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Name Holding Trade Value Shares
Change
Change in
Stake
WOC
1501
West Oak Capital
California
$2.12M -$199K -1,845 -8%
TWM
1502
Thrive Wealth Management
Pennsylvania
$2.12M -$324 -3 -0%
PMA
1503
Prudent Man Advisors
Illinois
$2.11M -$24.7K -229 -1%
MAM
1504
Mystic Asset Management
Rhode Island
$2.11M -$37.2K -345 -2%
WA
1505
WBH Advisory
Maryland
$2.11M +$2.14M +19,803 New
PAM
1506
Peak Asset Management
Colorado
$2.11M -$10K -93 -0.5%
CTFG
1507
Capstone Triton Financial Group
Oklahoma
$2.1M -$33.7K -312 -2%
CIS
1508
Capital International Sarl
California
$2.1M +$75.7K +701 +4%
GA
1509
GoalVest Advisory
New York
$2.1M -$732K -6,779 -26%
WCBA
1510
Weaver C. Barksdale & Associates
Tennessee
$2.1M -$119K -1,103 -5%
CWM
1511
Cornerstone Wealth Management
Missouri
$2.1M +$2.13M +19,720 New
PGIM
1512
Pacific Global Investment Management
California
$2.1M -$84K -778 -4%
TIM
1513
Thompson Investment Management
Wisconsin
$2.09M -$61.3K -568 -3%
RFG
1514
Range Financial Group
Oregon
$2.09M -$50.3K -466 -2%
LJAC
1515
L.J. Altfest & Co
New York
$2.09M -$45.3K -420 -2%
HIS
1516
Horizon Investment Services
Indiana
$2.09M +$1.57M +14,526 +286%
CWP
1517
CFM Wealth Partners
Texas
$2.08M +$75.7K +701 +4%
BMC
1518
Beaton Management Company
Massachusetts
$2.08M
TNA
1519
True North Advisors
Texas
$2.07M +$11.2K +104 +0.5%
PFA
1520
Pathway Financial Advisers
Indiana
$2.07M -$232K -2,147 -10%
IWS
1521
Insight Wealth Strategies
California
$2.07M -$215K -1,989 -9%
MBT
1522
Montecito Bank & Trust
California
$2.07M -$23.5K -218 -1%
SAG
1523
SageView Advisory Group
California
$2.07M +$1.14M +10,539 +119%
BTI
1524
Blue Trust Inc
Georgia
$2.06M +$8.42K +78 +0.4%
CIAS
1525
CFS Investment Advisory Services
New Jersey
$2.06M +$106K +984 +5%