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Name Holding Trade Value Shares
Change
Change in
Stake
OAM
1376
Oak Asset Management
California
$523K -$30K -1,725 -6%
LAM
1377
L2 Asset Management
Massachusetts
$523K +$37.6K +2,165 +9%
CWM
1378
Cahaba Wealth Management
Georgia
$522K +$93.8K +5,392 +25%
RSWM
1379
Robertson Stephens Wealth Management
California
$520K +$72.9K +4,191 +18%
CAS
1380
CTC Alternative Strategies
Illinois
$520K +$473K +27,198 New
CCM
1381
Chilton Capital Management
Texas
$519K -$31.1K -1,787 -6%
LWM
1382
Lakeridge Wealth Management
Ohio
$519K -$8.55K -492 -2%
TIA
1383
Traphagen Investment Advisors
New Jersey
$519K -$79.7K -4,582 -14%
ACI
1384
Alpha Cubed Investments
California
$518K +$2.05K +118 +0.4%
C
1385
CEDRUS
Colorado
$518K +$12.8K +736 +3%
PWM
1386
PBMares Wealth Management
Virginia
$517K +$38.9K +2,235 +9%
CFMC
1387
Curbstone Financial Management Corp
New Hampshire
$517K -$101K -5,812 -18%
AWMG
1388
Alliance Wealth Management Group
New Jersey
$516K +$1.09K +63 +0.2%
DWP
1389
Daymark Wealth Partners
Ohio
$515K +$107K +6,176 +30%
JC
1390
JB Capital
Connecticut
$515K -$15.8K -906 -3%
MHIC
1391
Marble Harbor Investment Counsel
Massachusetts
$515K -$275K -15,800 -37%
GWM
1392
Gitterman Wealth Management
New Jersey
$513K +$33.9K +1,948 +8%
LIA
1393
LS Investment Advisors
Michigan
$513K +$24.2K +1,390 +5%
BCA
1394
Bay Colony Advisors
Massachusetts
$513K +$13.7K +790 +3%
FA
1395
Faithward Advisors
Pennsylvania
$513K +$24.6K +1,413 +6%
FFS
1396
Founders Financial Securities
Maryland
$512K +$466K +26,807 New
EGWAG
1397
Elwood & Goetz Wealth Advisory Group
Georgia
$512K
JSL
1398
JT Stratford LLC
Georgia
$511K -$49.1K -2,824 -10%
BA
1399
Bellwether Advisors
Nebraska
$510K +$464K +26,708 New
WJWM
1400
Williams Jones Wealth Management
New York
$510K -$264K -15,198 -36%