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Name Holding Trade Value Shares
Change
Change in
Stake
IAS
1651
Investment Advisory Services
Texas
$489K -$9.68K -65 -2%
SLWA
1652
San Luis Wealth Advisors
California
$488K -$519K -3,481 -51%
RP
1653
Riverbridge Partners
Minnesota
$487K -$29.8K -200 -6%
SIA
1654
Schechter Investment Advisors
Michigan
$487K +$488K +3,279 New
ECAM
1655
East Coast Asset Management
Massachusetts
$486K -$4.02K -27 -0.8%
WA
1656
Waddell & Associates
Tennessee
$482K +$298 +2 +0.1%
GWA
1657
GGM Wealth Advisors
Maryland
$482K +$3.28K +22 +0.7%
FCM
1658
Fourpath Capital Management
Oklahoma
$482K +$484K +3,248 New
DCM
1659
Dupont Capital Management
Delaware
$479K -$618K -4,147 -56%
IWM
1660
IHT Wealth Management
Illinois
$477K -$71.7K -481 -13%
ARC
1661
Advisor Resource Council
Texas
$477K +$478K +3,208 New
KFI
1662
Key Financial Inc
Pennsylvania
$476K – – –
OF
1663
Outfitter Financial
Maine
$476K – – –
BWFA
1664
Baltimore-Washington Financial Advisors
Maryland
$475K +$24.3K +163 +5%
AIS
1665
AM Investment Strategies
Tennessee
$474K -$427K -2,863 -47%
WA
1666
Wealth Alliance
New York
$474K +$25.6K +172 +6%
RMC
1667
Resources Management Corp
Connecticut
$473K -$10.7K -72 -2%
FSA
1668
Fort Sheridan Advisors
Illinois
$472K – – –
NWM
1669
Nicola Wealth Management
British Columbia, Canada
$472K – – –
IEFM
1670
IQ EQ Fund Management
Ireland
$471K -$439K -2,945 -48%
FCB
1671
First Command Bank
Texas
$471K – – –
TFS
1672
Thoroughbred Financial Services
Tennessee
$470K +$8.49K +57 +2%
WOC
1673
West Oak Capital
California
$469K – – –
HPWM
1674
Highland Private Wealth Management
Washington
$469K +$22K +148 +5%
RWP
1675
Ridgecrest Wealth Partners
California
$469K +$45.7K +307 +11%