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Name Holding Trade Value Shares
Change
Change in
Stake
CSIC
676
Clifford Swan Investment Counsel
California
$250K -$5.34K -35 -2%
FLPIM
677
F.L. Putnam Investment Management
Massachusetts
$250K -$915 -6 -0.4%
ET
678
Entropy Technologies
New York
$250K +$231K +1,514 New
PP
679
PDS Planning
Ohio
$249K -$7.62K -50 -3%
SW
680
SVB Wealth
Massachusetts
$249K +$230K +1,507 New
AP
681
Appleton Partners
Massachusetts
$247K -$457 -3 -0.2%
VIM
682
Vinva Investment Management
Australia
$246K -$325K -2,132 -59%
BTWM
683
Baker Tilly Wealth Management
Wisconsin
$243K -$5.64K -37 -2%
Simplex Trading
684
Simplex Trading
Illinois
$243K +$225K +1,474 New
MPI
685
Mairs & Power Inc
Minnesota
$243K
PCM
686
Penn Capital Management
Pennsylvania
$240K -$9.91K -65 -4%
MMG
687
Monetary Management Group
Missouri
$239K
NEPPG
688
New England Professional Planning Group
Rhode Island
$239K
PS
689
Principal Securities
Iowa
$239K +$221K +1,448 New
EWM
690
Empirical Wealth Management
Washington
$238K +$220K +1,446 New
PWMG
691
Provence Wealth Management Group
California
$237K +$11.4K +75 +6%
FAIM
692
Financial Advocates Investment Management
Washington
$235K +$218K +1,427 New
BIAS
693
Beacon Investment Advisory Services
New Jersey
$234K
RCM
694
Radnor Capital Management
Pennsylvania
$231K
WANY
695
Wealthspire Advisors (New York)
New York
$231K -$118K -773 -36%
FCP
696
Fidelis Capital Partners
Florida
$228K +$211K +1,381 New
OWA
697
Outlook Wealth Advisors
Texas
$226K +$209K +1,373 New
SCM
698
Shelton Capital Management
Colorado
$225K -$20.9K -137 -9%
KWMG
699
King Wealth Management Group
Florida
$225K
PTC
700
Private Trust Company
Ohio
$224K -$1.07K -7 -0.5%