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Name Holding Trade Value Shares
Change
Change in
Stake
HWP
1526
Hefty Wealth Partners
Indiana
$722K +$1.08K +38 +0.2%
OAM
1527
Occidental Asset Management
California
$722K +$30.9K +1,087 +5%
CCA
1528
Cobblestone Capital Advisors
New York
$720K -$2.56K -90 -0.4%
FNT
1529
First Nebraska Trust
Nebraska
$719K -$26.7K -939 -4%
FPFS
1530
First Personal Financial Services
North Carolina
$719K
BCM
1531
Boltwood Capital Management
California
$717K
MIP
1532
Marietta Investment Partners
Wisconsin
$716K +$35.2K +1,241 +5%
DWM
1533
Darwin Wealth Management
Florida
$711K -$6.5K -229 -0.9%
PCM
1534
Penserra Capital Management
California
$709K +$272K +9,591 +66%
BWM
1535
BigSur Wealth Management
Florida
$708K
MWP
1536
Moller Wealth Partners
$708K
KP
1537
Keel Point
Alabama
$704K -$82.6K -2,910 -11%
MIH
1538
Madison Investment Holdings
Wisconsin
$700K +$311K +10,952 +86%
WA1
1539
Wimmer Associates 1
California
$699K -$117K -4,135 -15%
KFA
1540
Kelleher Financial Advisors
New York
$698K
HRC
1541
Hoertkorn Richard Charles
$697K -$156K -5,495 -19%
HJGA
1542
Hardman Johnston Global Advisors
Connecticut
$697K -$30.1K -1,059 -4%
IIC
1543
Integrated Investment Consultants
Michigan
$697K +$7.75K +273 +1%
FAM
1544
Formidable Asset Management
Ohio
$697K +$38.7K +1,363 +6%
LTI
1545
Laffer Tengler Investments
Tennessee
$695K +$766 +27 +0.1%
ITIM
1546
Indiana Trust & Investment Management
Indiana
$694K -$82.4K -2,902 -11%
IWA
1547
Inspirion Wealth Advisors
Illinois
$694K -$18.8K -662 -3%
WA
1548
Winfield Associates
Ohio
$691K -$13.5K -477 -2%
AWM
1549
Affinity Wealth Management
Delaware
$688K -$1.9K -67 -0.3%
KLWA
1550
Kelly Lawrence W & Associates
California
$688K