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Name Holding Trade Value Shares
Change
Change in
Stake
BCA
1251
Bay Colony Advisors
Massachusetts
$242K -$1.39K -25 -0.6%
MLL
1252
Moody Lynn & Lieberson
Massachusetts
$242K +$7.8K +140 +4%
MWP
1253
Moller Wealth Partners
$241K -$22.3K -400 -9%
GDP
1254
Great Diamond Partners
Maine
$241K -$5.8K -104 -3%
OIA
1255
Optimum Investment Advisors
Illinois
$241K – – –
CWA
1256
Clarus Wealth Advisors
Arizona
$239K -$8.19K -147 -4%
SW
1257
SteelPeak Wealth
California
$239K +$218K +3,918 New
KFS
1258
Kelly Financial Services
Massachusetts
$238K – – –
BW
1259
Bison Wealth
Georgia
$238K -$19.1K -342 -8%
SWMP
1260
Signature Wealth Management Partners
New Jersey
$238K – – –
EDRIA
1261
Edmonds Duncan Registered Investment Advisors
Kansas
$237K – – –
WGA
1262
Weather Gauge Advisory
Virginia
$237K +$167 +3 +0.1%
SB
1263
Sunflower Bank
Texas
$236K -$16.7K -300 -7%
Jones Financial Companies
1264
Jones Financial Companies
Missouri
$236K +$14.9K +267 +7%
PMFA
1265
Plante Moran Financial Advisors
Michigan
$235K -$5.68K -102 -3%
SDWIA
1266
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$235K – – –
VFA
1267
Voya Financial Advisors
Connecticut
$234K -$1.12M -20,073 -83%
LA
1268
LVW Advisors
New York
$234K -$836 -15 -0.4%
BCA
1269
Bray Capital Advisors
Florida
$234K – – –
NIM
1270
Northeast Investment Management
Massachusetts
$234K – – –
PCA
1271
Personal Capital Advisors
California
$233K +$213K +3,821 New
1IA
1272
1834 Investment Advisors
Wisconsin
$232K +$10.4K +186 +5%
ECM
1273
EagleClaw Capital Management
Massachusetts
$232K +$212K +3,811 New
GWM
1274
Greenwich Wealth Management
Connecticut
$232K +$213K +3,814 New
DWM
1275
Defined Wealth Management
Oregon
$231K – – –