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Name Holding Trade Value Shares
Change
Change in
Stake
WA
2126
Wealth Architects
California
$688K +$1.21K +7 +0.2%
AWA
2127
AmeriServ Wealth Advisors
Pennsylvania
$687K – – –
BDF
2128
Black Diamond Financial
Maryland
$685K -$17.4K -101 -2%
VC
2129
Vicus Capital
Pennsylvania
$684K -$20.5K -119 -3%
WA
2130
Waddell & Associates
Tennessee
$683K -$143K -827 -17%
KFA
2131
Kelleher Financial Advisors
New York
$682K -$679K -3,940 -35%
EA
2132
Eudaimonia Advisors
Tennessee
$682K +$517 +3 +0.1%
RFM
2133
Royal Fund Management
Florida
$681K -$2.41K -14 -0.3%
SIC
2134
Sigma Investment Counselors
Michigan
$679K – – –
GWAM
2135
Guardian Wealth Advisors (Minnesota)
Minnesota
$678K +$8.96K +52 +1%
Pallas Capital Advisors
2136
Pallas Capital Advisors
Massachusetts
$677K -$65.3K -379 -9%
Waverly Advisors
2137
Waverly Advisors
Alabama
$677K +$114K +662 +19%
RPA
2138
Rock Point Advisors
Vermont
$676K +$5.69K +33 +0.8%
CSWM
2139
Cassady Schiller Wealth Management
Ohio
$675K – – –
FC
2140
Financial Council
Maryland
$675K +$124K +718 +21%
MCM
2141
MV Capital Management
Maryland
$675K +$213K +1,236 +43%
HCP
2142
Hexagon Capital Partners
Arkansas
$674K -$388K -2,249 -35%
CWA
2143
Clearview Wealth Advisors
Oregon
$670K +$18.4K +107 +3%
Capital Wealth Planning
2144
Capital Wealth Planning
Florida
$669K -$383K -2,225 -35%
AFC
2145
AFT Forsyth & Company
Florida
$669K – – –
AMCA
2146
Arthur M. Cohen & Associates
Illinois
$667K +$74.4K +432 +12%
IF
2147
Intrua Financial
Texas
$666K -$378K -2,195 -35%
C
2148
CEDRUS
Colorado
$666K +$517 +3 +0.1%
Dodge & Cox
2149
Dodge & Cox
California
$665K -$86.2K -500 -11%
CWM
2150
Cahaba Wealth Management
Georgia
$663K -$10.9K -63 -2%