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Name Holding Trade Value Shares
Change
Change in
Stake
REMPR
1876
Roof Eidam Maycock Peralta (REMP)
California
$449K +$92 +4 +0%
SJIM
1877
St. Johns Investment Management
Florida
$448K +$40.9K +1,779 +10%
GWAG
1878
Garrett Wealth Advisory Group
Texas
$445K +$6.74K +293 +2%
EDRIA
1879
Edmonds Duncan Registered Investment Advisors
Kansas
$443K +$1.56K +68 +0.4%
GSWM
1880
Golden State Wealth Management
California
$443K +$430K +18,711 New
BWM
1881
BigSur Wealth Management
Florida
$442K -$305K -13,240 -42%
JWM
1882
Janiczek Wealth Management
Colorado
$441K
TAM
1883
Trillium Asset Management
Massachusetts
$439K -$16.4K -711 -4%
AIM
1884
Advantage Investment Management
Iowa
$439K +$2.02K +88 +0.5%
HHGA
1885
Halbert Hargrove Global Advisors
California
$439K +$42K +1,824 +11%
PHAM
1886
Palisades Hudson Asset Management
Florida
$434K -$111K -4,806 -21%
SWM
1887
Segment Wealth Management
Texas
$434K +$40.3K +1,750 +11%
BA
1888
Birinyi Associates
Connecticut
$433K
EIG
1889
Ellenbecker Investment Group
Wisconsin
$433K +$39.8K +1,730 +10%
GIM
1890
Greylin Investment Management
Virginia
$430K +$6.1K +265 +1%
BRA
1891
Bender Robert & Associates
California
$430K +$8.23K +358 +2%
DI
1892
DFPG Investments
Utah
$429K +$98.6K +4,285 +32%
LFG
1893
LifePlan Financial Group
Ohio
$428K +$6.1K +265 +1%
WA
1894
WP Advisors
California
$428K -$163K -7,078 -28%
LWCFA
1895
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$425K -$4.3K -187 -1%
BBWA
1896
Bell & Brown Wealth Advisors
California
$424K -$322K -13,991 -44%
PAM
1897
Peak Asset Management
Colorado
$424K +$621 +27 +0.2%
PIMG
1898
Patriot Investment Management Group
Tennessee
$424K +$412K +17,926 New
VFPI
1899
Vantage Financial Partners (Illinois)
Illinois
$423K -$14.8K -645 -3%
SWMG
1900
Strategic Wealth Management Group
Maryland
$422K -$8.33K -362 -2%