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Name Holding Trade Value Shares
Change
Change in
Stake
GP
1801
Girard Partners
Pennsylvania
$376K -$11.8K -71 -3%
MA
1802
MONECO Advisors
Connecticut
$376K +$16.5K +99 +5%
DE
1803
Day & Ennis
Georgia
$375K
NQWM
1804
Northwest Quadrant Wealth Management
Oregon
$375K +$2.34K +14 +0.6%
WFI
1805
West Family Investments
California
$375K +$377K +2,259 New
KIG
1806
Kowal Investment Group
Wisconsin
$373K -$13.2K -79 -3%
BOM
1807
Bank of Marin
California
$373K +$2.17K +13 +0.6%
BWM
1808
Benchmark Wealth Management
Connecticut
$372K
WP
1809
WealthSource Partners
California
$372K +$70.8K +424 +23%
OCM
1810
One Capital Management
California
$372K +$374K +2,244 New
NDSI
1811
Newman Dignan & Sheerar Inc
Rhode Island
$371K
MWNA
1812
Marshall Wace North America
New York
$370K -$604K -3,619 -62%
SFG
1813
Sather Financial Group
Texas
$370K
SLT
1814
St Louis Trust
Missouri
$370K
WWM
1815
Western Wealth Management
Colorado
$370K +$372K +2,228 New
LAI
1816
Legal Advantage Investments
California
$368K +$167 +1 +0%
CCP
1817
Cardan Capital Partners
Colorado
$367K
CPA
1818
Court Place Advisors
Maryland
$367K
SICM
1819
Sustainable Insight Capital Management
New York
$367K +$5.34K +32 +1%
EN1L
1820
Engine No 1 LLC
California
$367K +$368K +2,208 New
MIC
1821
Means Investment Company
Maine
$365K +$501 +3 +0.1%
MWA
1822
MFA Wealth Advisors
Pennsylvania
$364K -$188K -1,125 -34%
WGAM
1823
Wilkinson Global Asset Management
New York
$364K
CAGAS
1824
Capital Advisory Group Advisory Services
Minnesota
$364K +$108K +645 +42%
CCA
1825
Conestoga Capital Advisors
Pennsylvania
$362K