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Name Holding Trade Value Shares
Change
Change in
Stake
CPG
1826
Cornerstone Planning Group
New Jersey
$258K +$28.8K +21 +13%
CWM
1827
Cahaba Wealth Management
Georgia
$257K +$266K +194 New
BCM
1828
Bourgeon Capital Management
Connecticut
$256K -$692K -505 -72%
MW
1829
Maia Wealth
Colorado
$256K -$1.37K -1 -0.5%
TAM
1830
Townsend Asset Management
North Carolina
$256K – – –
FPB
1831
First PREMIER Bank
South Dakota
$256K -$69.9K -51 -21%
DCM
1832
Donaldson Capital Management
Indiana
$255K – – –
NCMW
1833
Northern Capital Management (Washington)
Washington
$254K – – –
FSA
1834
Financial Security Advisor
Virginia
$254K +$263K +192 New
WA
1835
Waystone Advisors
Washington
$254K +$263K +192 New
RWC
1836
Rare Wolf Capital
Washington
$252K -$267K -195 -51%
GFG
1837
Goldstone Financial Group
Illinois
$251K -$12.3K -9 -5%
PVI
1838
Pura Vida Investments
New York
$251K – – –
CL
1839
CSS LLC
Illinois
$251K +$260K +190 New
Financial Engines Advisors
1840
Financial Engines Advisors
California
$251K +$260K +190 New
FA
1841
Fedenia Advisers
Wisconsin
$250K -$532K -388 -67%
PW
1842
Paladin Wealth
Minnesota
$250K +$259K +189 New
P
1843
Palladiem
Pennsylvania
$249K +$61.7K +45 +35%
ALA
1844
Atlas Legacy Advisors
California
$249K +$258K +188 New
WAG
1845
Winthrop Advisory Group
Massachusetts
$249K -$35.6K -26 -12%
CS
1846
Capital Square
Tennessee
$248K +$232K +169 New
EA
1847
Everpar Advisors
Oklahoma
$247K -$28.8K -21 -10%
YP
1848
YANKCOM Partnership
South Dakota
$246K -$126K -92 -33%
CA
1849
Cornerstone Advisory
Maryland
$246K +$255K +186 New
HBS
1850
Howard Bailey Securities
Indiana
$244K -$37K -27 -13%