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Name Holding Trade Value Shares
Change
Change in
Stake
APG
1601
Abacus Planning Group
South Carolina
$992K +$10.8K +307 +1%
VFP
1602
Verus Financial Partners
Virginia
$992K +$449K +12,798 +81%
BLAM
1603
Bourne Lent Asset Management
New York
$990K
NP
1604
NorthRock Partners
Minnesota
$989K +$241K +6,869 +32%
ALAM
1605
Asahi Life Asset Management
Japan
$986K -$4.49M -127,972 -82%
DIP
1606
DT Investment Partners
Pennsylvania
$985K -$97.8K -2,790 -9%
MCM
1607
MV Capital Management
Maryland
$984K +$158K +4,520 +19%
NAMP
1608
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$983K
TCPWM
1609
Traverso Chambers Private Wealth Management
California
$983K +$35K +997 +4%
PCMC
1610
Paragon Capital Management (Colorado)
Colorado
$976K +$983K +28,033 New
TFS
1611
TrustCore Financial Services
Tennessee
$974K -$21.4K -611 -2%
TFCM
1612
Taylor Frigon Capital Management
Arizona
$973K +$25.6K +730 +3%
BPCE
1613
Bank Pictet & Cie (Europe)
Germany
$972K -$131K -3,731 -12%
9WM
1614
9258 Wealth Management
Ohio
$970K -$78.6K -2,242 -7%
AP
1615
Appleton Partners
Massachusetts
$969K -$9.04K -258 -0.9%
OTPPB
1616
Ontario Teachers' Pension Plan Board
Ontario, Canada
$967K -$610K -17,388 -38%
IAP
1617
Indie Asset Partners
Indiana
$963K +$84.8K +2,418 +10%
DAM
1618
Doheny Asset Management
California
$958K +$384K +10,961 +66%
SBA
1619
Secrest Blakey & Associates
North Carolina
$955K +$99.6K +2,841 +12%
PWPS
1620
Pinnacle Wealth Planning Services
Ohio
$955K +$202K +5,759 +27%
MWM
1621
Modera Wealth Management
New Jersey
$954K -$97.9K -2,791 -9%
WPA
1622
Winning Points Advisors
Florida
$952K
PL
1623
Plancorp LLC
Missouri
$950K -$176K -5,032 -16%
WAS
1624
Wealth Advisory Solutions
Indiana
$949K +$40.2K +1,146 +4%
GLA
1625
Good Life Advisors
Pennsylvania
$949K +$85.2K +2,431 +10%