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Name Holding Trade Value Shares
Change
Change in
Stake
CA
1026
Continuum Advisory
Idaho
$358K -$324 -1 -0.1%
SAM
1027
Sompo Asset Management
Japan
$356K +$38.9K +120 +13%
GIA
1028
GHP Investment Advisors
Colorado
$355K – – –
CG
1029
Caprock Group
Idaho
$355K +$11.7K +36 +4%
CA
1030
Claro Advisors
Massachusetts
$354K +$14.6K +45 +5%
AWM
1031
Atticus Wealth Management
Florida
$354K +$88.4K +273 +36%
PTB
1032
Pioneer Trust Bank
Oregon
$352K – – –
SCA
1033
STALEY CAPITAL ADVISERS
Pennsylvania
$350K – – –
FFA
1034
Founders Financial Alliance
North Carolina
$347K +$3.24K +10 +1%
EHC
1035
Everett Harris & Co
California
$346K – – –
CCM
1036
Cullen Capital Management
New York
$346K +$324K +1,000 New
MFC
1037
Mechanics Financial Corp
Ohio
$346K +$324K +1,000 New
CAN
1038
Claraphi Advisory Network
United States
$343K +$648 +2 +0.2%
NP
1039
NorthRock Partners
Minnesota
$342K +$319K +986 New
IFWM
1040
Institute for Wealth Management
Colorado
$341K +$4.21K +13 +1%
WI
1041
WrapManager Inc
California
$340K +$11.7K +36 +4%
SB
1042
Strategic Blueprint
Georgia
$337K +$90.1K +278 +40%
KWM
1043
Kolinsky Wealth Management
New Jersey
$336K +$314K +969 New
NB
1044
Nicolet Bankshares
Wisconsin
$335K – – –
BAM
1045
Barrett Asset Management
New York
$335K +$21.4K +66 +7%
RPWA
1046
Regent Peak Wealth Advisors
Georgia
$330K +$9.72K +30 +3%
QC
1047
Quent Capital
New York
$330K +$308K +952 New
RP
1048
Riverwater Partners
Wisconsin
$330K +$308K +952 New
GP
1049
Girard Partners
Pennsylvania
$329K – – –
TAM
1050
Taurus Asset Management
New York
$329K – – –