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Name Holding Trade Value Shares
Change
Change in
Stake
RRA
801
Round Rock Advisors
Connecticut
$297K -$6.14K -48 -2%
AWA
802
Aaron Wealth Advisors
Illinois
$297K +$3.58K +28 +1%
JWM
803
JGP Wealth Management
Oregon
$296K +$384 +3 +0.1%
PWP
804
Principle Wealth Partners
Connecticut
$294K
MPM
805
MBB Public Markets
Illinois
$294K +$271K +2,116 New
WF
806
Welch & Forbes
Massachusetts
$293K +$15.2K +119 +6%
DT
807
Diversified Trust
Tennessee
$290K -$256 -2 -0.1%
HHGA
808
Halbert Hargrove Global Advisors
California
$290K +$2.05K +16 +0.8%
APG
809
Abacus Planning Group
South Carolina
$290K +$6.27K +49 +2%
SFP
810
Shepherd Financial Partners
Massachusetts
$289K -$20.8K -163 -7%
ClearBridge Investments
811
ClearBridge Investments
New York
$289K
JFGIW
812
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$288K
BFM
813
Boston Financial Management
Massachusetts
$287K
CCM
814
Covington Capital Management
California
$286K -$10.4K -81 -4%
NHC
815
Nicholas Hoffman & Company
Georgia
$286K -$4.99K -39 -2%
CA
816
Carson Advisory
Georgia
$285K +$263K +2,056 New
MW
817
Marcum Wealth
Ohio
$284K
EIA
818
Edgemoor Investment Advisors
Maryland
$283K
NFG
819
Next Financial Group
Texas
$282K +$2.3K +18 +0.9%
AF
820
Allworth Financial
California
$282K +$29.3K +229 +13%
BLC
821
Brown, Lisle/Cummings
Rhode Island
$281K +$259K +2,025 New
IWC
822
Integrated Wealth Concepts
Massachusetts
$281K +$46K +360 +22%
DCM
823
DGS Capital Management
New Jersey
$281K +$259K +2,023 New
VWA
824
V Wealth Advisors
Kansas
$280K -$17.8K -139 -6%
EN1L
825
Engine No 1 LLC
California
$279K +$257K +2,008 New