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Name Holding Trade Value Shares
Change
Change in
Stake
HIM
1651
HawsGoodwin Investment Management
Tennessee
$1.01M -$41K -551 -4%
AFS
1652
Aft Forsyth & Sober
Florida
$1.01M -$46.4K -624 -5%
EWA
1653
Exencial Wealth Advisors
Oklahoma
$1.01M -$70.3K -945 -7%
AA
1654
Auxano Advisors
Washington
$1.01M -$70.4K -947 -7%
RWM
1655
Ritholtz Wealth Management
New York
$1.01M +$101K +1,352 +12%
CF
1656
Centaurus Financial
California
$1M +$37.9K +510 +4%
BC
1657
Burleson & Co
California
$1M -$86.7K -1,165 -8%
CS
1658
Cannell & Spears
New York
$1M -$26.8K -360 -3%
KC
1659
Knuff & Co
California
$999K -$108K -1,455 -10%
MWPCG
1660
Measured Wealth Private Client Group
New Hampshire
$999K +$57K +767 +6%
GRP
1661
Global Retirement Partners
California
$997K -$130K -1,749 -12%
BWM
1662
BCS Wealth Management
Tennessee
$995K -$38.8K -522 -4%
RIA
1663
Regal Investment Advisors
Michigan
$995K +$952K +12,797 New
LMAM
1664
Legg Mason Asset Management
Japan
$994K +$55K +739 +6%
HJGA
1665
Hardman Johnston Global Advisors
Connecticut
$992K -$45.5K -612 -5%
BFA
1666
Beacon Financial Advisory
Ohio
$991K -$7.29K -98 -0.8%
SWM
1667
Segment Wealth Management
Texas
$987K -$37.3K -501 -4%
NAM
1668
NorthCoast Asset Management
Connecticut
$987K -$25.2K -339 -3%
PL
1669
Plancorp LLC
Missouri
$986K -$58.6K -788 -6%
PFS
1670
Physicians Financial Services
North Carolina
$985K -$144K -1,934 -13%
SCI
1671
Stableford Capital II
Arizona
$981K +$25.9K +348 +3%
GHAM
1672
Gilman Hill Asset Management
Connecticut
$979K +$55.8K +750 +6%
AI
1673
Accredited Investors
Minnesota
$978K -$47.8K -643 -5%
EMG
1674
ETF Managers Group
New Jersey
$978K +$224K +3,016 +31%
GFS
1675
GYL Financial Synergies
Connecticut
$974K +$72.1K +969 +8%