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Name Holding Trade Value Shares
Change
Change in
Stake
DC
176
DeDora Capital
California
$91K
EWM
177
Executive Wealth Management
Michigan
$88.1K +$14 +4 +0%
FT
178
Fiduciary Trust
Massachusetts
$87.2K -$807 -227 -0.9%
OC
179
Oppenheimer & Co
New York
$86.6K -$526 -148 -0.6%
DWT
180
Dorsey & Whitney Trust
South Dakota
$86.3K +$36.7K +10,308 +73%
SA
181
Skyline Advisors
Washington
$84.4K
Vanguard Personalized Indexing Management
182
Vanguard Personalized Indexing Management
California
$83.3K -$110 -31 -0.1%
AL
183
Aspiriant LLC
California
$81.4K
ERIC
184
Eagle Rock Investment Company
Georgia
$81K -$1.58K -443 -2%
UCFA
185
United Capital Financial Advisors
Texas
$79.5K -$39.3K -11,047 -33%
FAM
186
Formidable Asset Management
Ohio
$76K -$25.4K -7,144 -25%
CAG
187
Csenge Advisory Group
Florida
$75.8K +$25.1K +7,057 +49%
BWP
188
BSW Wealth Partners
Colorado
$75.4K -$2.02K -567 -3%
SRC
189
Sage Rhino Capital
California
$73.4K +$73.8K +20,742 New
AIA
190
AIMZ Investment Advisors
California
$73.3K -$8.54K -2,400 -10%
PCIA
191
Prime Capital Investment Advisors
Kansas
$73.2K +$29.4K +8,255 +66%
IAIM
192
International Assets Investment Management
Florida
$71.8K -$8.55K -2,404 -10%
BB
193
Burford Brothers
Texas
$70.8K
SCM
194
Shapiro Capital Management
Georgia
$70.8K +$71.1K +20,000 New
QCG
195
Quadrant Capital Group
Ohio
$70.6K -$3.12K -878 -4%
FOA
196
Five Oceans Advisors
California
$69.9K
AWM
197
Avior Wealth Management
Nebraska
$68.7K +$68.8K +19,333 +30,208%
PAS
198
Park Avenue Securities
New York
$68K -$4.55K -1,278 -6%
Luther King Capital Management (LKCM)
199
Luther King Capital Management (LKCM)
Texas
$68K
IWC
200
Integrated Wealth Concepts
Massachusetts
$67.7K -$8.48K -2,385 -11%