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Name Holding Trade Value Shares
Change
Change in
Stake
CWS
1851
Cypress Wealth Services
California
$579K -$66.9K -184 -10%
EPWM
1852
Essex Private Wealth Management
Massachusetts
$577K -$20.7K -57 -3%
RIM
1853
Rockbridge Investment Management
New York
$574K +$36K +99 +6%
RW
1854
REDW Wealth
New Mexico
$571K -$24K -66 -4%
VCM
1855
Vigilant Capital Management
Maine
$570K +$7.27K +20 +1%
MKC
1856
M. Kraus & Co
Vermont
$567K +$12.7K +35 +2%
CIP
1857
Convergence Investment Partners
Florida
$566K -$29.5K -81 -5%
LWMM
1858
Legacy Wealth Management (Mississippi)
Mississippi
$565K +$2.91K +8 +0.5%
ECG
1859
Edge Capital Group
Georgia
$564K -$93.5K -257 -14%
Financial Engines Advisors
1860
Financial Engines Advisors
California
$560K +$30.2K +83 +5%
VWM
1861
Vigilare Wealth Management
Arizona
$558K +$727 +2 +0.1%
WCA
1862
Waratah Capital Advisors
Ontario, Canada
$556K -$5.03M -13,832 -90%
FPCG
1863
Fort Pitt Capital Group
Pennsylvania
$556K -$277K -762 -32%
HGWM
1864
Horst & Graben Wealth Management
Oregon
$556K -$51.3K -141 -8%
WCM
1865
WealthBridge Capital Management
Ohio
$556K -$12K -33 -2%
WT
1866
Washington Trust
Rhode Island
$555K – – –
PP
1867
PDS Planning
Ohio
$555K +$51.3K +141 +10%
CWA
1868
Clarity Wealth Advisors
California
$554K -$21.1K -58 -4%
AI
1869
ArchPoint Investors
Florida
$554K +$580K +1,594 New
OFS
1870
Oldfather Financial Services
Nebraska
$553K – – –
GCP
1871
GSA Capital Partners
United Kingdom
$551K +$38.2K +105 +7%
AM
1872
Atwater Malick
Pennsylvania
$549K – – –
SLWA
1873
San Luis Wealth Advisors
California
$549K +$574K +1,578 New
SAM
1874
SignalPoint Asset Management
Missouri
$547K -$4.36K -12 -0.8%
DAC
1875
Dividend Assets Capital
South Carolina
$546K +$105K +290 +23%