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Name Holding Trade Value Shares
Change
Change in
Stake
VWA
2101
VERITY Wealth Advisors
United States
$443K +$15.2K +312 +4%
BEAM
2102
Baker Ellis Asset Management
Washington
$442K -$194K -3,980 -31%
LWANC
2103
Laurel Wealth Advisors (North Carolina)
North Carolina
$441K +$32.2K +660 +8%
Migdal Insurance & Financial Holdings
2104
Migdal Insurance & Financial Holdings
Israel
$437K -$108K -2,212 -20%
GIP
2105
Granite Investment Partners
California
$436K -$1.73M -35,501 -80%
WMP
2106
Wealth Management Partners
Arizona
$436K +$385K +7,893 New
LAM
2107
LifePro Asset Management
California
$435K -$198K -4,054 -32%
HGWM
2108
Horst & Graben Wealth Management
Oregon
$435K +$586 +12 +0.1%
HCA
2109
Horan Capital Advisors
Ohio
$435K +$16.7K +341 +4%
JGIA
2110
Jackson Grant Investment Advisers
Connecticut
$432K +$6.2K +127 +1%
RIA
2111
RPG Investment Advisory
California
$431K +$140K +2,870 +50%
SSWM
2112
Sheets Smith Wealth Management
North Carolina
$430K -$16.8K -345 -4%
FPIS
2113
Financial Planning & Information Services
Wisconsin
$429K +$244 +5 +0.1%
AIL
2114
AGF Investments LLC
Ontario, Canada
$427K -$115K -2,361 -22%
GA
2115
GoalVest Advisory
New York
$427K +$419K +8,578 New
HIM
2116
Hotaling Investment Management
Pennsylvania
$426K – – –
NJBEST
2117
New Jersey Better Educational Savings Trust
New Jersey
$425K -$167K -3,419 -29%
NIM
2118
Nexus Investment Management
Ontario, Canada
$424K +$24.4K +500 +6%
GSWM
2119
Golden State Wealth Management
California
$424K +$106K +2,174 +34%
SWA
2120
SOA Wealth Advisors
New York
$424K +$352K +7,208 New
Capital Analysts LLC
2121
Capital Analysts LLC
Pennsylvania
$423K -$486K -9,944 -54%
CCM
2122
Canal Capital Management
Virginia
$423K +$391 +8 +0.1%
FFA
2123
Fragasso Financial Advisors
Pennsylvania
$421K -$32.2K -660 -7%
MWPCG
2124
Measured Wealth Private Client Group
New Hampshire
$420K -$85.6K -1,753 -17%
GD
2125
Grandfield & Dodd
New York
$420K -$39.1K -800 -9%