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Name Holding Trade Value Shares
Change
Change in
Stake
SAM
1501
Sompo Asset Management
Japan
$312K -$22.3K -140 -6%
APG
1502
Abacus Planning Group
South Carolina
$312K -$2.55K -16 -0.7%
HT
1503
Heritage Trust
Oklahoma
$312K
CF
1504
Centaurus Financial
California
$309K -$71.5K -449 -17%
VCM
1505
Versant Capital Management
Arizona
$309K +$138K +869 +69%
WP
1506
WealthShield Partners
North Carolina
$309K +$1.11K +7 +0.3%
AA
1507
Alta Advisers
United Kingdom
$308K
VST
1508
Van Strum & Towne
California
$308K
RCM
1509
RB Capital Management
Nevada
$308K +$1.43K +9 +0.4%
WHG
1510
Westwood Holdings Group
Texas
$307K -$15.9K -100 -5%
PWW
1511
Pettyjohn Wood & White
Virginia
$306K -$11.9K -75 -3%
SW
1512
SkyOak Wealth
Michigan
$305K +$637 +4 +0.2%
ISFAN
1513
Investor's Fiduciary Advisor Network
Washington
$305K +$5.1K +32 +2%
KI
1514
KTF Investments
California
$305K
MWA
1515
Midland Wealth Advisors
Illinois
$305K
CFIA
1516
Cantor Fitzgerald Investment Advisors
New York
$304K
TPCW
1517
TD Private Client Wealth
New York
$304K +$34.1K +214 +11%
RCA
1518
Resonant Capital Advisors
Wisconsin
$304K +$99.8K +627 +43%
KA
1519
Klingman & Associates
New York
$303K +$6.69K +42 +2%
THL
1520
Tillman Hartley LLC
Colorado
$302K
BIG
1521
Brookwood Investment Group
Arizona
$302K -$167K -1,049 -34%
PHIC
1522
Pine Haven Investment Counsel
Massachusetts
$301K -$3.19K -20 -1%
GSF
1523
Grove Street Fiduciary
New Hampshire
$301K
CI Investments Inc
1524
CI Investments Inc
Ontario, Canada
$300K -$26.9K -169 -8%
RFP
1525
Root Financial Partners
California
$300K +$5.41K +34 +2%