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Name Holding Trade Value Shares
Change
Change in
Stake
ECM
1551
EagleClaw Capital Management
Massachusetts
$394K -$41.9K -299 -10%
CWM
1552
Confluence Wealth Management
Oregon
$391K +$109K +777 +41%
SWM
1553
Sugarloaf Wealth Management
Georgia
$391K +$371K +2,648 New
IDA
1554
Intelligence Driven Advisers
California
$389K -$5.74K -41 -2%
BHWM
1555
Bay Harbor Wealth Management
Maryland
$388K
RCM
1556
RNC Capital Management
California
$388K +$34K +243 +10%
PTP
1557
Platform Technology Partners
New York
$386K +$366K +2,614 New
PCMK
1558
Paragon Capital Management (Kansas)
Kansas
$384K +$4.06K +29 +1%
EF
1559
Empirical Finance
Pennsylvania
$384K +$132K +944 +57%
APG
1560
Abacus Planning Group
South Carolina
$383K -$12K -86 -3%
PWP
1561
Personal Wealth Partners
Minnesota
$382K +$26.9K +192 +8%
LC
1562
Landaas & Company
Wisconsin
$380K
NFC
1563
Northeast Financial Consultants
Connecticut
$380K
NAS
1564
Nicolet Advisory Services
Wisconsin
$380K +$31.2K +223 +9%
TCPWM
1565
Traverso Chambers Private Wealth Management
California
$379K -$11.1K -79 -3%
WFMPM
1566
Woodley Farra Manion Portfolio Management
Indiana
$379K +$360K +2,570 New
CWA
1567
Clarus Wealth Advisors
Arizona
$378K
MMPW
1568
Mitchell McLeod Pugh & Williams
Alabama
$378K
MSR
1569
Main Street Research
Connecticut
$378K +$52K +371 +17%
ZF
1570
Zhang Financial
Michigan
$376K +$420 +3 +0.1%
WOC
1571
West Oak Capital
California
$375K
SPP
1572
Single Point Partners
Massachusetts
$375K +$356K +2,539 New
IC
1573
Inverness Counsel
New York
$374K +$355K +2,536 New
SMFS
1574
Squar Milner Financial Services
California
$373K -$104K -745 -23%
HSWM
1575
Hubbell Strickland Wealth Management
Louisiana
$373K -$16.2K -116 -4%