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Name Holding Trade Value Shares
Change
Change in
Stake
B
2276
Bellecapital
Switzerland
$599K -$26.2K -100 -4%
EGWAG
2277
Elwood & Goetz Wealth Advisory Group
Georgia
$599K +$193K +738 +53%
FA
2278
Freestate Advisors
Kansas
$598K – – –
FFG
2279
Fiduciary Financial Group
California
$597K +$6.02K +23 +1%
GTAM
2280
Global Trust Asset Management
Florida
$595K -$558K -2,130 -50%
AWM
2281
AllSquare Wealth Management
New York
$594K -$27.5K -105 -5%
CMP
2282
Coston McIsaac & Partners
Maine
$593K +$2.62K +10 +0.5%
HI
2283
Hoey Investments
Pennsylvania
$593K +$45.8K +175 +9%
KCM
2284
KRS Capital Management
Michigan
$593K +$34.3K +131 +7%
BOH
2285
Bank of Hawaii
Hawaii
$591K -$15.7K -60 -3%
SCP
2286
Stamos Capital Partners
California
$591K -$293K -1,120 -35%
CWA
2287
Centerline Wealth Advisors
Kentucky
$589K +$524 +2 +0.1%
MCCA
2288
Mill Creek Capital Advisors
Pennsylvania
$587K +$785 +3 +0.1%
LFG
2289
Lazard Frères Gestion
France
$586K – – –
MWM
2290
Marietta Wealth Management
Georgia
$586K – – –
KAS
2291
KPP Advisory Services
Kentucky
$584K +$8.9K +34 +2%
RFP
2292
Root Financial Partners
California
$583K +$146K +556 +37%
PFA
2293
Providence Financial Advisors
Kansas
$581K +$539K +2,060 New
MPIA
2294
Milestones Private Investment Advisors
New York
$581K +$262 +1 +0%
CCC
2295
Chelsea Counsel Company
California
$580K +$524 +2 +0.1%
SRB
2296
Shotwell Rutter Baer
Michigan
$579K – – –
6F
2297
626 Financial
Michigan
$579K -$785 -3 -0.1%
HFAS
2298
Hummer Financial Advisory Services
Illinois
$579K – – –
GWM
2299
Glass Wealth Management
Texas
$578K +$26.2K +100 +5%
DWM
2300
Drive Wealth Management
Utah
$578K -$89.5K -342 -14%