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Name Holding Trade Value Shares
Change
Change in
Stake
AA
1601
Auxano Advisors
Washington
$974K -$318K -4,226 -24%
GRP
1602
Global Retirement Partners
California
$974K -$62.7K -833 -6%
CWM
1603
Centric Wealth Management
Illinois
$972K +$213K +2,831 +27%
CYG
1604
Clean Yield Group
Vermont
$971K
TBNY
1605
Trustco Bank (New York)
New York
$971K
APG
1606
Abacus Planning Group
South Carolina
$971K +$20.2K +268 +2%
QI
1607
Qtron Investments
Massachusetts
$970K -$571K -7,587 -37%
PC
1608
Port Capital
Illinois
$970K +$3.46K +46 +0.4%
RCIM
1609
Red Cedar Investment Management
Michigan
$970K +$990K +13,148 New
PFM
1610
Parsec Financial Management
North Carolina
$967K -$176K -2,332 -15%
BONST
1611
Bank of Nova Scotia Trust
Ontario, Canada
$964K +$569K +7,561 +137%
GWS
1612
Glassman Wealth Services
Virginia
$963K +$477K +6,331 +94%
SCG
1613
Sonata Capital Group
Washington
$960K +$151 +2 +0%
RHP
1614
Royal Harbor Partners
Texas
$958K +$977K +12,976 New
ATPW
1615
Ashton Thomas Private Wealth
Arizona
$956K +$17.8K +237 +2%
FMT
1616
First Mercantile Trust
Tennessee
$955K -$22.9K -304 -2%
DC
1617
Diametric Capital
Massachusetts
$955K +$974K +12,944 New
JIP
1618
Jaffetilchin Investment Partners
Florida
$953K +$125K +1,658 +15%
AI
1619
Accredited Investors
Minnesota
$952K +$2.18K +29 +0.2%
KCPG
1620
Kavar Capital Partners Group
Kansas
$952K +$665K +8,829 +217%
KWA
1621
KCS Wealth Advisory
California
$950K +$4.82K +64 +0.5%
OAM
1622
Occidental Asset Management
California
$949K -$11.8K -157 -1%
WPP
1623
Whalerock Point Partners
Rhode Island
$938K -$87.4K -1,161 -8%
CA
1624
Capital Advantage
California
$938K
NAS
1625
Nicolet Advisory Services
Wisconsin
$937K +$77.7K +1,032 +9%