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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1651
Adams Wealth Management
Utah
$710K +$17.3K +776 +2%
PPG
1652
Peak Planning Group
Colorado
$708K +$735K +32,882 New
Financial Engines Advisors
1653
Financial Engines Advisors
California
$708K -$54.6K -2,441 -7%
MAM
1654
Madison Asset Management
Wisconsin
$708K +$735K +32,874 New
SIA
1655
Strategic Investment Advisors
Michigan
$705K -$97.6K -4,369 -12%
PSC
1656
Prentiss Smith & Co
Vermont
$703K +$12.4K +556 +2%
FRA
1657
Front Row Advisors
California
$702K -$54.5K -2,437 -7%
PA
1658
PSI Advisors
Florida
$701K +$64.7K +2,897 +10%
MMHP
1659
Murphy Middleton Hinkle & Parker
Georgia
$700K +$2.44K +109 +0.3%
BWA
1660
Beam Wealth Advisors
Louisiana
$700K +$257K +11,491 +55%
MCM
1661
Maple Capital Management
Vermont
$697K -$102K -4,568 -13%
T
1662
TOBAM
France
$697K +$723K +32,348 New
P
1663
&Partners
Tennessee
$696K +$147K +6,576 +26%
PG
1664
Proffitt & Goodson
Tennessee
$695K -$23K -1,028 -3%
SPI
1665
Santori & Peters Inc
Pennsylvania
$695K +$325K +14,556 +82%
WA
1666
WESPAC Advisors
California
$693K +$65.3K +2,920 +10%
CICI
1667
Capital Investment Counsel Inc
North Carolina
$691K +$98.4K +4,402 +16%
EIP
1668
Ellis Investment Partners
Pennsylvania
$687K -$25.8K -1,153 -3%
EA
1669
Ellsworth Advisors
Ohio
$687K -$1.39K -62 -0.2%
IAP
1670
Indie Asset Partners
Indiana
$687K +$40.2K +1,797 +6%
HGWM
1671
Horst & Graben Wealth Management
Oregon
$686K +$6.82K +305 +1%
FAM
1672
Formidable Asset Management
Ohio
$686K +$14K +628 +2%
CFD
1673
Creative Financial Designs
Indiana
$684K +$231K +10,358 +48%
WA
1674
Waverly Advisors
Alabama
$682K +$59.2K +2,649 +9%
PL
1675
Parthenon LLC
Kentucky
$680K -$1.76K -79 -0.2%