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Name Holding Trade Value Shares
Change
Change in
Stake
LA
2076
Latitude Advisors
Florida
$685K +$23.4K +414 +4%
Financial Engines Advisors
2077
Financial Engines Advisors
California
$685K +$35.2K +624 +6%
OWP
2078
Obermeyer Wealth Partners
Colorado
$684K +$57.6K +1,021 +10%
Capital Fund Management (CFM)
2079
Capital Fund Management (CFM)
France
$684K +$663K +11,757 New
CCM
2080
Canal Capital Management
Virginia
$683K -$25.1K -445 -4%
ECG
2081
Edge Capital Group
Georgia
$683K +$24.8K +439 +4%
BFS
2082
Bickling Financial Services
Massachusetts
$683K +$118K +2,091 +22%
CL
2083
CSS LLC
Illinois
$683K +$663K +11,744 New
HCP
2084
Hexagon Capital Partners
Arkansas
$682K +$123K +2,174 +23%
HA
2085
HC Advisors
Georgia
$681K +$661K +11,714 New
MCM
2086
Monarch Capital Management
Indiana
$680K -$57.4K -1,017 -8%
EAM
2087
Evanson Asset Management
California
$680K -$55.2K -978 -8%
BFC
2088
Blue Fin Capital
Rhode Island
$679K +$16.8K +297 +3%
BI
2089
Ballast Inc
Kentucky
$679K +$110K +1,952 +20%
BWP
2090
BSW Wealth Partners
Colorado
$679K +$123K +2,185 +23%
BWAM
2091
Boyd Watterson Asset Management
Ohio
$678K -$91.9K -1,629 -12%
ICP
2092
Interchange Capital Partners
Pennsylvania
$676K -$14.8K -262 -2%
LF
2093
LifeSteps Financial
California
$672K -$19.6K -348 -3%
CCWA
2094
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$669K -$39.3K -696 -6%
FWM
2095
Focused Wealth Management
New York
$667K -$82.1K -1,455 -11%
SA
2096
Shilanski & Associates
Alaska
$666K +$25.8K +458 +4%
SWP
2097
Summit Wealth Partners
Florida
$664K +$227K +4,016 +54%
VCM
2098
Versant Capital Management
Arizona
$663K -$23.5K -416 -4%
SP
2099
Sarasin & Partners
United Kingdom
$663K – – –
SPA
2100
Sentinel Pension Advisors
Massachusetts
$663K +$643K +11,395 New