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Name Holding Trade Value Shares
Change
Change in
Stake
HZ
1876
Hixon Zuercher
Ohio
$268K
IC
1877
Inscription Capital
Texas
$267K -$75K -564 -21%
WA
1878
Wealth Architects
California
$267K -$9.18K -69 -3%
T
1879
TCWP
Ohio
$266K +$23.7K +178 +9%
EWM
1880
Echo Wealth Management
Minnesota
$265K
CFA
1881
Compass Financial Advisors
Indiana
$264K -$45.3K -341 -14%
ACM
1882
Armbruster Capital Management
New York
$264K -$19.8K -149 -7%
LBC
1883
Lawrence B. Cohen
$263K -$508K -3,821 -64%
RF
1884
Resolute Financial
Massachusetts
$263K +$1.33K +10 +0.5%
VFA
1885
Voya Financial Advisors
Connecticut
$263K +$1.6K +12 +0.6%
WI
1886
WrapManager Inc
California
$263K +$56.8K +427 +25%
GA
1887
GoalVest Advisory
New York
$263K +$281K +2,115 New
RRA
1888
Round Rock Advisors
Connecticut
$262K -$11.8K -89 -4%
FFA
1889
Founders Financial Alliance
North Carolina
$261K
PNAA
1890
Pictet North America Advisors
Switzerland
$261K
CPSAC
1891
Chas P. Smith & Associates (CPS)
Florida
$261K +$25.8K +194 +10%
MA
1892
MJP Associates
Connecticut
$260K +$41.6K +313 +18%
TSA
1893
Tri-Star Advisors
Texas
$259K +$15.8K +119 +6%
AWM
1894
Angeles Wealth Management
California
$259K +$276K +2,079 New
HWA
1895
HCR Wealth Advisors
California
$259K +$277K +2,082 New
DPI
1896
Diversified Portfolios Inc
Michigan
$258K +$266 +2 +0.1%
MMM
1897
Mendel Money Management
Illinois
$258K +$276K +2,075 New
OR
1898
Olympiad Research
Connecticut
$257K -$931 -7 -0.3%
Vanguard Capital Wealth Advisors
1899
Vanguard Capital Wealth Advisors
Colorado
$257K +$85.8K +645 +45%
WA
1900
Waverly Advisors
Alabama
$256K -$4.25K -32 -2%