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Name Holding Trade Value Shares
Change
Change in
Stake
QFA
976
Quattro Financial Advisors
Texas
$521K – – –
CSIC
977
Clifford Swan Investment Counsel
California
$521K +$72.3K +618 +14%
JSW
978
Journey Strategic Wealth
New Jersey
$521K +$585K +5,000 New
HSA
979
HBK Sorce Advisory
Pennsylvania
$519K -$656K -5,607 -53%
OPWM
980
Oakwell Private Wealth Management
Texas
$515K +$27.4K +234 +5%
TF
981
Trek Financial
Arizona
$515K +$75.3K +644 +15%
TAIM
982
TD Ameritrade Investment Management
Nebraska
$513K -$25.3K -216 -4%
AIA
983
Armor Investment Advisors
North Carolina
$511K -$205K -1,750 -26%
HCM
984
HMS Capital Management
Tennessee
$511K +$53.4K +457 +10%
BOPW
985
Brandywine Oak Private Wealth
Pennsylvania
$506K -$9.36K -80 -2%
PCM
986
Perritt Capital Management
Illinois
$503K – – –
FANJ
987
Financial Architects (New Jersey)
New Jersey
$500K -$2.22K -19 -0.4%
SC
988
Savant Capital
Illinois
$498K -$39.1K -334 -7%
MWM
989
Mission Wealth Management
California
$498K +$5.5K +47 +1%
WAS
990
WESPAC Advisors SoCal
California
$496K – – –
SIMM
991
Stillwater Investment Management (Minnesota)
Minnesota
$493K +$1.52K +13 +0.3%
MPPW
992
Mitchell & Pahl Private Wealth
Oklahoma
$493K +$75.4K +645 +16%
BFA
993
BMS Financial Advisors
South Dakota
$492K -$203K -1,735 -27%
UCB
994
United Community Bank
South Carolina
$486K +$4.09K +35 +0.8%
SF
995
Symphony Financial
Texas
$486K +$585 +5 +0.1%
KMWM
996
Keudell/Morrison Wealth Management
Oregon
$483K +$5.5K +47 +1%
PGA
997
Portland Global Advisors
Maine
$482K -$32.9K -281 -6%
PWP
998
Principle Wealth Partners
Connecticut
$476K +$117 +1 +0%
Boston Partners
999
Boston Partners
Massachusetts
$474K -$2.02M -17,291 -34%
PP
1000
Paloma Partners
Connecticut
$474K +$532K +4,551 New