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Name Holding Trade Value Shares
Change
Change in
Stake
BOS
1801
Bingham Osborn & Scarborough
California
$236K +$222K +5,098 New
PAS
1802
Partnervest Advisory Services
California
$236K +$222K +5,101 New
FUBT
1803
First United Bank & Trust
Maryland
$235K -$2.52K -58 -1%
TCM
1804
Tuttle Capital Management
Connecticut
$235K +$221K +5,077 New
BCA
1805
Biltmore Capital Advisors
New Jersey
$233K -$14.4K -331 -6%
BFA
1806
Beacon Financial Advisory
Ohio
$231K -$7.39K -170 -3%
JWM
1807
Jupiter Wealth Management
Colorado
$231K +$217K +5,000 New
CA
1808
Centerpoint Advisors
Massachusetts
$230K +$87 +2 +0%
CA
1809
Cornerstone Advisory
Maryland
$230K +$216K +4,968 New
BO
1810
BRR OpCo
Ohio
$229K +$215K +4,948 New
DCM
1811
Driehaus Capital Management
Illinois
$227K +$213K +4,904 New
BWA
1812
BDO Wealth Advisors
Florida
$226K +$38.6K +888 +22%
DE
1813
Day & Ennis
Georgia
$226K +$213K +4,894 New
MC
1814
Middleton & Co
Massachusetts
$225K -$22.3K -512 -10%
RB
1815
Rodgers Brothers
Pennsylvania
$225K +$212K +4,867 New
MM
1816
Meridian Management
Arkansas
$225K +$212K +4,870 New
VCM
1817
Vision Capital Management
Oregon
$224K +$211K +4,843 New
MWM
1818
Merriman Wealth Management
Washington
$224K +$211K +4,844 New
RIM
1819
Redwood Investment Management
Arizona
$223K -$72.8K -1,674 -26%
APW
1820
Austin Private Wealth
Texas
$223K -$33.2K -763 -14%
PB
1821
Pinnacle Bancorp
Nebraska
$223K -$11.3K -260 -5%
NIA
1822
Northstar Investment Advisors
Colorado
$220K +$207K +4,752 New
HCM
1823
HMS Capital Management
Tennessee
$217K -$52.2K -1,200 -20%
NF
1824
Nikulski Financial
Iowa
$217K +$204K +4,700 New
IFAM
1825
Institutional & Family Asset Management
Colorado
$215K -$198K -4,560 -50%