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Name Holding Trade Value Shares
Change
Change in
Stake
PDM
2051
Penn Davis McFarland
Texas
$432K +$435K +12,396 New
HWM
2052
Howard Wealth Management
Connecticut
$430K +$10.1K +287 +2%
SPC
2053
Stewart & Patten Company
California
$427K -$14.7K -420 -3%
WCA
2054
Westover Capital Advisors
Delaware
$427K +$430K +12,270 New
NCM
2055
Northside Capital Management
Oregon
$425K
AWM
2056
Absher Wealth Management
North Carolina
$423K -$2.35K -67 -0.5%
PWAP
2057
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$422K +$6.14K +175 +1%
WA
2058
Wealth Architects
California
$422K +$31K +885 +8%
AIIMS
2059
Analyst IMS Investment Management Services
Israel
$422K +$426K +12,137 New
AIM
2060
Acropolis Investment Management
Missouri
$419K +$96.3K +2,746 +30%
EC
2061
Estate Counselors
Wisconsin
$417K
OCM
2062
Orser Capital Management
Texas
$417K +$11.1K +316 +3%
AC
2063
Alexandria Capital
Virginia
$417K +$66.7K +1,902 +19%
PAM
2064
Premier Asset Management
Illinois
$416K -$409K -11,665 -49%
ATWA
2065
Arbor Trust Wealth Advisors
Michigan
$415K -$4.77K -136 -1%
NWM
2066
Northwest Wealth Management
Iowa
$415K +$9.92K +283 +2%
GC
2067
Gilbert & Cook
Iowa
$415K +$36.8K +1,049 +10%
AIM
2068
Alhambra Investment Management
Florida
$414K +$7.82K +223 +2%
RSWM
2069
Robertson Stephens Wealth Management
California
$414K +$81.3K +2,320 +24%
DI
2070
DAGCO Inc
Ohio
$412K
WBG
2071
Wharton Business Group
Pennsylvania
$411K +$71.6K +2,041 +21%
MAG
2072
Mayfair Advisory Group
Alabama
$409K +$412K +11,746 New
PWM
2073
Paulson Wealth Management
Illinois
$408K +$5.22K +149 +1%
JGIA
2074
Jackson Grant Investment Advisers
Connecticut
$407K +$3.33K +95 +0.8%
LC
2075
Lincoln Capital
Nebraska
$407K +$18.7K +534 +5%