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Name Holding Trade Value Shares
Change
Change in
Stake
FFWA
1526
FRG Family Wealth Advisors
Washington
$713K – – –
AIA
1527
Angeles Investment Advisors
California
$711K -$44.5K -158 -6%
LWAC
1528
Laurel Wealth Advisors (California)
California
$711K -$23.7K -84 -3%
BIA
1529
Bigelow Investment Advisors
Maine
$709K +$1.13K +4 +0.2%
EAM
1530
Evanson Asset Management
California
$708K -$7.61K -27 -1%
BFO
1531
Biltmore Family Office
North Carolina
$708K +$120K +426 +22%
AAP
1532
Arax Advisory Partners
Colorado
$703K -$47.9K -170 -7%
BWL
1533
Bogart Wealth LLC
Virginia
$701K +$22.8K +81 +4%
GWS
1534
Glassman Wealth Services
Virginia
$700K +$24.8K +88 +4%
GVAG
1535
Great Valley Advisor Group
Delaware
$699K -$473K -1,677 -42%
LWM
1536
Laidlaw Wealth Management
New York
$698K +$659K +2,337 New
SMFS
1537
Squar Milner Financial Services
California
$693K -$433K -1,535 -40%
HIS
1538
Harvest Investment Services
Illinois
$691K -$997K -3,535 -60%
FMTC
1539
Farmers & Merchants Trust Company
California
$690K -$5.08K -18 -0.8%
FFN
1540
Focus Financial Network
Minnesota
$689K +$4.23K +15 +0.7%
CAG
1541
Csenge Advisory Group
Florida
$688K +$21.1K +75 +3%
AIS
1542
American Investment Services
Massachusetts
$687K +$846 +3 +0.1%
PIA
1543
Perennial Investment Advisors
California
$685K +$646K +2,293 New
HFM
1544
Hartford Financial Management
Connecticut
$679K – – –
QC
1545
Quadrature Capital
United Kingdom
$679K +$641K +2,275 New
PAS
1546
Partnervest Advisory Services
California
$677K -$114K -404 -15%
GP
1547
Geneva Partners
Wisconsin
$673K +$121K +430 +24%
APW
1548
Aurora Private Wealth
New Jersey
$673K +$636K +2,255 New
CIC
1549
Crawford Investment Counsel
Georgia
$669K +$86.8K +308 +16%
SBSB
1550
Sullivan, Bruyette, Speros & Blaney
Virginia
$668K +$26.8K +95 +4%