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Name Holding Trade Value Shares
Change
Change in
Stake
AA
1926
Auxano Advisors
Washington
$270K +$59.8K +477 +31%
CFFP
1927
Center for Financial Planning
Michigan
$269K -$81.5K -650 -24%
EIA
1928
Eldridge Investment Advisors
New Hampshire
$268K -$15.9K -127 -6%
WWA
1929
WC Walker & Associates
California
$268K -$11.5K -92 -4%
WAAG
1930
Wealth Alliance Advisory Group
Kansas
$268K +$28.1K +224 +13%
WF
1931
WoodTrust Financial
Wisconsin
$268K +$252K +2,006 New
TSWM
1932
Triangle Securities Wealth Management
North Carolina
$267K -$26.6K -212 -10%
FVWA
1933
Foster Victor Wealth Advisors
South Carolina
$267K -$11.5K -92 -4%
PWA
1934
Phoenix Wealth Advisors
North Carolina
$266K +$26.6K +212 +12%
EAM
1935
Evanson Asset Management
California
$266K +$39.1K +312 +19%
MAM
1936
MMA Asset Management
Pennsylvania
$265K -$71.4K -569 -22%
JFGIW
1937
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$264K -$23.8K -190 -9%
CBOR
1938
Community Bank of Raymore
Missouri
$262K -$11.3K -90 -4%
VWA
1939
Visionary Wealth Advisors
Illinois
$262K +$245K +1,957 New
SEIA
1940
Signature Estate & Investment Advisors
California
$261K -$21.1K -168 -8%
RPWA
1941
Regent Peak Wealth Advisors
Georgia
$261K -$11.9K -95 -5%
BFG
1942
Barber Financial Group
Kansas
$261K -$9.41K -75 -4%
BOTOTLSJU
1943
Board of Trustees of The Leland Stanford Junior University
California
$261K +$251K +2,002 New
MPW
1944
MA Private Wealth
California
$260K -$45.4K -362 -16%
KFGK
1945
Keystone Financial Group (Kentucky)
Kentucky
$260K -$36.6K -292 -13%
NQWM
1946
Northwest Quadrant Wealth Management
Oregon
$260K -$20.8K -166 -8%
TWM
1947
Triton Wealth Management
Arizona
$260K -$10.9K -87 -4%
SL
1948
Stevard LLC
Illinois
$260K +$54.4K +434 +29%
M
1949
MOTCO
Texas
$259K -$11.2K -89 -4%
WI
1950
WrapManager Inc
California
$258K -$3.89K -31 -2%