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Name Holding Trade Value Shares
Change
Change in
Stake
PCTC
1726
Perkins Coie Trust Company
Washington
$611K +$40.1K +524 +7%
AWMG
1727
Alliance Wealth Management Group
New Jersey
$610K +$36.1K +472 +7%
TCM
1728
Towercrest Capital Management
Pennsylvania
$609K +$36.1K +472 +7%
AFP
1729
Ausdal Financial Partners
Iowa
$608K +$306 +4 +0.1%
EIA
1730
Eldridge Investment Advisors
New Hampshire
$608K +$306 +4 +0.1%
ONST
1731
Old North State Trust
North Carolina
$606K -$498K -6,507 -46%
PAS
1732
Professional Advisory Services
Florida
$606K
OIWM
1733
OptiFour Integrated Wealth Management
Virginia
$605K +$257K +3,356 +80%
MWP
1734
MYCIO Wealth Partners
Pennsylvania
$604K +$23.9K +312 +4%
OWP
1735
Obermeyer Wealth Partners
Colorado
$602K +$7.96K +104 +1%
CAI
1736
Capital Advisors Inc
Oklahoma
$601K +$575K +7,506 New
JA
1737
JOYN Advisors
Georgia
$599K +$119K +1,552 +26%
GRP
1738
Global Retirement Partners
California
$597K +$80.2K +1,047 +16%
RFA
1739
Reilly Financial Advisors
California
$594K -$1.84K -24 -0.3%
MWPCG
1740
Measured Wealth Private Client Group
New Hampshire
$593K +$8.12K +106 +1%
BMM
1741
Buffington Mohr McNeal
Idaho
$592K -$21.4K -279 -4%
SWK
1742
Stephen W. Kidder
$592K +$10.4K +136 +2%
KLI
1743
Kelman-Lazarov Inc
Tennessee
$590K -$7.12K -93 -1%
PCMC
1744
Paragon Capital Management (Colorado)
Colorado
$590K +$459 +6 +0.1%
BPCA
1745
Bank Pictet & Cie (Asia)
Singapore
$587K
AAP
1746
Ardsley Advisory Partners
Connecticut
$587K +$562K +7,336 New
SIG
1747
Sargent Investment Group
Maryland
$586K -$76.3K -996 -12%
W
1748
WealthStone
Ohio
$586K +$560K +7,318 New
EML
1749
Eos Management LP
New York
$585K
BI
1750
Bredin Investment
Delaware
$583K