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Name Holding Trade Value Shares
Change
Change in
Stake
BFA
876
Beaumont Financial Advisors
Massachusetts
$442K +$23.3K +270 +5%
DWM
877
Dopkins Wealth Management
New York
$442K +$492K +5,696 New
SW
878
Simplicity Wealth
New Jersey
$441K -$302K -3,498 -38%
EFS
879
Essex Financial Services
Connecticut
$440K +$37.5K +435 +8%
MA
880
MONECO Advisors
Connecticut
$439K +$76.7K +889 +19%
CBOR
881
Community Bank of Raymore
Missouri
$438K
WHC
882
Wulff, Hansen & Co
California
$435K
BFA
883
Bill Few Associates
Pennsylvania
$434K +$3.71K +43 +0.8%
FCH
884
Freestone Capital Holdings
Washington
$432K +$21K +243 +5%
CIAS
885
CFS Investment Advisory Services
New Jersey
$431K
VIP
886
Vista Investment Partners
Oklahoma
$429K +$8.29K +96 +2%
GFP
887
Gryphon Financial Partners
Ohio
$429K -$97.8K -1,133 -17%
CAG
888
Csenge Advisory Group
Florida
$427K +$80.9K +937 +21%
RSWM
889
Robertson Stephens Wealth Management
California
$425K -$5.96K -69 -1%
MJP
890
Michael J. Puzo
$423K
ZBNA
891
Zions Bancorporation, National Association
Utah
$421K -$226K -2,619 -33%
BCP
892
Berkeley Capital Partners
Georgia
$419K +$19.9K +231 +4%
BF
893
Brucke Financial
Indiana
$419K +$34.9K +404 +8%
EMAM
894
Encompass More Asset Management
California
$416K -$5.44K -63 -1%
CIAS
895
Capital Investment Advisory Services
North Carolina
$416K -$14.2K -165 -3%
KLCM
896
KG&L Capital Management
Louisiana
$415K +$221K +2,558 +92%
PP
897
PFS Partners
New Jersey
$414K +$4.32K +50 +0.9%
NIM
898
Northeast Investment Management
Massachusetts
$411K +$6.47K +75 +1%
FB
899
Fulton Bank
Pennsylvania
$411K +$116K +1,349 +34%
SWA
900
Sax Wealth Advisors
New Jersey
$407K +$34.6K +401 +10%