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Name Holding Trade Value Shares
Change
Change in
Stake
MPPLM
2051
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$266K +$22.1K +46 +9%
VDI
2052
Vaughan David Investments
Illinois
$266K +$49.6K +103 +21%
LNWTC
2053
Laird Norton Wetherby Trust Company
Washington
$265K -$39.9K -83 -12%
OWA
2054
Octavia Wealth Advisors
Ohio
$265K -$1.92K -4 -0.7%
PNAA
2055
Pictet North America Advisors
Switzerland
$265K +$10.6K +22 +4%
SL
2056
Summitry LLC
California
$263K +$37.5K +78 +16%
ZIC
2057
ZWJ Investment Counsel
Georgia
$262K -$106K -220 -28%
PC
2058
Periscope Capital
Ontario, Canada
$259K -$300K -624 -52%
PAG
2059
Powers Advisory Group
Illinois
$259K +$274K +569 New
ETCM
2060
Evolutionary Tree Capital Management
Virginia
$257K
FG
2061
Fiduciary Group
Georgia
$256K +$70.2K +146 +28%
JF
2062
JSF Financial
California
$255K -$47.6K -99 -15%
RCA
2063
Resonant Capital Advisors
Wisconsin
$255K +$27.9K +58 +12%
ONSWM
2064
Old North State Wealth Management
North Carolina
$254K
CIA
2065
Capital Impact Advisors
Massachusetts
$253K +$267K +556 New
KC
2066
Kenfarb & Co
Kentucky
$252K
CFAM
2067
Center For Asset Management
Florida
$251K -$21.6K -45 -8%
PK
2068
Pflug Koory
Nebraska
$251K -$8.18K -17 -3%
FSCM
2069
Front Street Capital Management
Montana
$251K
BSSFA
2070
Baron Silver Stevens Financial Advisors
Florida
$251K +$266K +553 New
PCM
2071
Prelude Capital Management
New York
$250K +$264K +548 New
MCA
2072
Magnolia Capital Advisors
Mississippi
$249K -$132K -274 -33%
BCM
2073
Becker Capital Management
Oregon
$249K -$7.22K -15 -3%
RWM
2074
RKL Wealth Management
Pennsylvania
$249K +$55.3K +115 +27%
FB
2075
First Bancorp
Maine
$248K