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Name Holding Trade Value Shares
Change
Change in
Stake
GWANC
1151
Guardian Wealth Advisors (North Carolina)
North Carolina
$672K -$43.1K -262 -6%
RSWM
1152
Robertson Stephens Wealth Management
California
$670K -$38.1K -232 -5%
PCM
1153
Poehling Capital Management
Wisconsin
$669K -$70.5K -429 -10%
EWA
1154
Encompass Wealth Advisors
Oregon
$667K
PWP
1155
Phillips Wealth Planners
Mississippi
$665K +$696K +4,235 New
SLT
1156
St Louis Trust
Missouri
$663K
GLA
1157
Good Life Advisors
Pennsylvania
$660K +$77.3K +470 +13%
AWM
1158
Aberdeen Wealth Management
Illinois
$656K
GPI
1159
General Partner Inc
Pennsylvania
$656K
FNBOH
1160
First National Bank of Hutchinson
Kansas
$651K +$27.8K +169 +4%
GAA
1161
Global Assets Advisory
Florida
$650K
BOH
1162
Bank of Hawaii
Hawaii
$649K +$7.56K +46 +1%
First Manhattan
1163
First Manhattan
New York
$645K -$11.2K -68 -2%
RPCONE
1164
Retirement Planning Company of New England
Rhode Island
$645K +$14.5K +88 +2%
GWAM
1165
Guardian Wealth Advisors (Minnesota)
Minnesota
$642K +$39.5K +240 +7%
SFI
1166
Siemens Fonds Invest
Germany
$641K +$28.1K +171 +5%
LWM
1167
Laidlaw Wealth Management
New York
$640K
PG
1168
Proffitt & Goodson
Tennessee
$638K -$2.96K -18 -0.5%
TF
1169
Tompkins Financial
New York
$636K +$123K +750 +24%
MAM
1170
Mystic Asset Management
Rhode Island
$635K +$21.7K +132 +4%
LWM
1171
Liberty Wealth Management
California
$634K +$643K +3,910 New
PIM
1172
Profit Investment Management
Maryland
$634K -$28.4K -173 -4%
MHS
1173
M Holdings Securities
Oregon
$633K -$16.8K -102 -3%
OWP
1174
Obermeyer Wealth Partners
Colorado
$632K
Capstone Investment Advisors
1175
Capstone Investment Advisors
New York
$631K -$275K -1,674 -31%