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Name Holding Trade Value Shares
Change
Change in
Stake
EHC
1301
Everett Harris & Co
California
$688K -$179 -9 -0%
BIP
1302
Blueprint Investment Partners
North Carolina
$684K -$73.2K -3,679 -11%
PP
1303
Paloma Partners
Connecticut
$683K +$293K +14,738 +90%
BFG
1304
Berger Financial Group
Minnesota
$682K -$43.8K -2,201 -7%
BFS
1305
Bradley Foster & Sargent
Connecticut
$682K -$2.11K -106 -0.3%
LI
1306
LRI Investments
Florida
$678K +$112K +5,646 +23%
SW
1307
SkyOak Wealth
Michigan
$675K -$298 -15 -0%
DFA
1308
Delta Financial Advisors
Louisiana
$673K +$133K +6,681 +28%
NRS
1309
Neville Rodie & Shaw
New York
$671K -$90.7K -4,560 -13%
FB
1310
First Bancorp
Maine
$671K -$74.3K -3,733 -11%
ANBT
1311
American National Bank & Trust
Texas
$670K -$186K -9,346 -23%
RWA
1312
Redhawk Wealth Advisors
Minnesota
$668K +$106K +5,320 +21%
TT
1313
TI-Trust
Illinois
$668K -$19.9K -998 -3%
CG
1314
CFO4Life Group
Texas
$667K +$15.4K +774 +3%
GAG
1315
GM Advisory Group
New York
$666K -$812K -40,826 -57%
ASFA
1316
All Season Financial Advisors
Colorado
$664K -$212K -10,641 -26%
4WM
1317
44 Wealth Management
Oregon
$661K +$585K +29,411 New
AGP
1318
Autumn Glory Partners
Texas
$660K
CII
1319
Capital International Inc
California
$659K +$596K +29,962 New
LGWM
1320
Litman Gregory Wealth Management
California
$655K -$393K -19,750 -40%
CCWM
1321
Cassaday & Co Wealth Management
Virginia
$653K -$169K -8,495 -22%
AC
1322
Apella Capital
Connecticut
$651K +$101K +5,061 +21%
WAL
1323
W Advisors LLC
Tennessee
$651K +$4.92K +247 +0.8%
NEWAS
1324
N.E.W. Advisory Services
Wisconsin
$650K -$9.85K -495 -2%
MYIA
1325
Mount Yale Investment Advisors
Colorado
$649K -$24.9K -1,252 -4%