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Name Holding Trade Value Shares
Change
Change in
Stake
SIM
1551
Sentry Investment Management
Wisconsin
$260K
MCM
1552
MV Capital Management
Maryland
$259K -$29.2K -1,022 -11%
HFM
1553
Hartford Financial Management
Connecticut
$259K +$32.4K +1,134 +15%
OPCM
1554
Osborne Partners Capital Management
California
$259K +$913 +32 +0.4%
BWA
1555
Basecamp Wealth Advisors
Washington
$259K +$247K +8,661 New
EFG
1556
Everhart Financial Group
Ohio
$259K -$246K -8,624 -50%
VW
1557
Vantus Wealth
Pennsylvania
$258K +$247K +8,647 New
RIG
1558
RiverFront Investment Group
Virginia
$258K +$34.3K +1,202 +16%
Kovitz Investment Group Partners
1559
Kovitz Investment Group Partners
Illinois
$258K -$24.8M -869,352 -99%
SN
1560
Sittner & Nelson
Oregon
$258K +$136K +4,762 +137%
APP
1561
Avantax Planning Partners
Iowa
$258K +$742 +26 +0.3%
SEIA
1562
Signature Estate & Investment Advisors
California
$258K -$21.3K -748 -8%
SWM
1563
SHP Wealth Management
Massachusetts
$257K +$245K +8,597 New
PWC
1564
Pathfinder Wealth Consulting
North Carolina
$257K +$245K +8,591 New
UWPG
1565
Ullmann Wealth Partners Group
Florida
$257K +$6.56K +230 +3%
CCA
1566
Cypress Capital Advisors
Tennessee
$256K -$385K -13,498 -61%
LAM
1567
Lifestyle Asset Management
Texas
$256K +$44.1K +1,545 +22%
RWM
1568
Rockline Wealth Management
New York
$254K
PWM
1569
Pines Wealth Management
North Carolina
$254K -$89.7K -3,145 -27%
RWP
1570
Revolve Wealth Partners
New Jersey
$253K +$36K +1,262 +17%
AMBIA
1571
Allen Mooney & Barnes Investment Advisors
Georgia
$253K +$114 +4 +0%
IDA
1572
Intelligence Driven Advisers
California
$252K +$241K +8,436 New
HR
1573
Howe & Rusling
New York
$252K +$28.2K +990 +13%
AC
1574
Armistice Capital
New York
$251K +$255K +8,946 New
CIC
1575
Chase Investment Counsel
Virginia
$250K -$9.96K -349 -4%