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Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
801
Capital Investment Advisory Services
North Carolina
$848K +$12K +37 +2%
AC
802
Abbrea Capital
California
$848K +$57K +176 +8%
TCWM
803
Total Clarity Wealth Management
Illinois
$847K -$4.86K -15 -0.6%
LWCFA
804
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$845K
MIP
805
Marietta Investment Partners
Wisconsin
$845K
ZF
806
Zhang Financial
Michigan
$842K +$9.07K +28 +1%
BP
807
Ballentine Partners
Massachusetts
$839K +$164K +506 +26%
EBT
808
Enterprise Bank & Trust
Massachusetts
$838K -$59.3K -183 -7%
Carson Wealth (CWM LLC)
809
Carson Wealth (CWM LLC)
Nebraska
$838K +$784K +2,419 New
DCM
810
Dupont Capital Management
Delaware
$837K -$708K -2,185 -47%
FCI
811
Financial Counselors Inc
Kansas
$837K -$220K -680 -22%
SCI
812
Stableford Capital II
Arizona
$836K +$83.6K +258 +11%
GTCM
813
Gyon Technologies Capital Management
New Jersey
$836K +$358K +1,106 +85%
BDS
814
Banco de Sabadell
Florida
$832K +$81K +250 +12%
SFA
815
Sequoia Financial Advisors
Ohio
$828K +$401K +1,237 +107%
PNAA
816
Pictet North America Advisors
Switzerland
$826K
MCM
817
MAI Capital Management
Ohio
$823K +$75.8K +234 +11%
Fisher Asset Management
818
Fisher Asset Management
Washington
$823K +$149K +459 +24%
MRCM
819
M&R Capital Management
New Jersey
$823K +$460K +1,421 +149%
BIP
820
Blueprint Investment Partners
North Carolina
$819K +$168K +518 +28%
RWM
821
Ritholtz Wealth Management
New York
$813K +$972 +3 +0.1%
CF
822
Centaurus Financial
California
$813K +$7.13K +22 +0.9%
WPW
823
Warther Private Wealth
Ohio
$812K
Treasurer of the State of North Carolina
824
Treasurer of the State of North Carolina
North Carolina
$810K -$146K -450 -16%
HPC
825
HM Payson & Co
Maine
$810K -$2.27K -7 -0.3%