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Name Holding Trade Value Shares
Change
Change in
Stake
SIA
2301
Strategic Investment Advisors
Michigan
$523K +$70.9K +421 +16%
DF
2302
Donoghue Forlines
Massachusetts
$521K -$1.37M -8,164 -72%
BWM
2303
Birchcreek Wealth Management
Ohio
$521K -$29.3K -174 -5%
BA
2304
Ballast Advisors
Minnesota
$521K +$2.02K +12 +0.4%
PA
2305
Probity Advisors
Texas
$520K +$1.51K +9 +0.3%
SWP
2306
Strategic Wealth Partners
Ohio
$520K +$45.8K +272 +10%
SHGA
2307
Sand Hill Global Advisors
California
$520K +$204K +1,214 +64%
SFA
2308
Semmax Financial Advisors
North Carolina
$519K -$26.9K -160 -5%
BEW
2309
Burton Enright Welch
California
$518K -$14.1K -84 -3%
SIC
2310
Samalin Investment Counsel
New York
$518K +$842 +5 +0.2%
BB
2311
Bell Bank
North Dakota
$517K +$86.4K +513 +20%
Cohen & Steers
2312
Cohen & Steers
New York
$517K +$522K +3,101 New
PWA
2313
PCG Wealth Advisors
Kansas
$516K -$3.37K -20 -0.6%
OFS
2314
Oldfather Financial Services
Nebraska
$516K +$1.68K +10 +0.3%
DC
2315
DeDora Capital
California
$515K -$3.2K -19 -0.6%
TIM
2316
Tortoise Investment Management
New York
$514K +$7.91K +47 +2%
AWM
2317
Atticus Wealth Management
Florida
$514K +$205K +1,217 +65%
TWA
2318
Tillar-Wenstrup Advisors
Ohio
$513K – – –
MIM
2319
Marco Investment Management
Georgia
$512K – – –
SSA
2320
South Street Advisors
New York
$511K – – –
SFG
2321
Sunburst Financial Group
Alabama
$511K +$6.23K +37 +1%
D
2322
Diversified
Delaware
$510K +$168 +1 +0%
CGH
2323
CMG Global Holdings
Texas
$509K -$17.3K -103 -3%
FPWM
2324
FSB Premier Wealth Management
Iowa
$509K -$337 -2 -0.1%
DIM
2325
Delta Investment Management
California
$509K – – –