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Name Holding Trade Value Shares
Change
Change in
Stake
BWFA
2401
Baltimore-Washington Financial Advisors
Maryland
$247K -$9.34M -37,016 -97%
BWP
2402
Balboa Wealth Partners
Arizona
$247K -$61.3K -243 -19%
GCS
2403
Gordian Capital (Singapore)
Singapore
$247K
FI
2404
Financial Insights
Washington
$246K -$14.4K -57 -5%
SIC
2405
Sigma Investment Counselors
Michigan
$245K -$26K -103 -9%
MAM
2406
McLean Asset Management
Virginia
$245K -$12.4K -49 -5%
CWA
2407
Canvas Wealth Advisors
Kansas
$245K -$10.1K -40 -4%
JSAM
2408
J. Safra Asset Management
New York
$245K +$7.82K +31 +3%
CSIC
2409
Clifford Swan Investment Counsel
California
$245K +$1.76K +7 +0.7%
AIM
2410
Alhambra Investment Management
Florida
$244K +$59.3K +235 +30%
LIA
2411
LBMC Investment Advisors
Tennessee
$244K -$9.58K -38 -4%
VI
2412
VanderPol Investments
Michigan
$243K -$51.2K -203 -18%
TWP
2413
Tempus Wealth Planning
California
$243K -$103K -409 -29%
FFG
2414
Frisch Financial Group
New York
$243K +$504 +2 +0.2%
LSA
2415
L & S Advisors
California
$242K +$258K +1,023 New
VCM
2416
Virtue Capital Management
Tennessee
$242K +$1.38M +5,478 +161%
FF
2417
Foronjy Financial
California
$242K +$38.1K +151 +17%
TCOO
2418
Trust Company of Oklahoma
Oklahoma
$242K +$26K +103 +11%
RA
2419
Riversedge Advisors
Delaware
$242K +$258K +1,022 New
FPGK
2420
Financial Partners Group (Kansas)
Kansas
$241K -$21.4K -85 -8%
CAL
2421
Capital Advisors Ltd
Ohio
$241K +$44.1K +175 +21%
MCC
2422
Money Concepts Capital
Florida
$241K -$37.3K -148 -13%
FWM
2423
Focused Wealth Management
New York
$240K +$11.6K +46 +5%
VF
2424
Vawter Financial
Ohio
$240K +$28K +111 +12%
BFWA
2425
Benchmark Financial Wealth Advisors
Florida
$239K +$5.04K +20 +2%