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Name Holding Trade Value Shares
Change
Change in
Stake
TCPWM
1751
Traverso Chambers Private Wealth Management
California
$747K +$43.6K +978 +5%
CFD
1752
Creative Financial Designs
Indiana
$746K -$21.7K -487 -2%
GIP
1753
Greatmark Investment Partners
Georgia
$746K +$26.1K +585 +3%
LWCFA
1754
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$744K -$12.9K -290 -1%
BHIA
1755
Birch Hill Investment Advisors
Massachusetts
$743K -$57.9K -1,300 -6%
FHC
1756
First Heartland Consultants
Missouri
$743K +$47.3K +1,061 +6%
CCWA
1757
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$742K -$3.65K -82 -0.4%
SWM
1758
Sugarloaf Wealth Management
Georgia
$742K +$49.1K +1,102 +6%
MCM
1759
Mork Capital Management
California
$741K
GC
1760
Gilbert & Cook
Iowa
$741K +$25.1K +564 +3%
AGP
1761
Autumn Glory Partners
Texas
$740K -$313K -7,025 -26%
LD
1762
Lipe & Dalton
New York
$739K -$19.2K -431 -2%
FSCM
1763
Front Street Capital Management
Montana
$738K +$13.1K +294 +2%
CA
1764
Carson Advisory
Georgia
$737K +$71.1K +1,597 +9%
HKAM
1765
Horizon Kinetics Asset Management
New York
$735K -$88.9K -1,997 -9%
HT
1766
HighTower Trust
Texas
$735K +$862K +19,362 New
SFS
1767
Solitude Financial Services
Virginia
$734K +$307K +6,899 +56%
IHL
1768
Investment House LLC
California
$733K -$63.5K -1,425 -7%
WA
1769
Waddell & Associates
Tennessee
$733K -$12.6K -283 -1%
VCS
1770
Vaughan & Co Securities
New Jersey
$733K +$238K +5,351 +38%
AIC
1771
Archer Investment Corporation
Indiana
$732K -$185K -4,147 -18%
P
1772
Pitcairn
Pennsylvania
$732K +$31.5K +708 +4%
PWPS
1773
Pinnacle Wealth Planning Services
Ohio
$730K -$320K -7,187 -27%
MMM
1774
Mendel Money Management
Illinois
$730K +$159K +3,576 +23%
IIL
1775
Insight Inv LLC
California
$728K -$34.2K -768 -4%