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Name Holding Trade Value Shares
Change
Change in
Stake
LAS
826
LWM Advisory Services
Florida
$228K +$231K +1,615 New
AMG
827
Advisors Management Group
Wisconsin
$228K +$231K +1,616 New
PFO
828
Pathstone Family Office
New Jersey
$227K +$230K +1,611 New
MG
829
Meritage Group
California
$227K -$115K -804 -33%
BFM
830
Boston Financial Management
Massachusetts
$227K
Koshinski Asset Management
831
Koshinski Asset Management
Illinois
$227K +$32.9K +230 +17%
CI
832
Cigna Investments
Connecticut
$226K -$79.6K -557 -26%
JWCA
833
J.W. Cole Advisors
Florida
$226K +$17.4K +122 +8%
FPCP
834
Fort Point Capital Partners
California
$225K -$21.4K -150 -9%
SC
835
Savant Capital
Illinois
$223K -$22.6K -158 -9%
WPP
836
Whalerock Point Partners
Rhode Island
$223K +$2.86K +20 +1%
CPA
837
Court Place Advisors
Maryland
$222K +$13K +91 +6%
SPC
838
Stewart & Patten Company
California
$221K
FFN
839
Focus Financial Network
Minnesota
$219K -$18.7K -131 -8%
CRI
840
Colonial River Investments
Virginia
$219K -$87.2K -610 -28%
SB
841
Simmons Bank
Arkansas
$219K
DCM
842
Donaldson Capital Management
Indiana
$218K -$206K -1,443 -48%
AAM
843
Autus Asset Management
Arizona
$218K -$14.3K -100 -6%
AA
844
Addison Advisors
Vermont
$218K
HWA
845
Heartwood Wealth Advisors
Virginia
$218K
HIC
846
Holderness Investments Company
North Carolina
$218K +$1.29K +9 +0.6%
BBHC
847
Brown Brothers Harriman & Co
New York
$218K +$7.14K +50 +3%
TFS
848
Thoroughbred Financial Services
Tennessee
$218K +$9.71K +68 +5%
PWM
849
Perigon Wealth Management
California
$218K +$221K +1,545 New
BCM
850
Bluefin Capital Management
New York
$216K +$221K +1,550 New