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Name Holding Trade Value Shares
Change
Change in
Stake
CFA
1351
CWS Financial Advisors
Michigan
$804K -$33.6K -324 -4%
PFS
1352
Physicians Financial Services
North Carolina
$804K – – –
XF
1353
XML Financial
Maryland
$800K +$154K +1,486 +23%
EWA
1354
Encompass Wealth Advisors
Oregon
$799K – – –
FCA
1355
FLC Capital Advisors
California
$799K -$25.8K -249 -3%
KC
1356
Knuff & Co
California
$798K – – –
Curi RMB Capital
1357
Curi RMB Capital
Illinois
$796K +$184K +1,772 +28%
DL
1358
DOHJ LLC
Washington
$790K -$22.9K -221 -3%
SWM
1359
Salvus Wealth Management
New Jersey
$789K -$44K -424 -5%
JAFL
1360
Jay A. Fishman Ltd
Michigan
$787K -$166K -1,600 -17%
MIM
1361
Moseley Investment Management
Florida
$786K +$35.9K +346 +5%
RIA
1362
Regal Investment Advisors
Michigan
$784K +$166K +1,603 +25%
MC
1363
Matisse Capital
Oregon
$783K +$9.86K +95 +1%
Horizon Investments
1364
Horizon Investments
North Carolina
$782K +$188K +1,814 +30%
GLA
1365
Good Life Advisors
Pennsylvania
$781K -$3.74K -36 -0.5%
SP
1366
Symmetry Partners
Connecticut
$777K -$235K -2,262 -22%
CF
1367
Centaurus Financial
California
$774K -$378K -3,640 -32%
RPCONE
1368
Retirement Planning Company of New England
Rhode Island
$772K -$13.2K -127 -2%
IPAM
1369
ICICI Prudential Asset Management
India
$772K +$45.1K +435 +6%
FFWA
1370
FRG Family Wealth Advisors
Washington
$771K +$22.2K +214 +3%
IAIM
1371
International Assets Investment Management
Florida
$770K +$1.63M +15,689 New
PFGIA
1372
Patriot Financial Group Insurance Agency
Massachusetts
$769K +$62.2K +599 +8%
CFP
1373
Catalyst Financial Partners
Massachusetts
$766K +$149K +1,438 +23%
PT
1374
Plimoth Trust
Massachusetts
$765K -$87.2K -840 -10%
SFS
1375
Stiles Financial Services
Minnesota
$764K -$44.9K -433 -5%