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Name Holding Trade Value Shares
Change
Change in
Stake
MCM
1326
Manchester Capital Management
Vermont
$268K
QCG
1327
Quadrant Capital Group
Ohio
$268K +$47.9K +322 +21%
SIP
1328
Stoneridge Investment Partners
Pennsylvania
$267K
CPH
1329
C Partners Holding
Switzerland
$267K +$262K +1,765 New
RW
1330
REDW Wealth
New Mexico
$266K
Loomis, Sayles & Company
1331
Loomis, Sayles & Company
Massachusetts
$265K
RA
1332
RFG Advisory
Alabama
$264K +$43.1K +290 +21%
MMPW
1333
Mitchell McLeod Pugh & Williams
Alabama
$264K +$259K +1,745 New
HWM
1334
Highwater Wealth Management
Colorado
$263K -$10.4K -70 -4%
CAN
1335
Claraphi Advisory Network
United States
$261K +$256K +1,724 New
EI
1336
EDMP Inc
Florida
$260K
PHAM
1337
Palisades Hudson Asset Management
Florida
$260K
CBB
1338
Citizens Business Bank
California
$259K +$254K +1,709 New
OCM
1339
One Capital Management
California
$257K -$142K -954 -36%
WA
1340
Wealth Architects
California
$257K -$26.3K -177 -9%
SMC
1341
Smith, Moore & Co
Missouri
$257K -$2.23K -15 -0.9%
AFP
1342
Ausdal Financial Partners
Iowa
$257K +$11.4K +77 +5%
SWA
1343
Sutton Wealth Advisors
Florida
$256K +$743 +5 +0.3%
SFWA
1344
Summit Financial Wealth Advisors
Louisiana
$254K -$25.4K -171 -9%
BW
1345
Bison Wealth
Georgia
$253K
BFO
1346
Boston Family Office
Massachusetts
$253K
Boston Partners
1347
Boston Partners
Massachusetts
$253K
AWM
1348
Altavista Wealth Management
North Carolina
$251K +$28.1K +189 +13%
SBL
1349
Sargent Bickham Lagudis
Colorado
$250K +$145K +974 +144%
HHGA
1350
Halbert Hargrove Global Advisors
California
$249K -$5.06K -34 -2%