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Name Holding Trade Value Shares
Change
Change in
Stake
AIM
2076
Alhambra Investment Management
Florida
$311K
GIM
2077
Grassi Investment Management
California
$311K +$11.2K +54 +4%
MW
2078
MBL Wealth
North Carolina
$310K +$265K +1,277 New
MWM
2079
Modera Wealth Management
New Jersey
$310K +$274K +1,322 New
NWA
2080
New World Advisors
Massachusetts
$309K
CFA
2081
CWS Financial Advisors
Michigan
$309K +$3.52K +17 +1%
KCM
2082
Kathmere Capital Management
Pennsylvania
$309K +$13.3K +64 +5%
IWA
2083
Intercontinental Wealth Advisors
Texas
$308K +$10.8K +52 +4%
AAMA
2084
Advanced Asset Management Advisors
Ohio
$307K
OCM
2085
Orleans Capital Management
Louisiana
$307K +$271K +1,310 New
Financial Engines Advisors
2086
Financial Engines Advisors
California
$307K +$272K +1,312 New
WDC
2087
Woodward Diversified Capital
California
$307K +$272K +1,312 New
FHC
2088
First Heartland Consultants
Missouri
$306K -$422K -2,037 -61%
FC
2089
Financial Consulate
Maryland
$306K +$34K +164 +14%
BCM
2090
Breiter Capital Management
Florida
$305K +$46.8K +226 +21%
CIM
2091
Confluence Investment Management
Missouri
$304K -$166K -800 -38%
LWAM
2092
Legacy Wealth Asset Management
Minnesota
$304K +$269K +1,300 New
CCB
2093
Cutter & Co Brokerage
Missouri
$303K +$39.4K +190 +17%
TF
2094
Trek Financial
Arizona
$302K -$426K -2,057 -61%
FG
2095
Fiduciary Group
Georgia
$302K +$219K +1,059 New
CT
2096
Columbia Trust
Oregon
$302K +$268K +1,292 New
APG
2097
Abacus Planning Group
South Carolina
$301K
KCM
2098
Karp Capital Management
California
$301K +$40.6K +196 +18%
1WM
2099
1900 Wealth Management
Texas
$301K +$266K +1,284 New
SRC
2100
Sage Rhino Capital
California
$300K -$13.9K -67 -5%