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Name Holding Trade Value Shares
Change
Change in
Stake
MF
1001
Manchester Financial
California
$6.71M +$9.28K +370 +0.2%
EWM
1002
Empirical Wealth Management
Washington
$6.7M -$89.5K -3,570 -1%
SIC
1003
Sigma Investment Counselors
Michigan
$6.69M +$122K +4,860 +2%
KCM
1004
KRS Capital Management
Michigan
$6.68M +$39.6K +1,580 +0.6%
TSWM
1005
Tyler-Stone Wealth Management
Ohio
$6.64M +$59.2K +2,360 +1%
EWA
1006
EP Wealth Advisors
California
$6.59M +$761K +30,360 +14%
IA
1007
Insight Advisors
Pennsylvania
$6.58M -$1.3M -51,700 -18%
SFS
1008
Stiles Financial Services
Minnesota
$6.54M -$83K -3,310 -1%
GCM
1009
Gables Capital Management
Florida
$6.54M +$6.27K +250 +0.1%
GEA
1010
Glen Eagle Advisors
New Jersey
$6.53M -$96.3K -3,840 -2%
ZB
1011
Zions Bancorporation
Utah
$6.52M +$1.23M +48,930 +26%
KCM
1012
Kornitzer Capital Management
Kansas
$6.52M +$515K +20,530 +9%
EGM
1013
Engineers Gate Manager
New York
$6.52M +$2.09M +83,320 +54%
AC
1014
Abbrea Capital
California
$6.5M +$41.1K +1,640 +0.7%
PWA
1015
Primoris Wealth Advisors
Florida
$6.5M +$1.55M +61,980 +35%
MBI
1016
Montrusco Bolton Investments
Quebec, Canada
$6.48M +$5.96M +237,620 New
GW
1017
GW & Wade
Massachusetts
$6.48M +$591K +23,570 +11%
CF
1018
Clarity Financial
Texas
$6.47M +$476K +18,980 +9%
IB
1019
Iyo Bank
Japan
$6.46M
SCM
1020
Sitrin Capital Management
California
$6.45M -$3.47M -138,540 -37%
LAM
1021
LifePro Asset Management
California
$6.45M +$5.68M +226,290 +2,270%
BIA
1022
Benchmark Investment Advisors
Illinois
$6.44M +$188K +7,490 +3%
MPPLM
1023
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$6.43M +$1.25K +50 +0%
OQS
1024
Occudo Quantitative Strategies
Florida
$6.41M +$2.8M +111,760 +91%
IB
1025
Intrust Bank
Kansas
$6.35M -$175K -6,970 -3%