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Name Holding Trade Value Shares
Change
Change in
Stake
LA
1151
LVW Advisors
New York
$663K -$12.2K -83 -2%
SAM
1152
Synergy Asset Management
Washington
$663K +$365K +2,486 +123%
MFA
1153
Mayflower Financial Advisors
Massachusetts
$662K +$25.3K +172 +4%
TF
1154
Tompkins Financial
New York
$661K +$5.29K +36 +0.8%
FM
1155
Foster & Motley
Ohio
$660K -$4.7K -32 -0.7%
WH
1156
Willner & Heller
California
$657K -$1.62K -11 -0.2%
CFO
1157
CVA Family Office
Colorado
$656K +$32.3K +220 +5%
PWA
1158
Prairie Wealth Advisors
Nebraska
$656K -$18.4K -125 -3%
OA
1159
Operose Advisors
Wisconsin
$655K – – –
TSWM
1160
Triangle Securities Wealth Management
North Carolina
$654K – – –
Moneta Group Investment Advisors
1161
Moneta Group Investment Advisors
Missouri
$653K -$123K -837 -16%
GIP
1162
Granite Investment Partners
California
$652K – – –
BWM
1163
Bosman Wealth Management
California
$651K – – –
NPFS
1164
Novak & Powell Financial Services
Florida
$651K -$41.1K -280 -6%
PAM
1165
Parvin Asset Management
South Dakota
$649K -$1.36M -9,288 -68%
SIS
1166
Sound Income Strategies
Florida
$647K +$161K +1,094 +33%
BRM
1167
Boston Research & Management
Massachusetts
$645K – – –
AIM
1168
Alhambra Investment Management
Florida
$645K -$26.2K -178 -4%
AGF Management
1169
AGF Management
Ontario, Canada
$644K -$171K -1,165 -21%
SC
1170
Syon Capital
California
$644K +$126K +857 +24%
R.M. Davis Inc
1171
R.M. Davis Inc
Maine
$643K -$24.7K -168 -4%
Washington Trust
1172
Washington Trust
Rhode Island
$643K -$118K -801 -15%
GIM
1173
Goelzer Investment Management
Indiana
$643K +$3.67K +25 +0.6%
SA
1174
Strategic Advisors
New York
$641K -$220K -1,500 -26%
SFP
1175
Sterling Financial Planning
New Jersey
$641K -$35.9K -244 -5%