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Name Holding Trade Value Shares
Change
Change in
Stake
BRM
2201
Boston Research & Management
Massachusetts
$349K
ACA
2202
Anchor Capital Advisors
Massachusetts
$349K
GC
2203
Globeflex Capital
California
$349K
GWCM
2204
Godshalk Welsh Capital Management
Pennsylvania
$349K
KFI
2205
Key Financial Inc
Pennsylvania
$348K -$3.19K -11 -0.9%
DCM
2206
Dudley Capital Management
Virginia
$348K
AIM
2207
Acropolis Investment Management
Missouri
$346K +$50.8K +175 +16%
MCWS
2208
McKinley Carter Wealth Services
West Virginia
$346K -$13.1K -45 -4%
DTC
2209
Davidson Trust Company
Washington
$345K -$69.6K -240 -16%
AWM
2210
Avior Wealth Management
Nebraska
$344K -$870 -3 -0.2%
SCP
2211
Sivia Capital Partners
California
$344K +$9.28K +32 +3%
KLI
2212
Kelman-Lazarov Inc
Tennessee
$343K -$1.74K -6 -0.5%
RWM
2213
Rockline Wealth Management
New York
$343K -$6.96K -24 -2%
PWPS
2214
Pinnacle Wealth Planning Services
Ohio
$342K -$21.2K -73 -6%
WBC
2215
West Branch Capital
Massachusetts
$341K -$3.48K -12 -1%
GH
2216
GAM Holding
Switzerland
$341K +$351K +1,209 New
SFWC
2217
Strategic Family Wealth Counselors
New Jersey
$341K +$290 +1 +0.1%
MCB
2218
Morton Community Bank
Illinois
$341K -$2.95M -10,171 -90%
MCP
2219
Mirador Capital Partners
California
$340K +$31K +107 +10%
AIM
2220
Advyzon Investment Management
Illinois
$340K +$350K +1,206 New
GLLW
2221
Graves Light Lenhart Wealth
Virginia
$340K -$580 -2 -0.2%
RFP
2222
Root Financial Partners
California
$340K +$31K +107 +10%
BCMLT
2223
Beacon Capital Management LLC (Tennessee)
Tennessee
$340K +$233K +805 +202%
PWG
2224
Portside Wealth Group
Utah
$339K -$30.7K -106 -8%
PAM
2225
Paradigm Asset Management
New York
$339K