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Name Holding Trade Value Shares
Change
Change in
Stake
FA
1876
Financial Advisors
Massachusetts
$960K +$200K +3,364 +26%
WA
1877
Winfield Associates
Ohio
$959K -$11.9K -200 -1%
ACWM
1878
Adams Chetwood Wealth Management
North Carolina
$954K +$46.6K +785 +5%
HPWM
1879
Highland Private Wealth Management
Washington
$953K -$2.44K -41 -0.3%
SSG
1880
Summit Securities Group
New York
$952K +$962K +16,200 New
LMAM
1881
Legg Mason Asset Management
Japan
$951K +$961K +16,188 New
MC
1882
Mathes Company
New York
$949K -$2.97K -50 -0.3%
Ritholtz Wealth Management
1883
Ritholtz Wealth Management
New York
$949K +$86.1K +1,450 +10%
DTC
1884
Davidson Trust Company
Washington
$948K -$198K -3,333 -17%
Plancorp LLC
1885
Plancorp LLC
Missouri
$948K +$44.9K +756 +5%
CFFP
1886
Center for Financial Planning
Michigan
$946K -$4.1K -69 -0.4%
BCA
1887
Bray Capital Advisors
Florida
$945K +$225K +3,790 +31%
OC
1888
Oakworth Capital
Alabama
$944K -$8.67K -146 -0.9%
WP
1889
Wedgewood Partners
Missouri
$940K – – –
Procyon Advisors
1890
Procyon Advisors
Connecticut
$936K +$27.3K +459 +3%
CCFM
1891
Clear Creek Financial Management
Washington
$935K +$945K +15,916 New
APC
1892
Aspire Private Capital
North Carolina
$933K +$55.3K +931 +6%
AC
1893
Avestar Capital
New York
$933K +$119K +2,010 +14%
ED
1894
Exane Derivatives
France
$931K -$532K -8,965 -36%
VCM
1895
Vivaldi Capital Management
Illinois
$926K +$22.5K +378 +2%
Foundations Investment Advisors
1896
Foundations Investment Advisors
Arizona
$925K -$385K -6,480 -29%
TWP
1897
Tempus Wealth Planning
California
$924K – – –
CCMIC
1898
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$923K +$54K +910 +6%
EPWM
1899
Essex Private Wealth Management
Massachusetts
$920K -$22.6K -381 -2%
KIC
1900
Kensington Investment Counsel
California
$920K +$930K +15,658 New