Name Holding Trade Value Shares
Change
Change in
Stake
S
976
SignatureFD
Georgia
$779K -$165K -1,751 -17%
AL
977
Aspiriant LLC
California
$773K +$849 +9 +0.1%
H
978
HoyleCohen
California
$770K -$274K -2,905 -25%
SLI
979
Sumitomo Life Insurance
Japan
$767K -$8.49K -90 -1%
FCT
980
First Community Trust
Iowa
$767K -$2.83K -30 -0.3%
PK
981
Pflug Koory
Nebraska
$765K -$2.83K -30 -0.3%
CPIA
982
Cornell Pochily Investment Advisors
New York
$764K -$1.42K -15 -0.2%
LIA
983
Luken Investment Analytics
Tennessee
$761K – – –
AWM
984
Aberdeen Wealth Management
Illinois
$761K -$22.1K -234 -3%
JFGIW
985
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$761K -$18.6K -197 -2%
EWA
986
Etesian Wealth Advisors
Oregon
$760K +$52.9K +561 +7%
DBIA
987
Dumont & Blake Investment Advisors
New Jersey
$760K +$16.5K +175 +2%
TW
988
Transform Wealth
Colorado
$759K +$329K +3,484 +68%
NHC
989
Nicholas Hoffman & Company
Georgia
$757K -$9.71K -103 -1%
HWM
990
HighMark Wealth Management
Minnesota
$757K +$9.53K +101 +1%
PAMG
991
Patton Albertson Miller Group
Tennessee
$754K -$16.6K -176 -2%
DI
992
DFPG Investments
Utah
$754K +$346K +3,665 +75%
FHA
993
Flagship Harbor Advisors
Massachusetts
$754K +$69.8K +740 +9%
CCM
994
Coldstream Capital Management
Washington
$754K -$168K -1,781 -17%
BI
995
Berkeley Inc
Idaho
$751K -$31.9K -338 -4%
GWMI
996
Guardian Wealth Management (Illinois)
Illinois
$748K +$78.2K +829 +11%
HI
997
Humankind Investments
New York
$744K +$92.6K +982 +13%
SM
998
Sciencast Management
New Jersey
$744K +$844K +8,950 New
B
999
Bailard
California
$744K -$27.4K -291 -3%
BFM
1000
Boston Financial Management
Massachusetts
$744K -$345K -3,656 -30%