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Name Holding Trade Value Shares
Change
Change in
Stake
CAM
651
Cypress Asset Management
Texas
$655K -$62.3K -1,800 -8%
TA
652
Tectonic Advisors
Texas
$655K +$71.3K +2,060 +11%
EWM
653
Empirical Wealth Management
Washington
$654K +$154K +4,440 +26%
WFC
654
Western Financial Corp
California
$653K -$101K -2,920 -12%
UCFA
655
United Capital Financial Advisors
Texas
$653K +$433K +12,510 +138%
NIC
656
Northwest Investment Counselors
Oregon
$644K
Carson Wealth (CWM LLC)
657
Carson Wealth (CWM LLC)
Nebraska
$638K +$68.2K +1,970 +10%
CGL
658
Clarius Group LLC
Washington
$635K +$87.3K +2,520 +14%
Kovitz Investment Group Partners
659
Kovitz Investment Group Partners
Illinois
$634K -$34.6K -1,000 -5%
S
660
SignatureFD
Georgia
$631K -$70.3K -2,030 -9%
ZF
661
Zhang Financial
Michigan
$629K +$346 +10 +0%
LFM
662
Lumina Fund Management
New York
$605K +$693K +20,000 New
SAI
663
Systematic Alpha Investments
New Jersey
$593K
VIA
664
Vident Investment Advisory
Georgia
$592K +$112K +3,220 +14%
DT
665
Diversified Trust
Tennessee
$588K +$66.5K +1,920 +11%
KWM
666
Kingsview Wealth Management
Oregon
$588K +$184K +5,300 +38%
STAS
667
Strong Tower Advisory Services
Minnesota
$579K +$20.8K +600 +3%
EWS
668
Evergreen Wealth Solutions
Pennsylvania
$575K -$74.1K -2,140 -10%
ADMI
669
Albert D. Mason Inc
Massachusetts
$574K +$81K +2,340 +14%
CF
670
Copperwynd Financial
Arizona
$571K -$24.2K -700 -4%
VEA
671
Virtus ETF Advisers
New York
$570K -$122K -3,530 -16%
MYAM
672
Meiji Yasuda Asset Management
Japan
$570K -$42.3K -1,220 -6%
RTC
673
Riverview Trust Company
Washington
$563K +$104K +2,990 +19%
MWM
674
MorganRosel Wealth Management
Colorado
$562K -$63K -1,820 -9%
CCA
675
Checchi Capital Advisers
California
$562K -$28.1K -810 -4%