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Name Holding Trade Value Shares
Change
Change in
Stake
TPI
1651
Trust Point Inc
Wisconsin
$398K +$26.4K +116 +6%
PPW
1652
Pasadena Private Wealth
California
$397K – – –
TCI Wealth Advisors
1653
TCI Wealth Advisors
Arizona
$397K -$16.4K -72 -3%
LC
1654
LCNB Corp
Ohio
$397K -$20.5K -90 -4%
NCMW
1655
Northern Capital Management (Washington)
Washington
$396K +$53.1K +233 +13%
CPA
1656
Capital Performance Advisors
California
$396K +$184K +810 +69%
AHL
1657
Abel Hall LLC
Louisiana
$394K -$95K -417 -17%
SWM
1658
Steinberganna Wealth Management
New York
$394K -$53.5K -235 -11%
CPCM
1659
Cardinal Point Capital Management
Ontario, Canada
$392K – – –
WCM
1660
Whitener Capital Management
North Carolina
$392K +$20.7K +91 +5%
RWMG
1661
Redwood Wealth Management Group
New Jersey
$391K +$78.6K +345 +21%
CAM
1662
Columbia Asset Management
Michigan
$390K – – –
FMI
1663
F/M Investments
District of Columbia
$390K +$446K +1,958 New
GM
1664
GeoWealth Management
Illinois
$389K +$50.3K +221 +13%
MAG
1665
Meadowbrook Advisors Group
New Jersey
$389K +$10.7K +47 +2%
AA
1666
Auxano Advisors
Washington
$389K +$36.9K +162 +9%
CFS
1667
Coordinated Financial Services
Colorado
$387K +$182K +800 +70%
FWM
1668
FMB Wealth Management
California
$384K -$28.7K -126 -6%
SW
1669
SVB Wealth
Massachusetts
$384K -$21.4K -94 -5%
CICI
1670
Capital Investment Counsel Inc
North Carolina
$383K – – –
LG
1671
LAM Group
Oregon
$383K -$814K -3,573 -65%
MCM
1672
Mainstream Capital Management
California
$382K +$9.11K +40 +2%
BWA
1673
BlueChip Wealth Advisors
Georgia
$381K +$11.4K +50 +3%
LW
1674
Linscomb Wealth
Texas
$381K +$131K +577 +43%
PE
1675
PCM Encore
Colorado
$380K +$14.3K +63 +3%