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Name Holding Trade Value Shares
Change
Change in
Stake
DFS
1826
Dixon Fnancial Services
California
$351K -$121K -500 -24%
BAM
1827
Baldrige Asset Management
Pennsylvania
$351K
IC
1828
Inverness Counsel
New York
$351K +$377K +1,556 New
EWA
1829
ERTS Wealth Advisors
Michigan
$349K -$970 -4 -0.3%
TFCP
1830
Twin Focus Capital Partners
Massachusetts
$349K
WFA
1831
West Financial Advisors
Iowa
$349K
CFA
1832
CWS Financial Advisors
Michigan
$348K +$1.7K +7 +0.5%
CAAS
1833
Capital Asset Advisory Services
Michigan
$347K +$12.6K +52 +3%
PI
1834
PFS Investments
Georgia
$347K +$74.4K +307 +25%
EFS
1835
Econ Financial Services
Pennsylvania
$347K +$373K +1,540 New
PDM
1836
Penn Davis McFarland
Texas
$346K -$1.7K -7 -0.5%
IWA
1837
IVC Wealth Advisors
Pennsylvania
$346K -$242 -1 -0.1%
NRS
1838
Neville Rodie & Shaw
New York
$345K
CCG
1839
Chatham Capital Group
Georgia
$344K
CA
1840
Claro Advisors
Massachusetts
$342K
LP
1841
LGL Partners
Pennsylvania
$340K +$366K +1,508 New
AI
1842
Accredited Investors
Minnesota
$339K -$68.6K -283 -16%
MA
1843
MJP Associates
Connecticut
$339K -$2.42K -10 -0.7%
FCM
1844
Fortis Capital Management
Washington
$338K +$2.91K +12 +0.8%
WWA
1845
WCG Wealth Advisors
Nevada
$338K +$345K +1,425 New
HWA
1846
HHM Wealth Advisors
Tennessee
$337K -$90.9K -375 -20%
IBOK
1847
Independence Bank of Kentucky
Kentucky
$337K -$50.9K -210 -12%
RCA
1848
Roberts Capital Advisors
Colorado
$337K
WP
1849
WealthSpring Partners
California
$336K +$362K +1,492 New
SWA
1850
Sax Wealth Advisors
New Jersey
$335K -$35.1K -145 -9%