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Name Holding Trade Value Shares
Change 		Change in
Stake
OFS
1726
Oldfather Financial Services
Nebraska
$414K – – –
HHGA
1727
Halbert Hargrove Global Advisors
California
$413K +$3.57K +12 +0.7%
AB
1728
Atlas Brown
Kentucky
$411K -$20.2K -68 -4%
RZH
1729
Relyea Zuckerberg Hanson
Connecticut
$411K -$12.2K -41 -2%
SFWA
1730
Summit Financial Wealth Advisors
Louisiana
$409K -$59.5K -200 -12%
CP
1731
Camelot Portfolios
Ohio
$406K – – –
AF
1732
Allworth Financial
California
$406K +$98.7K +332 +25%
BFS
1733
Baskin Financial Services
Ontario, Canada
$404K +$168K +564 +51%
WCM
1734
WealthBridge Capital Management
Ohio
$403K +$91.6K +308 +23%
PFG
1735
PAX Financial Group
Texas
$402K -$77.6K -261 -14%
MWM
1736
Minot Wealth Management
Massachusetts
$402K +$68.1K +229 +16%
WT
1737
Washington Trust
Rhode Island
$401K +$494K +1,660 New
WA
1738
Wealth Architects
California
$400K +$8.32K +28 +2%
PM
1739
Parametrica Management
Hong Kong
$399K +$491K +1,650 New
PA
1740
Prism Advisors
California
$394K – – –
FHC
1741
First Heartland Consultants
Missouri
$393K -$76.4K -257 -14%
QCMC
1742
Quantum Capital Management (California)
California
$393K +$8.62K +29 +2%
BAM
1743
Brave Asset Management
New Jersey
$391K – – –
BAM
1744
Blueshift Asset Management
New Jersey
$390K +$480K +1,613 New
WFMPM
1745
Woodley Farra Manion Portfolio Management
Indiana
$388K +$20.8K +70 +5%
VWM
1746
Vigilare Wealth Management
Arizona
$386K +$29.7K +100 +7%
NERM
1747
New England Research & Management
Illinois
$386K +$476K +1,600 New
ACG
1748
Allen Capital Group
Nebraska
$384K -$518K -1,743 -52%
VWM
1749
Valley Wealth Managers
New Jersey
$384K -$170K -572 -26%
GP
1750
Geneva Partners
Wisconsin
$383K -$199K -670 -30%
68 69
70
71 72