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Name Holding Trade Value Shares
Change
Change in
Stake
SFO
2351
Stokes Family Office
Louisiana
$746K -$79.8K -691 -10%
BIA
2352
Bigelow Investment Advisors
Maine
$746K -$59K -511 -8%
DWM
2353
Destination Wealth Management
California
$744K +$214K +1,853 +43%
FAL
2354
Focused Alpha LLC
Colorado
$742K +$184K +1,598 +35%
WI
2355
Westbourne Investments
Virginia
$740K +$58.9K +510 +9%
BCM
2356
Banyan Capital Management
Georgia
$740K +$21.5K +186 +3%
WWA
2357
Wingate Wealth Advisors
Massachusetts
$739K -$62K -537 -8%
FPH
2358
Financial Planning Hawaii
Hawaii
$737K -$36.4K -315 -5%
NAMP
2359
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$737K
SPI
2360
Sutton Place Investors
New York
$736K +$7.04K +61 +1%
TCM
2361
Traub Capital Management
Massachusetts
$735K -$93.1K -806 -12%
AWA
2362
Acorn Wealth Advisors
Michigan
$732K +$1.85K +16 +0.3%
PF
2363
Prota Financial
Texas
$732K -$52.2K -452 -7%
BFW
2364
Brady Family Wealth
Missouri
$732K
IAAG
2365
Innovative Asset Advisors Group
Connecticut
$731K +$697K +6,036 New
RGC
2366
Roberts, Glore & Co
Illinois
$729K +$150K +1,297 +27%
SFS
2367
Summit Financial Strategies
Ohio
$729K -$1.96K -17 -0.3%
S
2368
SimplyRich
California
$728K
TVPW
2369
Third View Private Wealth
Connecticut
$727K -$43.1K -373 -6%
SWM
2370
Steinberganna Wealth Management
New York
$727K +$7.27K +63 +1%
NCTC
2371
New Covenant Trust Company
Indiana
$726K +$25.5K +221 +4%
MPW
2372
MASECO Private Wealth
$724K -$15.8K -137 -2%
CII
2373
Capital International Inc
California
$723K +$694K +6,008 New
VCM
2374
Virtue Capital Management
Tennessee
$721K +$139K +1,202 +25%
WAM
2375
Weatherly Asset Management
California
$720K +$2.89K +25 +0.4%