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Name Holding Trade Value Shares
Change
Change in
Stake
CPG
526
Cornerstone Planning Group
New Jersey
$257K +$252K +2,697 +2,593%
GWAG
527
Garrett Wealth Advisory Group
Texas
$256K +$273K +2,920 New
MIM
528
Moseley Investment Management
Florida
$254K
BFS
529
Bradley Foster & Sargent
Connecticut
$253K
WF
530
Welch & Forbes
Massachusetts
$252K
Lazard Asset Management
531
Lazard Asset Management
New York
$248K +$265K +2,836 New
CG
532
Caprock Group
Idaho
$247K -$824K -8,821 -76%
PFM
533
Patton Fund Management
Texas
$245K
SAM
534
SEB Asset Management
$243K +$259K +2,773 New
AWM
535
Aries Wealth Management
Maine
$243K
AWC
536
Abundance Wealth Counselors
Pennsylvania
$242K +$258K +2,765 New
OCA
537
OpenArc Corporate Advisory
Georgia
$239K +$255K +2,729 New
JAFL
538
Jay A. Fishman Ltd
Michigan
$238K -$14K -150 -5%
EFS
539
Essex Financial Services
Connecticut
$237K +$11.9K +127 +5%
DWP
540
Daymark Wealth Partners
Ohio
$237K +$253K +2,708 New
GCIA
541
Gabelli & Co Investment Advisers
New York
$236K
SRL
542
Scientech Research LLC
New Jersey
$236K +$252K +2,700 New
AWMG
543
ADG Wealth Management Group
Louisiana
$236K
JSW
544
Journey Strategic Wealth
New Jersey
$234K +$23.8K +255 +11%
S
545
SharpePoint
Arizona
$233K +$3.17K +34 +1%
Teacher Retirement System of Texas
546
Teacher Retirement System of Texas
Texas
$232K -$304K -3,254 -55%
AWM
547
Accurate Wealth Management
Florida
$231K +$17.7K +190 +8%
ASN
548
Advisory Services Network
Georgia
$231K +$247K +2,642 New
Vontobel Holding
549
Vontobel Holding
Switzerland
$231K
BCWM
550
Bartlett & Co Wealth Management
Ohio
$230K -$134K -1,440 -36%