717
Wallace Advisory Group
California
$656K -$14.4K -79 -2%
EARNEST Partners
1718
EARNEST Partners
Georgia
$655K +$6.02K +33 +1%
EMAM
1719
Encompass More Asset Management
California
$655K +$626K +3,431 New
CWG
1720
Cornerstone Wealth Group
North Carolina
$655K +$310K +1,697 +98%
FPFS
1721
First Personal Financial Services
North Carolina
$655K -$13.7K -75 -2%
PWP
1722
Precedent Wealth Partners
Texas
$653K +$57.5K +315 +10%
MCCP
1723
Mission Creek Capital Partners
California
$653K -$201K -1,104 -24%
CRI
1724
Colonial River Investments
Virginia
$653K +$98.3K +539 +19%
FCP
1725
Fidelis Capital Partners
Florida
$653K +$214K +1,173 +52%