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Name Holding Trade Value Shares
Change
Change in
Stake
JBA
1801
Johnson Bixby & Associates
Washington
$800K +$23.4K +75 +3%
HGWM
1802
Horst & Graben Wealth Management
Oregon
$799K +$17.8K +57 +3%
CC
1803
Cornerstone Capital
California
$797K
EA
1804
Echo45 Advisors
California
$796K -$43.9K -141 -6%
WC
1805
Weil Company
California
$794K -$664K -2,133 -49%
RCS
1806
Retirement Capital Strategies
California
$794K
BCA
1807
Bray Capital Advisors
Florida
$794K +$109K +351 +19%
BFIC
1808
Bedell Frazier Investment Counselling
California
$792K -$18.7K -60 -3%
REMPR
1809
Roof Eidam Maycock Peralta (REMP)
California
$792K -$18.7K -60 -3%
FMC
1810
First Merchants Corp
Indiana
$792K
HWM
1811
Holloway Wealth Management
Florida
$791K
SCI
1812
Stableford Capital II
Arizona
$791K +$934 +3 +0.1%
BEW
1813
Burton Enright Welch
California
$790K +$14K +45 +2%
CCM
1814
Chiron Capital Management
Florida
$789K -$9.34K -30 -1%
SWM
1815
Soundmark Wealth Management
Washington
$787K -$8.41K -27 -1%
GM
1816
GeoWealth Management
Illinois
$785K -$678K -2,178 -50%
JLBC
1817
J.L. Bainbridge & Co
Florida
$784K +$2.8K +9 +0.4%
BWM
1818
Boyd Wealth Management
California
$781K
NJBEST
1819
New Jersey Better Educational Savings Trust
New Jersey
$781K
WTA
1820
Washington Trust Advisors
Massachusetts
$781K +$389K +1,248 +135%
SAM
1821
Simplify Asset Management
Nevada
$779K -$165K -531 -20%
LIM
1822
Leavell Investment Management
Alabama
$779K +$2.8K +9 +0.4%
YIA
1823
YHB Investment Advisors
Connecticut
$778K +$14.9K +48 +2%
AFS
1824
Axiom Financial Strategies
Indiana
$777K +$75.7K +243 +10%
FAG
1825
Fortitude Advisory Group
Washington
$776K -$14.9K -48 -2%