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Name Holding Trade Value Shares
Change
Change in
Stake
BP
1251
Broadleaf Partners
Ohio
$20.9M -$3.38M -26,635 -12%
HWM
1252
Heirloom Wealth Management
Colorado
$20.8M +$3.24M +25,569 +15%
JPWM
1253
Jamison Private Wealth Management
Georgia
$20.8M -$136K -1,071 -0.6%
ITIM
1254
Indiana Trust & Investment Management
Indiana
$20.7M +$175K +1,380 +0.7%
CF
1255
Clarity Financial
Texas
$20.7M -$939K -7,408 -4%
BPC
1256
Bearing Point Capital
Minnesota
$20.7M -$1.53M -12,081 -6%
CWP
1257
Concord Wealth Partners
Virginia
$20.6M +$330K +2,603 +1%
BOH
1258
Bank of Hawaii
Hawaii
$20.6M -$875K -6,907 -4%
SW
1259
Simplicity Wealth
New Jersey
$20.6M +$3.95M +31,190 +20%
MMG
1260
Monetary Management Group
Missouri
$20.6M +$55.1K +435 +0.2%
AG
1261
Algert Global
California
$20.6M +$1.74M +13,692 +8%
MA
1262
Montag & Associates
Georgia
$20.5M +$1.12M +8,853 +5%
WTA
1263
Washington Trust Advisors
Massachusetts
$20.5M +$208K +1,639 +0.9%
LBC
1264
Lowe Brockenbrough & Co
Virginia
$20.5M +$831K +6,558 +4%
IB
1265
Intrust Bank
Kansas
$20.5M +$95.2K +751 +0.4%
MWM
1266
Marietta Wealth Management
Georgia
$20.4M +$774K +6,108 +3%
PA
1267
PFG Advisors
Arizona
$20.4M +$2.11M +16,657 +10%
FMLI
1268
Fukoku Mutual Life Insurance
Japan
$20.3M -$294K -2,318 -1%
BWL
1269
Bogart Wealth LLC
Virginia
$20.3M +$8.38M +66,101 +55%
SOAMC
1270
Spirit of America Management Corp
New York
$20.3M -$2.02M -15,900 -8%
BWM
1271
BNC Wealth Management
Oregon
$20.3M -$359K -2,834 -1%
WM
1272
WS Management
Florida
$20.3M -$459K -3,622 -2%
AIM
1273
Arcadia Investment Management
Michigan
$20.2M -$532K -4,200 -2%
GWANC
1274
Guardian Wealth Advisors (North Carolina)
North Carolina
$20.2M +$1.94M +15,291 +9%
MVIP
1275
Mar Vista Investment Partners
California
$20.2M +$23.6M +186,059 New