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Name Holding Trade Value Shares
Change
Change in
Stake
JSL
1451
JT Stratford LLC
Georgia
$969K +$25.1K +450 +2%
VFA
1452
Voya Financial Advisors
Connecticut
$967K -$37.9K -680 -4%
CPIA
1453
Cornell Pochily Investment Advisors
New York
$963K -$15.8K -284 -2%
PWW
1454
Pettyjohn Wood & White
Virginia
$962K -$5.02K -90 -0.5%
NCM
1455
Novare Capital Management
North Carolina
$961K -$15.3K -275 -1%
SP
1456
Successful Portfolios
Florida
$960K -$4.18K -75 -0.4%
TPWA
1457
TRUE Private Wealth Advisors
Oregon
$960K +$167 +3 +0%
JFA
1458
JNBA Financial Advisors
Minnesota
$959K
MCM
1459
McMillion Capital Management
North Carolina
$959K +$9.09K +163 +0.9%
DPI
1460
Diversified Portfolios Inc
Michigan
$958K -$99.6K -1,786 -9%
KFA
1461
Kelleher Financial Advisors
New York
$956K
PCS
1462
Personal CFO Solutions
New Jersey
$955K +$71.1K +1,276 +8%
CRC
1463
Curi RMB Capital
Illinois
$954K +$4.74K +85 +0.5%
DJSG
1464
D.J. St. Germain
Massachusetts
$952K -$98.7K -1,770 -9%
PI
1465
PEAK6 Investments
Illinois
$949K -$344K -6,179 -25%
SWM
1466
Segment Wealth Management
Texas
$949K -$4.79K -86 -0.5%
MIC
1467
Means Investment Company
Maine
$949K +$2.56K +46 +0.3%
CCG
1468
Ceeto Capital Group
Florida
$945K
PCA
1469
Private Capital Advisors
Connecticut
$945K
ROTUOC
1470
Regents of the University of California
California
$944K
BP
1471
Ballentine Partners
Massachusetts
$944K +$14.5K +261 +1%
SG
1472
StoneX Group
New York
$942K +$41K +735 +4%
IFG
1473
Independent Financial Group
California
$941K +$46.4K +833 +5%
CCWA
1474
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$940K +$15.3K +274 +2%
CWM
1475
Cahaba Wealth Management
Georgia
$940K +$577K +10,346 +137%