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Name Holding Trade Value Shares
Change
Change in
Stake
CA
1226
Clearstead Advisors
Ohio
$386K +$52.1K +238 +18%
EFM
1227
E Fund Management
China
$385K -$15.3K -70 -4%
SWM
1228
Salvus Wealth Management
New Jersey
$383K +$62.6K +286 +22%
ACP
1229
Ashfield Capital Partners
California
$382K -$366K -1,673 -52%
GA
1230
Geller Advisors
New York
$381K
ODFS
1231
O'Donnell Financial Services
California
$381K +$657 +3 +0.2%
IAIM
1232
International Assets Investment Management
Florida
$378K +$27.4K +125 +9%
TCA
1233
Transcend Capital Advisors
New Jersey
$375K
BIP
1234
Blueprint Investment Partners
North Carolina
$374K +$59.8K +273 +22%
UCB
1235
United Community Bank
South Carolina
$373K +$335K +1,530 New
WSFS
1236
Wilmington Savings Fund Society
Delaware
$373K -$128K -583 -28%
PF
1237
Phoenix Financial
Israel
$372K -$38.8K -177 -11%
CCA
1238
Childress Capital Advisors
Texas
$372K +$32.4K +148 +11%
VFA
1239
Values First Advisors
Tennessee
$372K +$334K +1,524 New
IP
1240
Ignite Planners
California
$370K +$398K +1,816 New
BSAM
1241
Blue Square Asset Management
New York
$369K
PCA
1242
Personal Capital Advisors
California
$369K +$17.1K +78 +5%
GG
1243
Greenwood Gearhart
Arkansas
$369K +$332K +1,514 New
SSWM
1244
Sheets Smith Wealth Management
North Carolina
$368K
KP
1245
Keel Point
Alabama
$368K +$41.8K +191 +15%
GAM
1246
Grandview Asset Management
Pennsylvania
$367K
LPIC
1247
LeJeune Puetz Investment Counsel
Michigan
$367K
LWA
1248
Lenox Wealth Advisors
New York
$367K +$3.94K +18 +1%
CC
1249
Capital Counsel
New York
$366K
SIAG
1250
Signet Investment Advisory Group
Rhode Island
$366K