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Name Holding Trade Value Shares
Change
Change in
Stake
SEIA
1176
Signature Estate & Investment Advisors
California
$5.23M -$713K -1,793 -13%
FWP
1177
Falcon Wealth Planning
California
$5.23M -$405K -1,019 -8%
CNWM
1178
Clay Northam Wealth Management
California
$5.22M -$26.2K -66 -0.5%
ZF
1179
Zhang Financial
Michigan
$5.2M -$23.5K -59 -0.5%
SCM
1180
Schnieders Capital Management
California
$5.2M +$308K +775 +7%
CAM
1181
CenterStar Asset Management
Illinois
$5.19M +$2.22M +5,588 +83%
BIM
1182
Bridges Investment Management
Nebraska
$5.18M +$202K +508 +4%
PCA
1183
Pallas Capital Advisors
Massachusetts
$5.18M +$830K +2,088 +20%
BFG
1184
Berger Financial Group
Minnesota
$5.18M +$66K +166 +1%
WBC
1185
West Branch Capital
Massachusetts
$5.17M +$119K +298 +2%
FMII
1186
Farmers & Merchants Investments Inc
Nebraska
$5.17M +$28.2K +71 +0.6%
APWM
1187
Argonautica Private Wealth Management
Massachusetts
$5.16M -$126K -318 -3%
MWM
1188
Modera Wealth Management
New Jersey
$5.15M -$24.7K -62 -0.5%
WG
1189
Wellington Group
Indiana
$5.15M +$1.15M +2,882 +31%
AWM
1190
Apex Wealth Management
New Hampshire
$5.15M -$62K -156 -1%
DCBT
1191
Dakota Community Bank & Trust
North Dakota
$5.14M -$3.18K -8 -0.1%
SIC
1192
Salem Investment Counselors
North Carolina
$5.1M -$167K -420 -3%
EAN
1193
Excelsior Advisor Network
Colorado
$5.1M +$3.82M +9,608 +381%
DSA
1194
Droms Strauss Advisors
Missouri
$5.09M -$4.38K -11 -0.1%
BZWA
1195
Blue Zone Wealth Advisors
California
$5.09M +$337K +847 +8%
HWM
1196
Hohimer Wealth Management
Washington
$5.08M -$708K -1,781 -13%
DCM
1197
Davidson Capital Management
Texas
$5.07M +$180K +452 +4%
BCP
1198
BSN Capital Partners
United Kingdom
$5.07M -$33.6M -84,469 -87%
SG
1199
Sherry Group
Arkansas
$5.07M +$95.1K +239 +2%
CSIC
1200
Clifford Swan Investment Counsel
California
$5.06M -$41.8K -105 -0.9%