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Name Holding Trade Value Shares
Change
Change in
Stake
IWA
1751
Intercontinental Wealth Advisors
Texas
$355K +$333K +2,511 New
TIA
1752
Tiemann Investment Advisors
California
$354K -$123K -925 -27%
PMFA
1753
Plante Moran Financial Advisors
Michigan
$354K -$69.3K -523 -17%
SDH
1754
Sloy Dahl & Holst
Washington
$354K +$26.8K +202 +6%
VCM
1755
Vivaldi Capital Management
Illinois
$353K
AIM
1756
Anchor Investment Management
South Carolina
$353K
LWP
1757
Legacy Wealth Planning
Nevada
$352K
WOC
1758
West Oak Capital
California
$351K -$7.82K -59 -2%
EWM
1759
Evermay Wealth Management
Virginia
$351K
CBFP
1760
Cedar Brook Financial Partners
Ohio
$350K -$1.19K -9 -0.4%
BMWM
1761
Brown Miller Wealth Management
Virginia
$350K +$328K +2,474 New
PP
1762
PrairieView Partners
Minnesota
$348K
Financial Engines Advisors
1763
Financial Engines Advisors
California
$347K -$132 -1 -0%
TCA
1764
Transcend Capital Advisors
New Jersey
$347K +$325K +2,453 New
SI
1765
Scharf Investments
California
$347K +$325K +2,456 New
MFG
1766
Menard Financial Group
Texas
$345K
SAM
1767
Summit Asset Management
Tennessee
$345K
HFM
1768
Hartford Financial Management
Connecticut
$343K -$5.96K -45 -2%
AP
1769
Adero Partners
California
$343K +$4.9K +37 +2%
WPC
1770
White Pine Capital
Minnesota
$342K
PFGIA
1771
Patriot Financial Group Insurance Agency
Massachusetts
$341K +$31.7K +239 +11%
CFG
1772
Cooper Financial Group
California
$341K +$320K +2,414 New
CFG
1773
CKW Financial Group
Hawaii
$340K
SFPG
1774
Stonebridge Financial Planning Group
Florida
$340K
BFA
1775
Beaumont Financial Advisors
Massachusetts
$340K +$38.6K +291 +14%