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Name Holding Trade Value Shares
Change
Change in
Stake
WT
851
Whittier Trust
California
$288K
RhumbLine Advisers
852
RhumbLine Advisers
Massachusetts
$287K -$78.4K -1,182 -21%
WAG
853
Winthrop Advisory Group
Massachusetts
$286K -$30.5K -460 -10%
KWA
854
Kingswood Wealth Advisors
California
$285K +$67.7K +1,020 +31%
ME
855
McIlrath & Eck
Washington
$285K -$25.2K -380 -8%
CI
856
Ceera Investments
Texas
$282K
CCA
857
Checchi Capital Advisers
California
$282K +$5.57K +84 +2%
NWA
858
New World Advisors
Massachusetts
$280K +$281K +4,238 New
FFA
859
Fortune Financial Advisors
Kansas
$279K
GWANC
860
Guardian Wealth Advisors (North Carolina)
North Carolina
$276K +$16.6K +250 +6%
FFM
861
Forum Financial Management
Illinois
$274K +$22.9K +345 +9%
SFCL
862
Strengthening Families & Communities LLC
Massachusetts
$274K +$196K +2,950 +248%
EWM
863
Evercore Wealth Management
New York
$273K -$149K -2,250 -35%
TCWM
864
Total Clarity Wealth Management
Illinois
$273K +$52.4K +790 +24%
TPWA
865
Twin Peaks Wealth Advisors
California
$273K -$2.72K -41 -1%
SAM
866
Secure Asset Management
Michigan
$272K +$13.7K +207 +5%
HGWM
867
Horst & Graben Wealth Management
Oregon
$272K +$83.2K +1,255 +44%
SIM
868
SRS Investment Management
New York
$269K
BWP
869
Barlow Wealth Partners
Kentucky
$267K -$108K -1,625 -27%
VCM
870
Virtue Capital Management
Tennessee
$265K -$4.97K -75 -2%
DA
871
DCF Advisers
Connecticut
$264K +$265K +4,000 New
PTP
872
Platform Technology Partners
New York
$263K +$265K +3,988 New
IAP
873
Indie Asset Partners
Indiana
$263K +$1.66K +25 +0.6%
RFC
874
Regions Financial Corp
Alabama
$262K -$4.05K -61 -2%
TSWM
875
Tyler-Stone Wealth Management
Ohio
$262K +$3.32K +50 +1%