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Name Holding Trade Value Shares
Change
Change in
Stake
OPWM
851
Oxinas Partners Wealth Management
Indiana
$503K +$139K +950 +35%
BCA
852
Bay Colony Advisors
Massachusetts
$497K -$55.5K -380 -10%
GT
853
Greenleaf Trust
Michigan
$496K -$17.5K -120 -3%
MWA
854
Moser Wealth Advisors
Washington
$496K +$8.77K +60 +2%
JIC
855
Johnson Investment Counsel
Ohio
$493K -$5.84K -40 -1%
CCG
856
Cypress Capital Group
Florida
$492K +$522K +3,570 New
NP
857
NorthRock Partners
Minnesota
$491K +$78.9K +540 +18%
BCM
858
BTC Capital Management
Iowa
$490K +$145K +990 +39%
WWM
859
Wolff Wiese Magana
California
$489K +$36.5K +250 +8%
VHAM
860
Van Hulzen Asset Management
California
$486K -$21.9K -150 -4%
QCM
861
Quest Capital Management
Texas
$485K -$68.7K -470 -12%
DCM
862
Donaldson Capital Management
Indiana
$484K
WKSWA
863
White Knight Strategic Wealth Advisors
New Jersey
$483K +$513K +3,510 New
NRI
864
NFP Retirement Inc
California
$482K
BC
865
Burney Company
Virginia
$481K
JWM
866
JGP Wealth Management
Oregon
$480K +$5.84K +40 +1%
SB
867
Strategic Blueprint
Georgia
$475K +$129K +880 +34%
CIA
868
Capital Investment Advisors
Georgia
$474K +$51.1K +350 +11%
SWA
869
SFMG Wealth Advisors
Texas
$470K -$97.9K -670 -16%
BFS
870
Baskin Financial Services
Ontario, Canada
$468K
KNW
871
Kesler Norman & Wride
Utah
$468K +$19K +130 +4%
WWM
872
Western Wealth Management
Colorado
$467K +$492K +3,370 New
ST
873
Sentinel Trust
Texas
$466K +$494K +3,380 New
KFP
874
KB Financial Partners
New Jersey
$463K +$193K +1,320 +65%
Vanguard Capital Wealth Advisors
875
Vanguard Capital Wealth Advisors
Colorado
$461K