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Name Holding Trade Value Shares
Change
Change in
Stake
HJGA
1526
Hardman Johnston Global Advisors
Connecticut
$701K -$11.7K -397 -2%
AWM
1527
AllSquare Wealth Management
New York
$697K
BWM
1528
BigSur Wealth Management
Florida
$696K
CCA
1529
Cobblestone Capital Advisors
New York
$696K +$28.3K +960 +4%
4IG
1530
440 Investment Group
Kansas
$696K +$201K +6,819 +39%
HWP
1531
Hefty Wealth Partners
Indiana
$694K +$639K +21,673 +800%
FPFS
1532
First Personal Financial Services
North Carolina
$693K +$113K +3,846 +19%
DWM
1533
Darwin Wealth Management
Florida
$692K -$65.8K -2,232 -8%
GHA
1534
GW Henssler & Associates
Georgia
$692K +$7.87K +267 +1%
GD
1535
Grandfield & Dodd
New York
$691K -$21.5K -729 -3%
BCM
1536
Boltwood Capital Management
California
$691K -$16.9K -574 -2%
ERIM
1537
Eagle Ridge Investment Management
Connecticut
$690K +$915K +31,041 +125%
IWA
1538
Inspirion Wealth Advisors
Illinois
$687K +$855 +29 +0.1%
CAS
1539
Cue Advisory Services
Arizona
$687K +$30K +1,017 +4%
CIC
1540
Chilton Investment Company
Connecticut
$686K -$278K -9,424 -28%
TSWM
1541
Triangle Securities Wealth Management
North Carolina
$685K -$45.7K -1,551 -6%
MWP
1542
Moller Wealth Partners
$682K
WA
1543
Winfield Associates
Ohio
$680K -$13.6K -463 -2%
Verition Fund Management
1544
Verition Fund Management
Connecticut
$673K -$39K -1,323 -5%
NWM
1545
Northwest Wealth Management
Iowa
$673K +$90.4K +3,068 +15%
KFA
1546
Kelleher Financial Advisors
New York
$672K -$117K -3,972 -14%
EAM
1547
Evanson Asset Management
California
$671K -$56K -1,900 -7%
PFG
1548
Piershale Financial Group
Illinois
$671K
LTI
1549
Laffer Tengler Investments
Tennessee
$668K -$2.21K -75 -0.3%
TIM
1550
Thompson Investment Management
Wisconsin
$666K -$3.92K -133 -0.6%