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Name Holding Trade Value Shares
Change
Change in
Stake
KFSC
1201
Keystone Financial Services (Colorado)
Colorado
$279K -$95.6K -302 -26%
HFAS
1202
Hummer Financial Advisory Services
Illinois
$279K
FPCP
1203
Fort Point Capital Partners
California
$278K
HDIM
1204
Hanson & Doremus Investment Management
Vermont
$278K
AMIM
1205
Aull & Monroe Investment Management
Alabama
$278K
GWP
1206
Gateway Wealth Partners
Wisconsin
$275K +$262K +829 New
C
1207
Covestor
United Kingdom
$274K -$55.4K -175 -17%
SCI
1208
S&CO Inc
Massachusetts
$273K
SB
1209
Strategic Blueprint
Georgia
$272K +$260K +822 New
FRA
1210
Frank Rimerman Advisors
California
$272K -$1.58K -5 -0.6%
HWA
1211
HCR Wealth Advisors
California
$272K
FWM
1212
Focused Wealth Management
New York
$270K
JFGIW
1213
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$269K -$6.01K -19 -2%
NB
1214
Nicolet Bankshares
Wisconsin
$269K -$4.11K -13 -2%
GWS
1215
Glassman Wealth Services
Virginia
$268K +$316 +1 +0.1%
PTCG
1216
Pring Turner Capital Group
California
$267K
FH
1217
FWG Holdings
Florida
$267K -$68K -215 -21%
BMC
1218
Benin Management Corp
Connecticut
$267K
WCBA
1219
Weaver C. Barksdale & Associates
Tennessee
$266K +$254K +803 New
CIM
1220
Chapman Investment Management
California
$265K -$31.6K -100 -11%
AA
1221
Alta Advisers
United Kingdom
$265K
CPA
1222
Court Place Advisors
Maryland
$264K
AP
1223
Adero Partners
California
$264K -$5.7K -18 -2%
OFG
1224
OmniStar Financial Group
North Carolina
$263K +$5.06K +16 +2%
SAM
1225
Secure Asset Management
Michigan
$263K