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Name Holding Trade Value Shares
Change
Change in
Stake
CA
1626
Capital Advantage
California
$998K -$23.7K -289 -2%
WA
1627
Wealth Architects
California
$994K +$34.6K +421 +4%
PRWA
1628
Platte River Wealth Advisors
Colorado
$994K +$1M +12,189 New
IA
1629
IFG Advisory
Georgia
$992K -$179K -2,185 -16%
NJBEST
1630
New Jersey Better Educational Savings Trust
New Jersey
$991K -$8.62K -105 -0.9%
HCM
1631
Hollencrest Capital Management
California
$991K +$41.3K +503 +5%
CC
1632
Cypress Capital
Tennessee
$986K +$33.9K +413 +4%
MWM
1633
Madison Wealth Management
Ohio
$984K +$931K +11,336 New
EA
1634
Elm Advisors
California
$979K
BAMCO Inc
1635
BAMCO Inc
New York
$977K +$286K +3,486 +45%
AA
1636
Apriem Advisors
California
$975K -$12.1K -147 -1%
AA
1637
Argent Advisors
Louisiana
$975K +$919K +11,183 New
NSAM
1638
North Star Asset Management
Wisconsin
$974K -$65.9K -802 -7%
LKIM
1639
Lawson Kroeker Investment Management
Nebraska
$973K -$25.8K -314 -3%
HI
1640
Hendershot Investments
Virginia
$969K
V
1641
VeraBank
Texas
$965K -$8.62K -105 -0.9%
WFWM
1642
Wechter Feldman Wealth Management
New Jersey
$962K -$4.03K -49 -0.4%
BIM
1643
Barton Investment Management
Pennsylvania
$962K
CSWG
1644
Cardinal Strategic Wealth Guidance
Kentucky
$959K +$908K +11,052 New
RSWM
1645
Robertson Stephens Wealth Management
California
$957K -$777K -9,463 -46%
FWM
1646
Foresight Wealth Management
Utah
$950K
KPCM
1647
Kings Point Capital Management
New York
$948K +$27.3K +332 +3%
MGIA
1648
Moneta Group Investment Advisors
Missouri
$947K -$13.9K -169 -2%
JSC
1649
Jackson Square Capital
California
$947K +$897K +10,917 New
FFC
1650
First Financial Corp
Indiana
$945K -$13K -158 -1%