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Name Holding Trade Value Shares
Change
Change in
Stake
MGIA
1551
Moneta Group Investment Advisors
Missouri
$899K -$90.9K -1,187 -10%
V
1552
VeraBank
Texas
$898K -$30.4K -397 -3%
MCM
1553
Marathon Capital Management
Maryland
$894K -$9.19K -120 -1%
WA
1554
Wealth Architects
California
$893K -$72K -940 -8%
CPIG
1555
Chicago Partners Investment Group
Illinois
$893K +$23.4K +306 +3%
9WM
1556
9258 Wealth Management
Ohio
$892K -$62.6K -817 -7%
WFWM
1557
Wechter Feldman Wealth Management
New Jersey
$890K
LMAM
1558
Legg Mason Asset Management
Japan
$889K
SCM
1559
Schnieders Capital Management
California
$889K +$80.2K +1,048 +10%
BIM
1560
Barton Investment Management
Pennsylvania
$886K -$7.12K -93 -0.8%
ATC
1561
Adirondack Trust Company
New York
$886K
RWP
1562
RWA Wealth Partners
Massachusetts
$880K -$79.6K -1,039 -9%
FWM
1563
Foresight Wealth Management
Utah
$879K -$350K -4,571 -29%
MBT
1564
Montecito Bank & Trust
California
$877K -$30K -392 -3%
WG
1565
Welch Group
Alabama
$877K +$17.5K +229 +2%
VLKIM
1566
Van Lanschot Kempen Investment Management
Netherlands
$876K -$477K -6,225 -36%
GCP
1567
GSA Capital Partners
United Kingdom
$875K -$884K -11,544 -51%
AIA
1568
AIMZ Investment Advisors
California
$872K +$77 +1 +0%
HCM
1569
Hollencrest Capital Management
California
$872K +$2.99K +39 +0.4%
FWM
1570
Focused Wealth Management
New York
$870K +$44K +574 +6%
SMC
1571
Smith, Moore & Co
Missouri
$866K +$1.46K +19 +0.2%
BPA
1572
Beacon Pointe Advisors
California
$865K -$27.6K -360 -3%
FPFS
1573
First Personal Financial Services
North Carolina
$859K -$153 -2 -0%
IFWM
1574
Institute for Wealth Management
Colorado
$857K -$86.1K -1,125 -10%
WA
1575
Wheatland Advisors
Pennsylvania
$857K