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Name Holding Trade Value Shares
Change
Change in
Stake
HI
1351
Human Investing
Oregon
$641K +$5.78K +126 +0.9%
Welch Group
1352
Welch Group
Alabama
$641K -$321 -7 -0%
WFA
1353
Wellspring Financial Advisors
Ohio
$641K +$306K +6,677 +85%
TB
1354
Terril Brothers
Missouri
$640K -$9.17K -200 -1%
CIM
1355
Cambria Investment Management
California
$639K +$194K +4,228 +41%
ARG
1356
Advisory Resource Group
Oklahoma
$639K -$1.83K -40 -0.3%
FRM
1357
Fox Run Management
Connecticut
$639K +$711K +15,507 New
Meridian Wealth Management
1358
Meridian Wealth Management
Kentucky
$638K +$80.3K +1,751 +14%
Ancora Advisors
1359
Ancora Advisors
Ohio
$637K +$5.55K +121 +0.8%
APG
1360
Abacus Planning Group
South Carolina
$637K -$35.6K -776 -5%
Fort Washington Investment Advisors
1361
Fort Washington Investment Advisors
Ohio
$636K -$16K -350 -2%
IIM
1362
Ipswich Investment Management
Massachusetts
$636K – – –
LWM
1363
Lodestone Wealth Management
Washington
$636K -$9.53K -208 -1%
KRW
1364
Kaufman Rossin Wealth
Florida
$635K -$287K -6,254 -30%
CSI
1365
Clark & Stuart Inc
Maine
$635K – – –
TIA
1366
Tiemann Investment Advisors
California
$635K +$22.9K +500 +4%
CH
1367
Cromwell Holdings
Wyoming
$633K – – –
Mairs & Power Inc
1368
Mairs & Power Inc
Minnesota
$633K – – –
CAM
1369
Cobblestone Asset Management
Virginia
$632K -$28K -610 -4%
CT
1370
Caldwell Trust
Florida
$632K +$5K +109 +0.8%
SFG
1371
Southern Financial Group
Alabama
$632K +$4.13K +90 +0.6%
Waldron Private Wealth
1372
Waldron Private Wealth
Pennsylvania
$631K +$36.7K +800 +6%
IF
1373
Integrity Financial
Wyoming
$631K – – –
AWP
1374
Abacus Wealth Partners
California
$630K +$23K +502 +4%
KIA
1375
KCM Investment Advisors
California
$630K -$201K -4,389 -24%