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Name Holding Trade Value Shares
Change
Change in
Stake
CIM
1051
Contravisory Investment Management
Massachusetts
$304K +$319K +1,548 New
HDIM
1052
Hanson & Doremus Investment Management
Vermont
$303K +$25.3K +123 +9%
FRM
1053
Foundation Resource Management
Arkansas
$302K
TFCP
1054
Twin Focus Capital Partners
Massachusetts
$302K +$1.85K +9 +0.6%
PWMG
1055
Prestige Wealth Management Group
New Jersey
$302K +$48.4K +235 +18%
PWPS
1056
Pinnacle Wealth Planning Services
Ohio
$301K -$15.7K -76 -5%
FANJ
1057
Financial Architects (New Jersey)
New Jersey
$299K +$14.6K +71 +5%
RP
1058
Riverwater Partners
Wisconsin
$298K +$312K +1,514 New
MCM
1059
Manchester Capital Management
Vermont
$297K +$2.06K +10 +0.7%
TC
1060
Trust Company
Kansas
$296K +$233K +1,130 +302%
HW
1061
Hancock Whitney
Mississippi
$295K -$54K -262 -15%
SAM
1062
Steinberg Asset Management
New York
$295K
NL
1063
NWAM LLC
Washington
$294K -$8.86K -43 -3%
GA
1064
Geller Advisors
New York
$290K
BCP
1065
Berkeley Capital Partners
Georgia
$289K +$19.2K +93 +7%
AIC
1066
Aurora Investment Counsel
Georgia
$288K -$1.01M -4,883 -77%
PFWA
1067
Paces Ferry Wealth Advisors
Georgia
$287K -$2.68K -13 -0.9%
ACP
1068
Ashfield Capital Partners
California
$287K
RG
1069
Renaissance Group
Kentucky
$286K -$1.85K -9 -0.6%
9WM
1070
9258 Wealth Management
Ohio
$286K +$11.5K +56 +4%
BOPW
1071
Brandywine Oak Private Wealth
Pennsylvania
$284K
HC
1072
Hamilton Capital
Ohio
$281K +$4.74K +23 +2%
PCA
1073
Personal Capital Advisors
California
$279K -$60.4K -293 -17%
Fisher Asset Management
1074
Fisher Asset Management
Washington
$279K +$19.2K +93 +7%
PCWA
1075
Pacific Capital Wealth Advisors
California
$278K