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Name Holding Trade Value Shares
Change
Change in
Stake
BW
1201
Blalock Williams
Alabama
$446K +$12.6K +51 +3%
WA
1202
WESPAC Advisors
California
$445K +$42.2K +171 +11%
CC
1203
Chicago Capital
Illinois
$444K +$410K +1,664 New
WDA
1204
Wendell David Associates
New Hampshire
$441K
CWP
1205
Cyndeo Wealth Partners
Florida
$441K +$14.3K +58 +4%
I
1206
InceptionR
California
$440K +$76.2K +309 +23%
OWA
1207
One Wealth Advisors
California
$438K -$360K -1,459 -47%
PSP
1208
Pacific Sage Partners
Washington
$437K
CAG
1209
Crestwood Advisors Group
Massachusetts
$436K +$178K +724 +79%
HBW
1210
Hazlett, Burt & Watson
West Virginia
$434K +$29.6K +120 +8%
QFA
1211
Quantum Financial Advisors
California
$434K
FCI
1212
Financial Counselors Inc
Kansas
$433K +$115K +466 +40%
NCM
1213
Narwhal Capital Management
Georgia
$431K -$503K -2,041 -56%
RIP
1214
RAM Investment Partners
Washington
$430K -$19.5K -79 -5%
PWMAG
1215
Pinnacle Wealth Management Advisory Group
New Jersey
$429K -$6.9K -28 -2%
Fisher Asset Management
1216
Fisher Asset Management
Washington
$427K +$17.7K +72 +5%
WLPWM
1217
Walled Lake Planning & Wealth Management
Illinois
$427K -$57.4K -233 -13%
YLHM
1218
Yelin Lapidot Holdings Management
Israel
$422K -$7.39K -30 -2%
PCI
1219
Planning Center Inc
Illinois
$422K
JFGIW
1220
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$422K +$199K +807 +104%
B
1221
Bellecapital
Switzerland
$422K
FCMA
1222
Foresight Capital Management Advisors
Michigan
$421K +$22.9K +93 +6%
EWA
1223
Exencial Wealth Advisors
Oklahoma
$419K -$493 -2 -0.1%
PFBT
1224
Parkside Financial Bank & Trust
Missouri
$418K +$32.5K +132 +9%
CIA
1225
Choate Investment Advisors
Massachusetts
$418K +$29.6K +120 +8%