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Name Holding Trade Value Shares
Change
Change in
Stake
HWA
1351
Heritage Wealth Advisors
Virginia
$835K -$12.7K -137 -1%
CST
1352
Charles Schwab Trust
Nevada
$835K -$5.02K -54 -0.6%
VCA
1353
Verdence Capital Advisors
Maryland
$834K +$29.6K +318 +4%
NG
1354
Norden Group
Utah
$833K -$42.1K -453 -5%
ACM
1355
Aljian Capital Management
Nevada
$827K -$305K -3,284 -27%
IAS
1356
Insigneo Advisory Services
Florida
$826K +$20.6K +221 +3%
DAM
1357
Doheny Asset Management
California
$821K -$93K -1,000 -10%
MCM
1358
Manchester Capital Management
Vermont
$820K -$45.3K -487 -5%
CCA
1359
Cravens & Co Advisors
Tennessee
$817K +$10K +108 +1%
EB
1360
Emprise Bank
Kansas
$816K +$831K +8,930 New
TCM
1361
Tradewinds Capital Management
Washington
$816K +$2.42K +26 +0.3%
ME
1362
McIlrath & Eck
Washington
$812K +$7.81K +84 +1%
SAW
1363
Signal Advisors Wealth
Michigan
$809K -$33.2K -357 -4%
LFP
1364
Leeward Financial Partners
Washington
$809K -$741K -7,967 -47%
KMWM
1365
Keudell/Morrison Wealth Management
Oregon
$804K -$14K -150 -2%
WC
1366
Wynn Capital
Georgia
$800K -$1.86K -20 -0.2%
MLL
1367
Moody Lynn & Lieberson
Massachusetts
$798K
PAM
1368
Palisade Asset Management
Minnesota
$797K -$164K -1,760 -17%
FTWA
1369
Fifth Third Wealth Advisors
Ohio
$795K +$244K +2,622 +43%
BFO
1370
Boston Family Office
Massachusetts
$795K +$12K +129 +2%
SIM
1371
Studio Investment Management
Illinois
$793K +$52K +559 +7%
SIA
1372
Schechter Investment Advisors
Michigan
$792K -$198K -2,129 -20%
TFS
1373
Thoroughbred Financial Services
Tennessee
$792K -$715K -7,688 -47%
AO
1374
Advisor OS
Illinois
$789K +$335K +3,604 +72%
CUAMC
1375
China Universal Asset Management Company
China
$786K -$304K -3,272 -28%