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Name Holding Trade Value Shares
Change
Change in
Stake
PFBT
1601
Parkside Financial Bank & Trust
Missouri
$1.1M -$642K -8,629 -38%
BSA
1602
Bull Street Advisors
Georgia
$1.1M -$50.7K -681 -5%
SMC
1603
Smith, Moore & Co
Missouri
$1.1M +$70.1K +943 +7%
BWP
1604
BSW Wealth Partners
Colorado
$1.1M +$138K +1,858 +15%
CFFP
1605
Center for Financial Planning
Michigan
$1.1M -$48.5K -652 -4%
DWM
1606
Dorchester Wealth Management
Quebec, Canada
$1.09M -$57.2K -769 -5%
XF
1607
XML Financial
Maryland
$1.09M -$38.1K -512 -4%
BFPW
1608
BOK Financial Private Wealth
Colorado
$1.09M +$257K +3,460 +33%
FSA
1609
Financial Sense Advisors
California
$1.09M +$270K +3,631 +35%
WIM
1610
Waverton Investment Management
United Kingdom
$1.09M -$89K -1,196 -8%
CPIA
1611
Cornell Pochily Investment Advisors
New York
$1.09M +$21.7K +292 +2%
DI
1612
Diligent Investors
California
$1.08M -$149K -2,009 -13%
CBT
1613
CoreFirst Bank & Trust
Kansas
$1.08M -$49.7K -668 -5%
FSA
1614
Franklin Street Advisors
North Carolina
$1.08M -$12.2K -164 -1%
WA
1615
Wealth Architects
California
$1.08M +$102K +1,373 +11%
SS
1616
Simplicity Solutions
Minnesota
$1.08M +$211K +2,834 +26%
IC
1617
Inverness Counsel
New York
$1.08M -$229K -3,080 -18%
CFS
1618
CRA Financial Services
New Jersey
$1.08M -$26.7K -359 -3%
MWM
1619
Madison Wealth Management
Ohio
$1.08M -$43.9K -590 -4%
BA
1620
Bridgewater Advisors
New York
$1.08M -$13.5K -182 -1%
IWS
1621
Insight Wealth Strategies
California
$1.07M -$355K -4,768 -26%
APW
1622
Aurora Private Wealth
New Jersey
$1.07M -$4.39K -59 -0.4%
GAG
1623
GM Advisory Group
New York
$1.07M -$280K -3,759 -21%
RIA
1624
Realta Investment Advisors
Delaware
$1.07M -$24.5K -330 -2%
GJIC
1625
Gamble Jones Investment Counsel
California
$1.06M -$68.8K -925 -6%