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Name Holding Trade Value Shares
Change
Change in
Stake
GFPC
2151
Global Financial Private Client
Florida
$794K +$309K +6,060 +66%
CC
2152
Cornerstone Capital
California
$794K -$22.4K -440 -3%
PIA
2153
Perennial Investment Advisors
California
$793K -$2.65K -52 -0.3%
CPWA
2154
Cerro Pacific Wealth Advisors
California
$791K -$257K -5,051 -25%
HFM
2155
Harvest Fund Management
China
$791K -$173K -3,391 -18%
WA
2156
Wealth Architects
California
$789K +$21K +413 +3%
CMI
2157
Clare Market Investments
Texas
$787K -$256K -5,020 -25%
LAM
2158
Lynch Asset Management
Pennsylvania
$786K – – –
EHAM
2159
Eagle Harbor Asset Management
Washington
$785K +$56.2K +1,102 +8%
SIC
2160
Sigma Investment Counselors
Michigan
$784K -$306 -6 -0%
SWA
2161
SOA Wealth Advisors
New York
$782K -$9.68K -190 -1%
FB
2162
First Bancorp
Maine
$782K +$50K +982 +7%
BMA
2163
Brooks Moore & Associates
Tennessee
$780K – – –
RPWA
2164
Regent Peak Wealth Advisors
Georgia
$780K +$13.6K +266 +2%
AAS
2165
Annex Advisory Services
Wisconsin
$780K +$234K +4,601 +45%
IGGA
2166
Iron Gate Global Advisors
Utah
$778K -$105K -2,052 -12%
RVPG
2167
Relative Value Partners Group
$778K -$70.4K -1,382 -8%
CWM
2168
Castle Wealth Management
Florida
$778K +$756K +14,831 New
IDBONY
2169
Israel Discount Bank of New York
New York
$777K +$58.6K +1,150 +8%
FUBT
2170
First United Bank & Trust
Maryland
$776K +$158K +3,110 +27%
UIA
2171
Ulland Investment Advisors
Minnesota
$774K -$204K -4,000 -21%
MMM
2172
Mendel Money Management
Illinois
$774K -$91.1K -1,788 -11%
MCWA
2173
Meadow Creek Wealth Advisors
Georgia
$773K -$120K -2,354 -14%
CA
2174
Crewe Advisors
Utah
$773K +$105K +2,053 +16%
AGP
2175
Autumn Glory Partners
Texas
$772K +$262K +5,145 +54%