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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1726
Accel Wealth Management
Iowa
$260K
EL
1727
EMFO LLC
Florida
$260K
BWP
1728
Bernardo Wealth Planning
Pennsylvania
$260K +$265K +1,186 New
CAS
1729
Cascadia Advisory Services
Oregon
$259K -$16.1K -72 -6%
LWM
1730
Liberty Wealth Management
California
$259K +$1.34K +6 +0.5%
CA
1731
Continuum Advisory
Idaho
$259K +$36.8K +165 +16%
TI
1732
Trexquant Investment
Connecticut
$258K +$262K +1,175 New
FNC
1733
First National Corp
Massachusetts
$257K +$6.02K +27 +2%
1W
1734
1776 Wealth
Georgia
$256K -$90.8K -407 -26%
GIM
1735
Guild Investment Management
California
$256K
LCM
1736
Leisure Capital Management
California
$255K
Jones Financial Companies
1737
Jones Financial Companies
Missouri
$254K -$407K -1,823 -61%
AA
1738
Alesco Advisors
New York
$254K -$66.9K -300 -21%
HCM
1739
Hengehold Capital Management
Ohio
$254K
NCMW
1740
Northern Capital Management (Washington)
Washington
$254K +$5.8K +26 +2%
PWC
1741
PYA Waltman Capital
Tennessee
$252K -$86.8K -389 -25%
EIA
1742
Eldridge Investment Advisors
New Hampshire
$252K
PIP
1743
Peachtree Investment Partners
Florida
$251K -$232K -1,041 -48%
PBO
1744
Peoples Bank (Ohio)
Ohio
$251K -$144K -645 -36%
SAA
1745
Southeast Asset Advisors
Georgia
$251K +$669 +3 +0.3%
CTI
1746
Community Trust & Investment
Kentucky
$251K +$254K +1,139 New
WOSD
1747
WFA of San Diego
California
$250K -$9.14K -41 -3%
TW
1748
Transform Wealth
Colorado
$250K -$1.11K -5 -0.4%
FC
1749
Fulcrum Capital
Washington
$250K
DOA
1750
D'Orazio & Associates
Virginia
$249K -$328K -1,469 -57%