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Name Holding Trade Value Shares
Change
Change in
Stake
WP
1076
WealthPLAN Partners
Nebraska
$282K -$1.45K -20 -0.5%
FRM
1077
Fox Run Management
Connecticut
$282K +$277K +3,835 New
1WA
1078
180 Wealth Advisors
Washington
$279K +$274K +3,790 New
CWM
1079
Cornerstone Wealth Management
Missouri
$278K
BA
1080
Birinyi Associates
Connecticut
$276K +$271K +3,750 New
HIC
1081
Holderness Investments Company
North Carolina
$276K +$271K +3,750 New
Nuveen Fund Advisors
1082
Nuveen Fund Advisors
Illinois
$274K -$183K -2,526 -40%
SIAS
1083
Shine Investment Advisory Services
Colorado
$274K -$23K -318 -8%
AssetMark Inc
1084
AssetMark Inc
California
$273K -$43.3K -599 -14%
FP
1085
Foundry Partners
Minnesota
$273K -$16.6K -229 -6%
FPFS
1086
First Personal Financial Services
North Carolina
$272K -$2.17K -30 -0.8%
CC
1087
Courier Capital
New York
$270K
GLI
1088
Guardian Life Insurance
New York
$269K +$78.9K +1,091 +42%
HPC
1089
HM Payson & Co
Maine
$269K +$264K +3,649 New
FGC
1090
Financial Gravity Companies
Texas
$267K +$226K +3,132 New
SBSB
1091
Sullivan, Bruyette, Speros & Blaney
Virginia
$266K -$19.3K -267 -7%
CA
1092
Cambridge Advisors
Nebraska
$264K
CAG
1093
Crestwood Advisors Group
Massachusetts
$263K +$940 +13 +0.4%
CAM
1094
Concorde Asset Management
Michigan
$262K -$608K -8,403 -70%
MFW
1095
Meristem Family Wealth
Minnesota
$262K
FFSOTS
1096
Fiduciary Financial Services of The Southwest
Texas
$261K +$256K +3,541 New
SPWA
1097
SteelBridge Private Wealth Advisors
Florida
$260K -$7.45K -103 -3%
LC
1098
Lourd Capital
California
$260K +$255K +3,525 New
CW
1099
Cobiz Wealth
Colorado
$259K +$255K +3,524 New
MFW
1100
Mosaic Family Wealth
Missouri
$257K -$970K -13,408 -79%