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Name Holding Trade Value Shares
Change
Change in
Stake
RP
851
Rice Partnership
Hawaii
$293K
CAM
852
Claret Asset Management
Quebec, Canada
$292K -$3.21K -68 -1%
FWI
853
Facet Wealth Inc
Maryland
$292K -$754 -16 -0.2%
PWPS
854
Pinnacle Wealth Planning Services
Ohio
$290K -$11.9K -252 -4%
BF
855
Brogan Financial
Tennessee
$289K -$26.3K -559 -8%
MWM
856
MBE Wealth Management
Wisconsin
$288K -$25.4K -538 -8%
LS
857
Livforsakringsbolaget Skandia
Sweden
$280K
KFS
858
Kurt F. Somerville
$279K -$56.6K -1,200 -16%
HAG
859
HighPoint Advisor Group
Illinois
$277K -$57.5K -1,221 -17%
VAS
860
Vestmark Advisory Solutions
Massachusetts
$276K +$38.4K +814 +15%
VFA
861
Valeo Financial Advisors
Indiana
$275K -$41.3K -877 -13%
RPGK
862
Retirement Planning Group (Kansas)
Kansas
$271K -$4.15K -88 -1%
OWA
863
Octavia Wealth Advisors
Ohio
$271K +$15.7K +334 +6%
TCM
864
Teza Capital Management
Illinois
$271K +$88.1K +1,869 +45%
SW
865
SkyOak Wealth
Michigan
$271K +$284K +6,016 New
LAM
866
LOM Asset Management
$270K -$189K -4,000 -40%
WWM
867
Western Wealth Management
Colorado
$270K -$189 -4 -0.1%
NAM
868
NorthCrest Asset Manangement
Minnesota
$266K +$27.3K +580 +11%
OPOWM
869
One Plus One Wealth Management
Florida
$261K -$13.8K -293 -5%
QWP
870
Quotient Wealth Partners
Texas
$260K -$49.2K -1,043 -15%
P
871
Pitcairn
Pennsylvania
$251K -$122K -2,585 -32%
PCM
872
Peregrine Capital Management
Minnesota
$250K
RWM
873
RBA Wealth Management
California
$250K
SAI
874
Savvy Advisors Inc
New York
$248K +$260K +5,517 New
AFT
875
Alpha Family Trust
California
$248K