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Name Holding Trade Value Shares
Change
Change in
Stake
AFG
1801
Albion Financial Group
Utah
$710K +$27.5K +659 +4%
CS
1802
Capital Square
Tennessee
$709K -$64.6K -1,549 -9%
PWLP
1803
Prio Wealth Limited Partnership
Massachusetts
$709K -$41K -983 -6%
CWP
1804
CFM Wealth Partners
Texas
$706K -$21.3K -511 -3%
AIA
1805
Alera Investment Advisors
Illinois
$704K +$41K +982 +7%
MCM
1806
Manchester Capital Management
Vermont
$704K +$222K +5,312 +51%
AFAS
1807
Acorn Financial Advisory Services
Virginia
$704K -$91.7K -2,196 -12%
RCM
1808
RB Capital Management
Nevada
$703K -$59.4K -1,424 -8%
EFG
1809
Everhart Financial Group
Ohio
$702K +$253K +6,067 +63%
SC
1810
Syon Capital
California
$702K +$190K +4,563 +41%
HFRG
1811
Houlihan Financial Resource Group
Virginia
$702K +$1.29K +31 +0.2%
SI
1812
Seeds Investor
New York
$693K +$44.1K +1,056 +7%
NAG
1813
Northstar Advisory Group
New Jersey
$693K -$334 -8 -0.1%
PP
1814
Patron Partners
Texas
$692K +$14.8K +355 +2%
FC
1815
FCA Corp
Texas
$691K +$18.4K +440 +3%
OIM
1816
Oder Investment Management
California
$690K +$40.9K +981 +7%
BTWM
1817
Baker Tilly Wealth Management
Wisconsin
$685K -$266K -6,373 -29%
SIS
1818
Sound Income Strategies
Florida
$684K +$20.8K +499 +3%
WAL
1819
W Advisors LLC
Tennessee
$682K +$6.93K +166 +1%
Impax Asset Management Group
1820
Impax Asset Management Group
United Kingdom
$679K -$5.26M -126,044 -89%
CUAMC
1821
China Universal Asset Management Company
China
$679K +$359K +8,612 +132%
LA
1822
Latitude Advisors
Florida
$678K -$38.1K -914 -6%
IWA
1823
Invera Wealth Advisors
Oregon
$678K +$24.7K +592 +4%
TBNY
1824
Trustco Bank (New York)
New York
$672K -$10.2K -245 -2%
LF
1825
Lantz Financial
Illinois
$671K +$5.84K +140 +0.9%