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Name Holding Trade Value Shares
Change
Change in
Stake
EAM
2401
Empirical Asset Management
Massachusetts
$273K +$1.92K +21 +0.7%
PAS
2402
Professional Advisory Services
Florida
$272K – – –
WFS
2403
Widmann Financial Services
Maryland
$272K +$13.7K +150 +5%
GPW
2404
Genesis Private Wealth
Virginia
$271K +$32.9K +360 +14%
EB
2405
Exchange Bank
California
$271K +$272K +2,983 New
1CP
2406
1015 Capital Partners
Pennsylvania
$270K -$3.38K -37 -1%
BWM
2407
Baron Wealth Management
Michigan
$270K +$2.46K +27 +0.9%
MSG
2408
Main Street Group
Virginia
$270K -$5.84K -64 -2%
FS
2409
Financial Symmetry
North Carolina
$269K +$271K +2,969 New
PWA
2410
Prairie Wealth Advisors
Nebraska
$269K – – –
BPW
2411
Bingham Private Wealth
California
$268K -$45.8K -502 -15%
AF
2412
ASL Financial
California
$268K – – –
TWM
2413
Tanager Wealth Management
United Kingdom
$267K -$37.6K -412 -12%
SIC
2414
Sigma Investment Counselors
Michigan
$267K +$269K +2,946 New
CBOR
2415
Community Bank of Raymore
Missouri
$267K – – –
PA
2416
Promethium Advisors
Maryland
$265K -$23.2K -254 -8%
KWS
2417
Keystone Wealth Services
California
$265K -$99.7K -1,092 -27%
CWM
2418
Centric Wealth Management
Illinois
$264K – – –
Betterment LLC
2419
Betterment LLC
New York
$264K +$42.2K +462 +19%
AWA
2420
ARQ Wealth Advisors
Arizona
$264K -$4.29K -47 -2%
RL
2421
Rogco LP
Oklahoma
$264K – – –
BHC
2422
Bowen Hanes & Co
Florida
$264K – – –
PCMF
2423
Private Capital Management (Florida)
Florida
$264K +$183 +2 +0.1%
BRA
2424
Bender Robert & Associates
California
$264K – – –
HCM
2425
Hengehold Capital Management
Ohio
$264K +$31.9K +350 +14%