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Name Holding Trade Value Shares
Change
Change in
Stake
BBA
1726
Braun-Bostich & Associates
Pennsylvania
$545K +$42.6K +294 +8%
AI
1727
Accredited Investors
Minnesota
$544K -$69.2K -478 -10%
GC
1728
Garde Capital
Washington
$543K -$46.4K -320 -7%
BWM
1729
Baystate Wealth Management
Massachusetts
$543K +$48.4K +334 +10%
TL
1730
TrueWealth LLC
Georgia
$542K -$43K -297 -7%
JA
1731
JOYN Advisors
Georgia
$542K +$10.7K +74 +2%
LHC
1732
Little House Capital
Massachusetts
$542K +$599K +4,134 New
CAW
1733
Cornerstone Advisors (Washington)
Washington
$539K -$213K -1,473 -26%
PMFA
1734
Plante Moran Financial Advisors
Michigan
$538K -$249K -1,718 -29%
LDB
1735
Lee, Danner & Bass
Tennessee
$538K +$97.8K +675 +20%
S
1736
Seeyond
France
$532K +$588K +4,062 New
FSC
1737
Full Sail Capital
Oklahoma
$531K +$586K +4,047 New
DWT
1738
Dorsey & Whitney Trust
South Dakota
$527K -$17.2K -119 -3%
WP
1739
WMS Partners
Maryland
$526K -$34K -235 -6%
AWM
1740
AllSquare Wealth Management
New York
$526K -$13.3K -92 -2%
ACM
1741
Advisors Capital Management
New Jersey
$524K -$2.76M -19,039 -83%
NEPWA
1742
New England Private Wealth Advisors
Massachusetts
$523K +$187K +1,294 +48%
MCC
1743
Malaga Cove Capital
California
$522K +$578K +3,987 New
CPIA
1744
Cornell Pochily Investment Advisors
New York
$521K
GAM
1745
Gemmer Asset Management
California
$521K +$44.6K +308 +8%
EPA
1746
Element Pointe Advisors
Florida
$521K +$576K +3,973 New
AIP
1747
ARS Investment Partners
New York
$520K -$10.9K -75 -2%
AF
1748
Allworth Financial
California
$520K -$3.48K -24 -0.6%
CIAS
1749
Capital Investment Advisory Services
North Carolina
$520K +$41K +283 +8%
SWM
1750
Segment Wealth Management
Texas
$519K -$373K -2,578 -39%