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Name Holding Trade Value Shares
Change
Change in
Stake
KCM
1701
Kathmere Capital Management
Pennsylvania
$332K +$263K +1,906 New
DOA
1702
D'Orazio & Associates
Virginia
$331K
PWLP
1703
Prio Wealth Limited Partnership
Massachusetts
$331K +$263K +1,901 New
PAM
1704
Private Asset Management
California
$330K +$261K +1,892 New
SVWAG
1705
Sound View Wealth Advisors Group
Georgia
$330K +$262K +1,893 New
EWM
1706
Endurance Wealth Management
Rhode Island
$327K
FPCP
1707
Fort Point Capital Partners
California
$327K +$260K +1,879 New
RB
1708
Rodgers Brothers
Pennsylvania
$326K +$258K +1,870 New
AWS
1709
AJ Wealth Strategies
New York
$324K +$257K +1,858 New
PL
1710
Plancorp LLC
Missouri
$323K -$181K -1,311 -41%
POIA
1711
Pin Oak Investment Advisors
Texas
$323K -$7.19K -52 -3%
M
1712
Mirova
France
$321K -$5.8K -42 -2%
H
1713
HoyleCohen
California
$320K +$254K +1,838 New
MG
1714
Markel Group
Virginia
$319K +$253K +1,830 New
RCS
1715
Retirement Capital Strategies
California
$314K +$249K +1,800 New
VWM
1716
Vigilare Wealth Management
Arizona
$314K +$249K +1,800 New
BFPW
1717
BOK Financial Private Wealth
Colorado
$314K +$249K +1,804 New
DAC
1718
Dividend Assets Capital
South Carolina
$308K +$244K +1,765 New
PWP
1719
Principle Wealth Partners
Connecticut
$308K +$244K +1,766 New
AWM
1720
AllSquare Wealth Management
New York
$307K +$31K +224 +15%
PAS
1721
Partnervest Advisory Services
California
$306K +$242K +1,754 New
WAP
1722
Wealthcare Advisory Partners
Pennsylvania
$304K +$65.2K +472 +37%
EA
1723
Elm Advisors
California
$304K +$241K +1,745 New
VHAM
1724
Van Hulzen Asset Management
California
$303K +$240K +1,738 New
SP
1725
Symmetry Partners
Connecticut
$302K +$239K +1,731 New