Name Holding Trade Value Shares
Change
Change in
Stake
FP
1351
Financial Perspectives
Minnesota
$436K +$1.44K +9 +0.3%
MIM
1352
MTM Investment Management
South Carolina
$436K -$345K -2,154 -42%
CT
1353
Cambridge Trust
Massachusetts
$436K -$125K -783 -21%
PWA
1354
Phoenix Wealth Advisors
North Carolina
$434K +$30.6K +191 +7%
TL
1355
Tradewinds LLC
North Carolina
$433K -$99.3K -620 -18%
BAM
1356
Beaumont Asset Management
Texas
$432K – – –
BHA
1357
Beech Hill Advisors
New York
$431K +$48K +300 +12%
IHL
1358
Investment House LLC
California
$430K -$24K -150 -5%
VWA
1359
Visionary Wealth Advisors
Illinois
$429K -$29.3K -183 -6%
BCM
1360
Brown Capital Management
Maryland
$429K – – –
NWM
1361
Northwest Wealth Management
Iowa
$428K +$19.1K +119 +4%
CCP
1362
Clarkston Capital Partners
Michigan
$427K – – –
BWA
1363
Bordeaux Wealth Advisors
California
$427K +$12K +75 +3%
HGERS
1364
Householder Group Estate & Retirement Specialist
Arizona
$426K +$460K +2,872 New
FWCM
1365
Ferguson Wellman Capital Management
Oregon
$425K -$11.2K -70 -2%
ZIC
1366
ZWJ Investment Counsel
Georgia
$423K -$16K -100 -3%
WPW
1367
Waldron Private Wealth
Pennsylvania
$423K +$101K +629 +28%
GWM
1368
Geneos Wealth Management
Colorado
$418K -$762K -4,759 -63%
OIA
1369
Optimum Investment Advisors
Illinois
$418K +$1.6K +10 +0.4%
SF
1370
Summit Financial
New Jersey
$417K +$104K +649 +30%
ACP
1371
Ashfield Capital Partners
California
$417K – – –
MWA
1372
Monograph Wealth Advisors
California
$416K – – –
SMC
1373
Smith, Moore & Co
Missouri
$416K +$26.9K +168 +6%
VAS
1374
Valicenti Advisory Services
New York
$415K – – –
Members Trust
1375
Members Trust
Florida
$413K +$72K +450 +19%