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Name Holding Trade Value Shares
Change
Change in
Stake
SC
1351
Sapient Capital
Indiana
$215K +$202K +210 New
GL
1352
Graypoint LLC
New York
$214K +$202K +210 New
BPWM
1353
Badgley Phelps Wealth Managers
Washington
$214K
HGA
1354
Hobbs Group Advisors
South Carolina
$212K +$200K +208 New
GA
1355
GFS Advisors
Texas
$212K +$151K +157 +75%
GBT
1356
Grove Bank & Trust
Florida
$212K +$8.65K +9 +5%
YCG
1357
Yeomans Consulting Group
Georgia
$212K +$199K +207 New
CWM
1358
Cherrydale Wealth Management
New Jersey
$211K -$35.6K -37 -15%
PFGIA
1359
Patriot Financial Group Insurance Agency
Massachusetts
$210K +$197K +205 New
FMP
1360
Financial Management Professionals
Texas
$209K +$3.85K +4 +2%
GLA
1361
Great Lakes Advisors
Illinois
$209K +$196K +204 New
OP
1362
ORG Partners
Indiana
$207K -$1.92K -2 -1%
BBA
1363
Braun-Bostich & Associates
Pennsylvania
$207K +$194K +202 New
AL
1364
Aspiriant LLC
California
$206K -$108K -112 -36%
WCA
1365
Waypoint Capital Advisors
Minnesota
$206K +$193K +201 New
ANTB
1366
AMG National Trust Bank
Colorado
$205K -$6.73K -7 -3%
1CP
1367
17 Capital Partners
Arizona
$205K +$192K +200 New
DPI
1368
Diversified Portfolios Inc
Michigan
$205K +$192K +200 New
OGC
1369
Oak Grove Capital
New Hampshire
$205K +$192K +200 New
TIA
1370
Trust Investment Advisors
Indiana
$205K +$192K +200 New
RFN
1371
Redwood Financial Network
Ohio
$203K -$6.73K -7 -3%
GIM
1372
Guild Investment Management
California
$203K +$190K +198 New
BFA
1373
Beacon Financial Advisory
Ohio
$202K +$189K +197 New
AF
1374
Apexium Financial
Texas
$202K +$189K +197 New
HFP
1375
Holistic Financial Partners
Indiana
$201K -$18.3K -19 -9%