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Name Holding Trade Value Shares
Change
Change in
Stake
MWS
2351
MFA Wealth Services
California
$655K +$49.3K +525 +9%
MCP
2352
Mirador Capital Partners
California
$655K -$25.6K -273 -4%
WCM
2353
Weaver Capital Management
Georgia
$655K -$454K -4,833 -44%
CAC
2354
Certified Advisory Corp
Florida
$655K -$10.5K -112 -2%
RA
2355
Riversedge Advisors
Delaware
$654K +$35K +373 +6%
GPW
2356
Gray Private Wealth
Massachusetts
$653K -$178K -1,894 -23%
NED
2357
Nancy E. Dempze
$653K +$49.3K +525 +9%
FFG
2358
Floyd Financial Group
Missouri
$653K +$3.85K +41 +0.8%
ME
2359
McIlrath & Eck
Washington
$652K +$14.3K +152 +3%
MPW
2360
MASECO Private Wealth
$648K +$13K +138 +2%
LGWM
2361
Litman Gregory Wealth Management
California
$647K
LT
2362
Legacy Trust
Michigan
$646K +$8.45K +90 +1%
BST
2363
Bath Savings Trust
Maine
$646K +$186K +1,980 +48%
NAMP
2364
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$645K
BAM
2365
Boyar Asset Management
New York
$641K +$112K +1,192 +24%
PCM
2366
Polymer Capital Management
New York
$641K -$28.4K -303 -5%
BFW
2367
Brady Family Wealth
Missouri
$640K
IA
2368
IFG Advisors
Missouri
$640K -$47.4K -505 -8%
MCCA
2369
Mill Creek Capital Advisors
Pennsylvania
$639K -$255K -2,713 -31%
SFS
2370
Summit Financial Strategies
Ohio
$639K +$35.4K +377 +7%
AWA
2371
Acorn Wealth Advisors
Michigan
$639K -$20.8K -222 -4%
SPI
2372
Sutton Place Investors
New York
$637K +$68.3K +728 +14%
AAA
2373
American Alpha Advisors
New York
$637K +$71.9K +766 +14%
S
2374
SimplyRich
California
$637K
RIS
2375
Retirement Income Solutions
Michigan
$637K -$73.2K -780 -11%