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Name Holding Trade Value Shares
Change
Change in
Stake
MAM
1076
Marquette Asset Management
Minnesota
$561K -$35.8K -421 -6%
CHJWM
1077
Carlton Hofferkamp & Jenks Wealth Management
Texas
$561K -$46.6K -549 -8%
BFM
1078
Boston Financial Management
Massachusetts
$559K -$152K -1,785 -21%
SWM
1079
Sendero Wealth Management
Texas
$558K +$566K +6,668 New
WWP
1080
WR Wealth Planners
Missouri
$556K +$130K +1,527 +30%
MAM
1081
Mastrapasqua Asset Management
Tennessee
$555K +$2.46K +29 +0.4%
FB
1082
Fulton Bank
Pennsylvania
$553K +$3.48K +41 +0.6%
BFA
1083
Brendel Financial Advisors
New Hampshire
$553K +$74.6K +878 +15%
PP
1084
Pacifica Partners
Canada
$553K -$117K -1,381 -17%
MC
1085
Martin & Co
Tennessee
$551K -$25.6K -301 -4%
BMCM
1086
Burns Matteson Capital Management
New York
$551K +$559K +6,583 New
HVM
1087
Harvest Volatility Management
Connecticut
$551K +$21.7K +255 +4%
WA
1088
WBH Advisory
Maryland
$550K -$63.9K -752 -10%
WB
1089
Webster Bank
Connecticut
$550K -$68.6K -807 -11%
RSWM
1090
Robertson Stephens Wealth Management
California
$547K -$5.35K -63 -1%
FAM
1091
Formidable Asset Management
Ohio
$547K +$255 +3 +0%
WI
1092
Wedgewood Investors
Pennsylvania
$547K -$22.1K -260 -4%
PSCM
1093
Per Stirling Capital Management
Texas
$546K +$211K +2,478 +61%
CWM
1094
Cornerstone Wealth Management
Missouri
$539K +$3.57K +42 +0.7%
CCWM
1095
Cassaday & Co Wealth Management
Virginia
$539K +$25.4K +299 +5%
AWC
1096
Adamsbrown Wealth Consultants
Kansas
$536K +$20.6K +243 +4%
ISWM
1097
Independent Solutions Wealth Management
New York
$534K +$172K +2,026 +47%
HCP
1098
Hexagon Capital Partners
Arkansas
$533K +$108K +1,269 +25%
FM
1099
Foster & Motley
Ohio
$531K -$32K -377 -6%
TCBWMS
1100
Texas Capital Bank Wealth Management Services
Texas
$528K +$849 +10 +0.2%