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Name Holding Trade Value Shares
Change
Change in
Stake
WIA
2701
World Investment Advisors
California
$395K +$163K +1,438 +73%
OWA
2702
One Wealth Advisors
California
$394K -$25.5K -225 -6%
CC
2703
Constitution Capital
Connecticut
$392K
WHCI
2704
W.H. Cornerstone Investments
Massachusetts
$392K +$26.9K +237 +8%
BWM
2705
Birchcreek Wealth Management
Ohio
$392K
PBF
2706
Petix & Botte Financial
California
$392K +$386K +3,396 New
GP
2707
Greenline Partners
New York
$390K
CWM
2708
Cahaba Wealth Management
Georgia
$390K -$5K -44 -1%
PA
2709
PSI Advisors
Florida
$390K +$681 +6 +0.2%
Fiera Capital (Canada)
2710
Fiera Capital (Canada)
Quebec, Canada
$389K
CSWG
2711
Cardinal Strategic Wealth Guidance
Kentucky
$388K +$5.9K +52 +2%
LFA
2712
Laraway Financial Advisors
Minnesota
$388K -$28.4K -250 -7%
PFG
2713
Prosperity Financial Group
California
$388K +$10.8K +95 +3%
PCM
2714
Palisade Capital Management
New Jersey
$388K +$5.79K +51 +2%
BFIC
2715
Bedell Frazier Investment Counselling
California
$388K +$79.5K +700 +26%
OCPWS
2716
One Charles Private Wealth Services
Massachusetts
$385K -$2.84K -25 -0.7%
HFS
2717
Heritage Financial Services
Massachusetts
$384K +$5.68K +50 +2%
ANB
2718
Amarillo National Bank
Texas
$383K +$681 +6 +0.2%
OP
2719
ORG Partners
Indiana
$383K +$380K +3,350 New
Financial Engines Advisors
2720
Financial Engines Advisors
California
$382K -$1.1M -9,651 -75%
CCM
2721
Chiron Capital Management
Florida
$381K +$22.3K +196 +6%
FA
2722
Fortis Advisors
Pennsylvania
$381K -$79.5K -700 -18%
PPW
2723
Pasadena Private Wealth
California
$379K -$114 -1 -0%
GAM
2724
Gemmer Asset Management
California
$379K +$23.4K +206 +7%
GWAG
2725
Garrett Wealth Advisory Group
Texas
$379K +$18.1K +159 +5%