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Name Holding Trade Value Shares
Change
Change in
Stake
WFA
2276
Websterrogers Financial Advisors
South Carolina
$529K +$90.1K +523 +19%
DIP
2277
DT Investment Partners
Pennsylvania
$528K -$52K -302 -9%
MGWM
2278
Marks Group Wealth Management
Minnesota
$527K +$3.45K +20 +0.6%
PI
2279
PFS Investments
Georgia
$527K +$96.2K +558 +21%
BOM
2280
Bank of Marin
California
$524K -$92.2K -535 -14%
6F
2281
626 Financial
Michigan
$524K +$862 +5 +0.2%
JWBC
2282
John W. Bristol & Co
New York
$522K -$135K -785 -20%
FL
2283
Fort LP
Maryland
$521K -$346K -2,008 -39%
IIM
2284
Ironwood Investment Management
Massachusetts
$521K -$1.72K -10 -0.3%
CMS
2285
Capital Market Strategies
Florida
$521K +$2.41K +14 +0.4%
SHGA
2286
Sand Hill Global Advisors
California
$521K +$12.6K +73 +2%
AA
2287
Auxano Advisors
Washington
$519K +$548K +3,178 New
BCM
2288
Birmingham Capital Management
Alabama
$518K +$29.6K +172 +6%
AC
2289
Avestar Capital
New York
$518K +$130K +753 +31%
HSWM
2290
Hubbell Strickland Wealth Management
Louisiana
$517K +$1.03K +6 +0.2%
GAMC
2291
Garner Asset Management Corp
Texas
$516K -$61.7K -358 -10%
EBA
2292
Eagle Bay Advisors
New York
$515K -$16.5K -96 -3%
SDWMA
2293
Schneider Downs Wealth Management Advisors
Pennsylvania
$514K -$179K -1,038 -25%
LC
2294
Landaas & Company
Wisconsin
$514K -$24.5K -142 -4%
BFA
2295
BMS Financial Advisors
South Dakota
$514K -$14.8K -86 -3%
AWM
2296
Atticus Wealth Management
Florida
$514K
SWM
2297
Sugarloaf Wealth Management
Georgia
$514K +$234K +1,357 +76%
CIP
2298
Convergence Investment Partners
Florida
$513K -$25.2K -146 -4%
CBT
2299
Central Bank & Trust
Kentucky
$513K -$2.07K -12 -0.4%
1WA
2300
180 Wealth Advisors
Washington
$512K +$166K +964 +44%