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Name Holding Trade Value Shares
Change
Change in
Stake
XP Advisory US
6051
XP Advisory US
Florida
$278K +$275K +961 New
Chartist Inc
6052
Chartist Inc
California
$276K -$2.57K -9 -0.9%
Evergreen Wealth Management
6053
Evergreen Wealth Management
Michigan
$275K +$14.3K +50 +6%
Brown Capital Management
6054
Brown Capital Management
Maryland
$275K – – –
Aurelius Family Office
6055
Aurelius Family Office
New Hampshire
$275K – – –
Oakmont Advisory Group
6056
Oakmont Advisory Group
New Mexico
$274K -$5.72K -20 -2%
Causeway Capital Management
6057
Causeway Capital Management
California
$274K +$6.86K +24 +3%
Allodium Investment Consultants
6058
Allodium Investment Consultants
Minnesota
$271K -$65.5K -229 -20%
Peirce Capital Management
6059
Peirce Capital Management
Texas
$269K – – –
Broadview Financial Management
6060
Broadview Financial Management
Wisconsin
$267K +$264K +923 New
BOCM
6061
Bontempo Ohly Capital Management
Maryland
$267K +$17.7K +62 +7%
Grand Wealth Management
6062
Grand Wealth Management
Michigan
$267K +$29.7K +104 +13%
Alexander Randolph Advisory
6063
Alexander Randolph Advisory
Virginia
$266K -$119K -416 -31%
Legacy Wealth Management (Tennessee)
6064
Legacy Wealth Management (Tennessee)
Tennessee
$265K -$25.7K -90 -9%
S.R. Schill & Associates
6065
S.R. Schill & Associates
Washington
$264K -$67.8K -237 -21%
VDBMI
6066
Van Den Berg Management I
Texas
$261K – – –
Ping Capital Management
6067
Ping Capital Management
New York
$260K -$1.4M -4,900 -84%
Colrain Capital
6068
Colrain Capital
Massachusetts
$260K -$28.6K -100 -10%
Kastel Capital Advisors
6069
Kastel Capital Advisors
Massachusetts
$260K – – –
VanWeelden Wealth Management
6070
VanWeelden Wealth Management
Ohio
$257K -$236K -825 -48%
Sageworth Trust Company of South Dakota
6071
Sageworth Trust Company of South Dakota
South Dakota
$257K -$251K -879 -50%
AP
6072
Arlington Partners
Alabama
$256K -$13.7K -48 -5%
Sherwood Financial Partners
6073
Sherwood Financial Partners
California
$256K – – –
Twin City Private Wealth
6074
Twin City Private Wealth
North Carolina
$254K -$287K -1,002 -53%
Midwest Capital Advisors
6075
Midwest Capital Advisors
Michigan
$254K +$29.2K +102 +13%