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Name Holding Trade Value Shares
Change
Change in
Stake
PPP
2101
Private Portfolio Partners
New Jersey
$462K -$183K -2,454 -29%
LWPC
2102
Legacy Wealth Partners (California)
California
$461K -$17.5K -235 -4%
SFS
2103
Summit Financial Strategies
Ohio
$461K -$2.6K -35 -0.6%
LWM
2104
Liberty Wealth Management
California
$460K +$43.3K +582 +11%
PP
2105
Patron Partners
Texas
$459K -$55.6K -748 -11%
JLBC
2106
J.L. Bainbridge & Co
Florida
$459K -$9.82K -132 -2%
CWA
2107
Clearview Wealth Advisors
Oregon
$456K -$21.3K -287 -5%
GC
2108
Gratus Capital
Georgia
$455K -$60.5K -814 -12%
AWM
2109
Altus Wealth Management
Kentucky
$455K -$17.2K -231 -4%
CIA
2110
Cohen Investment Advisors
New Hampshire
$454K -$16.1K -217 -4%
WAG
2111
Winthrop Advisory Group
Massachusetts
$453K -$87.4K -1,175 -17%
MFGM
2112
Marshall Financial Group (Maryland)
Maryland
$452K -$771K -10,362 -64%
WAM
2113
Weatherly Asset Management
California
$452K -$20.8K -279 -5%
MSR
2114
Main Street Research
Connecticut
$451K -$40.2K -540 -9%
DFA
2115
DHJJ Financial Advisors
Illinois
$450K -$20.7K -278 -5%
LA
2116
Legacy Advisors
Pennsylvania
$450K -$19K -256 -4%
NSB
2117
Norway Savings Bank
Maine
$443K -$59.4K -798 -12%
ICG
2118
InterOcean Capital Group
Tennessee
$442K -$72.9K -980 -15%
SI
2119
Scharf Investments
California
$440K +$48.4K +651 +13%
RCG
2120
Rock Creek Group
District of Columbia
$440K +$53.2K +715 +14%
HFP
2121
Holistic Financial Partners
Indiana
$439K -$20.5K -275 -5%
CAM
2122
Close Asset Management
United Kingdom
$439K +$152K +2,040 +57%
LFA
2123
Landmark Financial Advisors
Kentucky
$438K -$20.1K -270 -5%
LA
2124
Latitude Advisors
Florida
$437K -$30.6K -411 -7%
MIC
2125
Meridian Investment Counsel
California
$437K -$20.1K -270 -5%