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Name Holding Trade Value Shares
Change
Change in
Stake
PWM
1401
PBMares Wealth Management
Virginia
$851K +$56.8K +2,000 +7%
MWM
1402
Mattern Wealth Management
Kansas
$850K
BA
1403
Bridgewater Advisors
New York
$850K -$27.6K -973 -3%
CA
1404
Claro Advisors
Massachusetts
$848K +$511 +18 +0.1%
AGP
1405
Autumn Glory Partners
Texas
$847K
RIS
1406
Richmond Investment Services
Wisconsin
$846K +$11.4K +401 +1%
SP
1407
Symmetry Partners
Connecticut
$845K +$39.1K +1,377 +5%
SFS
1408
Solitude Financial Services
Virginia
$844K -$9.37K -330 -1%
TT
1409
TI-Trust
Illinois
$841K -$3.86K -136 -0.5%
GM
1410
GeoWealth Management
Illinois
$840K -$56.7K -1,995 -6%
UIM
1411
Unified Investment Management
Georgia
$838K -$8.32K -293 -1%
VFM
1412
Vision Financial Markets
Connecticut
$836K +$57 +2 +0%
MIM
1413
Marco Investment Management
Georgia
$836K -$11K -389 -1%
Financial Engines Advisors
1414
Financial Engines Advisors
California
$833K -$147K -5,171 -15%
GFP
1415
Gryphon Financial Partners
Ohio
$832K -$10.8K -380 -1%
WAL
1416
W Advisors LLC
Tennessee
$832K -$5.28K -186 -0.6%
OWA
1417
Opal Wealth Advisors
New York
$827K +$49.7K +1,751 +6%
BST
1418
Bath Savings Trust
Maine
$827K -$7.67K -270 -0.9%
VAG
1419
VisionPoint Advisory Group
Texas
$827K +$20.8K +733 +3%
CCA
1420
Childress Capital Advisors
Texas
$827K +$105K +3,694 +14%
CAWM
1421
Capital Advisors Wealth Management
Washington
$826K +$191K +6,720 +30%
HPM
1422
Hudson Portfolio Management
New York
$826K -$4.66K -164 -0.6%
TCM
1423
Towercrest Capital Management
Pennsylvania
$824K +$43.4K +1,528 +6%
AWMG
1424
Alliance Wealth Management Group
New Jersey
$824K +$43.4K +1,528 +6%
OPTFSNA
1425
Old Point Trust & Financial Services N A
Virginia
$824K -$1.07M -37,672 -56%