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Name Holding Trade Value Shares
Change
Change in
Stake
IWM
1401
Integris Wealth Management
California
$436K – – –
FPCP
1402
Fort Point Capital Partners
California
$433K +$184K +1,128 +80%
GWA
1403
Gibson Wealth Advisors
Texas
$432K – – –
JE
1404
Jacobs Equity
Utah
$432K +$441K +2,697 New
ZAM
1405
Zevin Asset Management
Massachusetts
$431K – – –
CA
1406
COFG Advisors
Illinois
$431K +$440K +2,693 New
PAG
1407
Poinciana Advisors Group
Florida
$431K -$1.96K -12 -0.4%
HWA
1408
Heritage Wealth Architects
Minnesota
$430K +$119K +726 +38%
SHGA
1409
Sand Hill Global Advisors
California
$430K – – –
KFA
1410
Kelleher Financial Advisors
New York
$430K – – –
VP
1411
Verum Partners
North Carolina
$430K -$34K -208 -7%
NAM
1412
NTV Asset Management
West Virginia
$429K – – –
LAM
1413
L2 Asset Management
Massachusetts
$428K +$28.3K +173 +7%
EFSCE
1414
Enterprise Financial Services Corp (EFSC)
Missouri
$428K -$4.74K -29 -1%
SP
1415
Symmetry Partners
Connecticut
$425K +$434K +2,654 New
WDG
1416
Wealth Dimensions Group
Ohio
$425K -$3.43K -21 -0.8%
SCI
1417
Silver Coast Investments
United States
$425K -$2.62K -16 -0.6%
GIP
1418
Granite Investment Partners
California
$424K +$433K +2,651 New
MAA
1419
Mraz Amerine & Associates
California
$424K – – –
SWA
1420
SOA Wealth Advisors
New York
$424K -$2.13K -13 -0.5%
TIAAOA
1421
Teachers Insurance & Annuity Association of America
New York
$424K – – –
GFG
1422
Goldstone Financial Group
Illinois
$424K -$8.18K -50 -2%
AA
1423
Advisory Advocates
Michigan
$424K +$433K +2,646 New
GSEP
1424
Golden State Equity Partners
California
$423K -$513K -3,137 -54%
MTC
1425
McDaniel Terry & Co
Texas
$423K – – –