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Name Holding Trade Value Shares
Change
Change in
Stake
BAM
1701
Barrett Asset Management
New York
$484K -$370K -19,783 -43%
LWANC
1702
Laurel Wealth Advisors (North Carolina)
North Carolina
$484K -$209K -11,195 -30%
FFA
1703
Fragasso Financial Advisors
Pennsylvania
$482K +$122K +6,503 +33%
RDWM
1704
Red Door Wealth Management
Tennessee
$481K -$363K -19,432 -43%
TNA
1705
True North Advisors
Texas
$480K -$636K -34,021 -57%
WIP
1706
WealthCare Investment Partners
Rhode Island
$479K +$481K +25,758 New
RPCONE
1707
Retirement Planning Company of New England
Rhode Island
$479K +$482K +25,809 New
PIMG
1708
Patriot Investment Management Group
Tennessee
$478K -$45.2K -2,419 -9%
CAM
1709
Claret Asset Management
Quebec, Canada
$478K -$2.11K -113 -0.4%
AIP
1710
Ahrens Investment Partners
Louisiana
$478K +$83.2K +4,453 +21%
MIA
1711
MMBG Investment Advisors
Florida
$477K +$480K +25,666 New
FFA
1712
First Foundation Advisors
California
$475K -$991K -53,005 -67%
WA
1713
WBH Advisory
Maryland
$474K +$9.55K +511 +2%
TWP
1714
Tower Wealth Partners
Pennsylvania
$472K
WA
1715
Winfield Associates
Ohio
$471K +$40.2K +2,152 +9%
TWM
1716
Tradition Wealth Management
Minnesota
$470K -$56.8K -3,037 -11%
CWA
1717
Clearview Wealth Advisors
Oregon
$470K -$2.67K -143 -0.6%
KLWA
1718
Kelly Lawrence W & Associates
California
$469K -$123K -6,595 -21%
ACS
1719
Archford Capital Strategies
Illinois
$469K -$56K -2,995 -11%
KOC
1720
Koss-Olinger Consulting
Florida
$469K -$44.2K -2,363 -9%
MSR
1721
Main Street Research
Connecticut
$468K -$78.5K -4,197 -14%
BFA
1722
Beaumont Financial Advisors
Massachusetts
$467K -$105K -5,600 -18%
TF
1723
TimeScale Financial
Massachusetts
$467K -$77.4K -4,143 -14%
MMHP
1724
Murphy Middleton Hinkle & Parker
Georgia
$467K -$6.26K -335 -1%
RMAM
1725
Raab & Moskowitz Asset Management
New Jersey
$467K +$1.76K +94 +0.4%