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Name Holding Trade Value Shares
Change
Change in
Stake
TF
1751
Tompkins Financial
New York
$630K -$148K -4,355 -18%
AF
1752
Allworth Financial
California
$630K +$152K +4,451 +28%
THWM
1753
Taylor Hoffman Wealth Management
Virginia
$629K -$3.58K -105 -0.5%
IFAM
1754
Institutional & Family Asset Management
Colorado
$629K -$1.84K -54 -0.3%
EWM
1755
Elmwood Wealth Management
California
$628K -$30.6K -898 -5%
CWP
1756
CFM Wealth Partners
Texas
$627K +$104K +3,038 +18%
MC
1757
Martin Currie
United Kingdom
$625K
RC
1758
Reik & Co
New York
$625K +$9.54K +280 +1%
WI
1759
Wintrust Investments
Illinois
$625K +$21.2K +623 +3%
SLF
1760
Sun Life Financial
Ontario, Canada
$625K +$572K +16,798 +495%
CFFP
1761
Center for Financial Planning
Michigan
$624K +$28.8K +846 +4%
BWP
1762
BSW Wealth Partners
Colorado
$621K +$209K +6,127 +44%
HA
1763
Harbor Advisors
Florida
$619K
ATFA
1764
All Terrain Financial Advisors
Minnesota
$619K +$30.1K +883 +5%
BST
1765
Bath Savings Trust
Maine
$618K
QCMC
1766
Quantum Capital Management (California)
California
$618K +$16.7K +489 +3%
AWM
1767
Aberdeen Wealth Management
Illinois
$616K -$15.7K -462 -2%
WIA
1768
Westbourne Investment Advisors
Maryland
$614K -$39.5K -1,160 -6%
LWM
1769
Laidlaw Wealth Management
New York
$614K -$6K -176 -0.9%
BFC
1770
Bedel Financial Consulting
Indiana
$614K +$13.7K +403 +2%
RI
1771
Ridgewood Investments
New Jersey
$607K +$668K +19,593 New
VWM
1772
Vigilare Wealth Management
Arizona
$605K -$102K -2,997 -13%
CPA
1773
Capital Planning Advisors
California
$605K -$21.2K -623 -3%
AF
1774
AMG Funds
Connecticut
$604K -$309K -9,071 -32%
FPCM
1775
Financial Partners Capital Management
New York
$604K +$664K +19,491 New