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Name Holding Trade Value Shares
Change
Change in
Stake
VCM
1576
Violich Capital Management
California
$830K -$233K -1,000 -22%
KFI
1577
Key Financial Inc
Pennsylvania
$830K +$21.4K +92 +3%
WA
1578
Waverly Advisors
Alabama
$830K +$132K +568 +20%
FRA
1579
Front Row Advisors
California
$826K -$20K -86 -2%
RBFC
1580
Roman Butler Fullerton & Co
Missouri
$826K +$3.49K +15 +0.4%
LWAM
1581
Legacy Wealth Asset Management
Minnesota
$823K +$20K +86 +2%
LNWTC
1582
Laird Norton Wetherby Trust Company
Washington
$822K -$320K -1,374 -28%
FFG
1583
Frisch Financial Group
New York
$822K +$2.09K +9 +0.3%
TC
1584
Tsai Capital
New York
$820K
LC
1585
Landaas & Company
Wisconsin
$819K -$70.3K -302 -8%
CWA
1586
Clearview Wealth Advisors
Oregon
$819K -$233 -1 -0%
CA
1587
Continuum Advisory
Idaho
$819K +$573K +2,461 +227%
JEST
1588
JTC Employer Solutions Trustee
Jersey
$818K +$824K +3,540 New
AIS
1589
American Investment Services
Massachusetts
$816K +$10.2K +44 +1%
APG
1590
Abacus Planning Group
South Carolina
$810K -$20.2K -87 -2%
CANY
1591
Caxton Associates (New York)
New York
$810K +$816K +3,507 New
CTI
1592
Community Trust & Investment
Kentucky
$809K +$341K +1,467 +72%
COCM
1593
Charter Oak Capital Management
New Hampshire
$808K -$1.4K -6 -0.2%
FMN
1594
Financial Management Network
California
$806K +$465 +2 +0.1%
SWA
1595
Sax Wealth Advisors
New Jersey
$802K +$233 +1 +0%
SAM
1596
Strategy Asset Managers
California
$801K +$21.6K +93 +3%
MCM
1597
MV Capital Management
Maryland
$800K +$23.7K +102 +3%
KAS
1598
Kemnay Advisory Services
New York
$800K +$806K +3,463 New
VAM
1599
Verity Asset Management
North Carolina
$795K +$190K +818 +31%
GFS
1600
GYL Financial Synergies
Connecticut
$794K +$698 +3 +0.1%