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Name Holding Trade Value Shares
Change
Change in
Stake
ZB
1476
Zions Bancorporation
Utah
$1.23M +$205K +612 +21%
TI
1477
Truepoint Inc
Ohio
$1.22M +$121K +360 +12%
LAM
1478
L2 Asset Management
Massachusetts
$1.22M +$1.16M +3,459 New
CCT
1479
Country Club Trust
Missouri
$1.22M +$33.2K +99 +3%
TCOT
1480
Trust Company of Toledo
Ohio
$1.21M +$203K +606 +21%
WI
1481
WrapManager Inc
California
$1.21M +$32.2K +96 +3%
PWSG
1482
Pacific Wealth Strategies Group
California
$1.21M -$108K -321 -9%
CFFP
1483
Center for Financial Planning
Michigan
$1.21M
AAS
1484
Annex Advisory Services
Wisconsin
$1.21M +$42.3K +126 +4%
AWM
1485
Act Wealth Management
Texas
$1.21M +$201K +600 +21%
HIM
1486
Hillsdale Investment Management
Ontario, Canada
$1.21M +$802K +2,391 +232%
DI
1487
DFPG Investments
Utah
$1.2M +$93.6K +279 +8%
FWM
1488
Finer Wealth Management
Massachusetts
$1.2M +$1.14M +3,411 New
AA
1489
Ancora Advisors
Ohio
$1.19M -$2.01K -6 -0.2%
Financial Engines Advisors
1490
Financial Engines Advisors
California
$1.19M -$193K -576 -15%
CPC
1491
Consolidated Planning Corp
Georgia
$1.19M +$249K +741 +28%
GBA
1492
Garrison Bradford & Associates
New York
$1.19M
SFS
1493
Searcy Financial Services
Kansas
$1.19M -$15.1K -45 -1%
AIM
1494
Acropolis Investment Management
Missouri
$1.18M +$31.2K +93 +3%
WWP
1495
Waypoint Wealth Partners
California
$1.18M +$113K +336 +11%
KFP
1496
KMG Fiduciary Partners
Ohio
$1.17M +$27.2K +81 +2%
BA
1497
Bridge Advisory
California
$1.17M +$324K +966 +41%
HFS
1498
Hantz Financial Services
Michigan
$1.17M +$63.4K +189 +6%
HWM
1499
Horizon Wealth Management
Illinois
$1.17M +$1.12M +3,330 New
BCP
1500
Blackhawk Capital Partners
Wisconsin
$1.17M -$154K -459 -12%