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Name Holding Trade Value Shares
Change
Change in
Stake
AL
1876
Aspiriant LLC
California
$848K -$443 -8 -0.1%
IA
1877
IAM Advisory
Pennsylvania
$842K +$893K +16,144 New
AWA
1878
AmeriServ Wealth Advisors
Pennsylvania
$838K -$649K -11,739 -43%
PWM
1879
PBMares Wealth Management
Virginia
$837K -$17.2K -311 -2%
HSA
1880
Hussman Strategic Advisors
Maryland
$837K
TWM
1881
Tradition Wealth Management
Minnesota
$836K +$7.41K +134 +0.9%
LB
1882
Leo Brokerage
Texas
$835K +$9.46K +171 +1%
EA
1883
Emerald Advisors
Washington
$835K +$33.1K +598 +4%
EAM
1884
Evanson Asset Management
California
$834K +$175K +3,169 +27%
ACWM
1885
Adams Chetwood Wealth Management
North Carolina
$833K -$29.3K -530 -3%
CCFM
1886
Clear Creek Financial Management
Washington
$833K +$88.3K +1,596 +12%
LIA
1887
LS Investment Advisors
Michigan
$832K -$131K -2,365 -13%
SWA
1888
Sax Wealth Advisors
New Jersey
$830K -$18K -325 -2%
AWM
1889
Accel Wealth Management
Iowa
$827K -$13.2K -239 -2%
PA
1890
Paragon Advisors
Texas
$827K +$9.4K +170 +1%
BWM
1891
Baystate Wealth Management
Massachusetts
$824K +$102K +1,850 +14%
GFP
1892
Gryphon Financial Partners
Ohio
$823K -$76.4K -1,382 -8%
KFC
1893
Klingenstein Fields & Co
New York
$823K -$70.4K -1,273 -8%
BAM
1894
Brave Asset Management
New Jersey
$818K +$4.32K +78 +0.5%
FFS
1895
Founders Financial Securities
Maryland
$818K +$27.9K +504 +3%
TCM
1896
Triumph Capital Management
Colorado
$818K +$98.5K +1,781 +13%
WTB
1897
Washington Trust Bank
Washington
$817K -$36.2K -654 -4%
DAC
1898
Dividend Assets Capital
South Carolina
$817K +$24.9K +450 +3%
MC
1899
McMorgan & Co
California
$817K +$836K +15,122 New
GPA
1900
Garrison Point Advisors
California
$815K +$15.5K +281 +2%