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Name Holding Trade Value Shares
Change
Change in
Stake
HWA
1151
HCR Wealth Advisors
California
$309K +$1.79K +2 +0.5%
AC
1152
Apella Capital
Connecticut
$309K – – –
SN
1153
Sittner & Nelson
Oregon
$307K +$187K +209 +131%
MIA
1154
MMBG Investment Advisors
Florida
$307K +$329K +368 New
TWM
1155
Tradition Wealth Management
Minnesota
$306K +$2.68K +3 +0.8%
BCP
1156
Berkeley Capital Partners
Georgia
$305K +$41.1K +46 +14%
FVWA
1157
Foster Victor Wealth Advisors
South Carolina
$304K +$18.8K +21 +6%
RRCM
1158
Rappaport Reiches Capital Management
Illinois
$303K -$40.2K -45 -11%
HCM
1159
Howland Capital Management
Massachusetts
$302K -$8.94K -10 -3%
MG
1160
Mather Group
Illinois
$302K -$37.5K -42 -10%
CIS
1161
Custom Index Systems
New York
$302K +$12.5K +14 +4%
EWM
1162
Empirical Wealth Management
Washington
$301K -$198K -221 -38%
TSWM
1163
Tyler-Stone Wealth Management
Ohio
$300K +$171K +191 +113%
WJA
1164
Willis Johnson & Associates
Texas
$300K +$8.05K +9 +3%
GDP
1165
Great Diamond Partners
Maine
$299K -$76.9K -86 -19%
LTAS
1166
Linden Thomas Advisory Services
North Carolina
$296K +$64.4K +72 +25%
VCM
1167
Virtue Capital Management
Tennessee
$295K -$2.68K -3 -0.8%
KCM
1168
Kathmere Capital Management
Pennsylvania
$294K +$37.5K +42 +14%
SFS
1169
Strategic Financial Services
New York
$293K – – –
BSHC
1170
Breed's Hill Capital
Massachusetts
$293K – – –
WDL
1171
Well Done LLC
Michigan
$292K -$22.4K -25 -7%
WLIM
1172
White Lighthouse Investment Management
Massachusetts
$292K – – –
PCM
1173
Pennsylvania Capital Management
Pennsylvania
$289K +$77.8K +87 +33%
OBWG
1174
Onyx Bridge Wealth Group
New York
$289K +$104K +116 +50%
PCMC
1175
Private Capital Management (Colorado)
Colorado
$288K +$98.3K +110 +47%