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Name Holding Trade Value Shares
Change
Change in
Stake
SWM
326
SHP Wealth Management
Massachusetts
$35.5K -$32.8K -524 -45%
BWM
327
Bullock Wealth Management
Indiana
$35.5K +$438 +7 +1%
JFA
328
JNBA Financial Advisors
Minnesota
$34.3K – – –
QC
329
Quent Capital
New York
$33.9K – – –
PMFA
330
Plante Moran Financial Advisors
Michigan
$32.5K – – –
Los Angeles Capital Management
331
Los Angeles Capital Management
California
$32.2K +$18.8K +300 +103%
HCA
332
Harbor Capital Advisors
Illinois
$27K +$3.13K +50 +11%
IA
333
IFP Advisors
Florida
$26.5K -$6.26K -100 -17%
KAS
334
Kemnay Advisory Services
New York
$23.9K +$689 +11 +3%
BC
335
Bayforest Capital
United Kingdom
$23.8K -$278K -4,446 -91%
FUBT
336
First United Bank & Trust
Maryland
$23.2K – – –
FRA
337
Front Row Advisors
California
$23.1K – – –
VCM
338
Versant Capital Management
Arizona
$22.7K +$17.4K +278 +201%
TWD
339
True Wealth Design
Ohio
$21.9K +$1.94K +31 +8%
CSC
340
Caldwell Sutter Capital
California
$21.9K +$19.8K +316 +372%
OCWP
341
Owl Creek Wealth Partners
Colorado
$21.3K +$24.4K +390 New
HWM
342
HighMark Wealth Management
Minnesota
$17.5K +$251 +4 +1%
Select Equity Group
343
Select Equity Group
New York
$16.9K -$31.3M -499,717 -100%
WIM
344
Westside Investment Management
California
$16.1K +$125 +2 +0.7%
TPWA
345
Twin Peaks Wealth Advisors
California
$15.4K +$17.7K +282 New
NECFA
346
New England Capital Financial Advisors
Connecticut
$15K +$188 +3 +1%
FDCDDQ
347
Federation des caisses Desjardins du Quebec
Quebec, Canada
$14.6K -$29.7K -475 -64%
CFB
348
Cullen/Frost Bankers
Texas
$13.6K -$15.7K -250 -50%
LFG
349
Larson Financial Group
Missouri
$13.5K +$14.8K +236 +2,145%
C
350
Covestor
United Kingdom
$13K -$4.38K -70 -22%