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Name Holding Trade Value Shares
Change
Change in
Stake
GPWM
1126
Grant Private Wealth Management
California
$614K +$61.5K +386 +10%
Level Four Advisory Services
1127
Level Four Advisory Services
Texas
$613K +$22.1K +139 +3%
LSIA
1128
LaSalle St. Investment Advisors
Illinois
$612K -$162K -1,015 -19%
DA
1129
Dougherty & Associates
Florida
$610K – – –
Vanguard National Trust
1130
Vanguard National Trust
Pennsylvania
$609K +$668K +4,195 New
SteelPeak Wealth
1131
SteelPeak Wealth
California
$609K -$5.92M -37,148 -90%
Washington Trust
1132
Washington Trust
Rhode Island
$607K +$150K +939 +29%
Sterling Capital Management
1133
Sterling Capital Management
North Carolina
$606K -$238K -1,492 -26%
NWAG
1134
Net Worth Advisory Group
Utah
$603K – – –
AP
1135
Appleton Partners
Massachusetts
$603K -$7.33K -46 -1%
AF
1136
Arrow Financial
New York
$602K -$38.2K -240 -5%
GWP
1137
Gateway Wealth Partners
Wisconsin
$600K +$397K +2,495 +153%
MC
1138
Mathes Company
New York
$599K – – –
SOW
1139
State of Wyoming
Wyoming
$596K +$37.4K +235 +6%
FA
1140
Freestate Advisors
Kansas
$596K – – –
Panagora Asset Management
1141
Panagora Asset Management
Massachusetts
$596K – – –
SCM
1142
Stonebridge Capital Management
California
$595K +$653K +4,098 New
Badgley Phelps Wealth Managers
1143
Badgley Phelps Wealth Managers
Washington
$594K +$190K +1,191 +41%
BRM
1144
Boston Research & Management
Massachusetts
$593K -$49K -308 -7%
MCM
1145
Manchester Capital Management
Vermont
$593K -$4.78K -30 -0.7%
HCA
1146
Hardworking Capital Advisors
California
$593K +$14.7K +92 +2%
UPS
1147
UHLMANN PRICE SECURITIES
Illinois
$593K +$643K +4,041 New
FCP
1148
Fidelis Capital Partners
Florida
$592K +$27.5K +173 +4%
Simplicity Wealth
1149
Simplicity Wealth
New Jersey
$590K -$40.3K -253 -6%
Mission Wealth Management
1150
Mission Wealth Management
California
$589K +$18.5K +116 +3%