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Name Holding Trade Value Shares
Change
Change in
Stake
MSR
2226
Main Street Research
Connecticut
$570K -$19.6K -383 -3%
SWM
2227
Seed Wealth Management
Illinois
$569K – – –
ME
2228
McIlrath & Eck
Washington
$569K +$12K +235 +2%
CAM
2229
Chesapeake Asset Management
New York
$568K -$112K -2,199 -16%
NQWM
2230
Northwest Quadrant Wealth Management
Oregon
$566K +$2.81K +55 +0.5%
VEA
2231
Virtus ETF Advisers
New York
$566K -$153K -2,995 -21%
RIM
2232
Redwood Investment Management
Arizona
$564K +$570K +11,165 New
KFS
2233
Kurt F. Somerville
$563K – – –
AIM
2234
Acropolis Investment Management
Missouri
$562K -$1.48K -29 -0.3%
MSA
2235
Marino Stram & Associates
Massachusetts
$562K -$3.68K -72 -0.6%
USB
2236
Union Savings Bank
Connecticut
$561K – – –
IWA
2237
Invera Wealth Advisors
Oregon
$561K +$568K +11,108 New
CAL
2238
Capital Advisors Ltd
Ohio
$561K -$1.38K -27 -0.2%
VC
2239
Vicus Capital
Pennsylvania
$559K -$220K -4,300 -28%
QPWM
2240
Quadrant Private Wealth Management
Pennsylvania
$558K +$4.19K +82 +0.7%
ML
2241
McAdam LLC
Pennsylvania
$556K -$2.2K -43 -0.4%
CG
2242
Clarus Group
Texas
$556K +$25.9K +506 +5%
HSWM
2243
Hubbell Strickland Wealth Management
Louisiana
$555K -$28.9K -565 -5%
WC
2244
Waterloo Capital
Texas
$554K +$561K +10,973 New
SC
2245
SRB Corp
Massachusetts
$552K +$127K +2,485 +29%
IP
2246
Ignite Planners
California
$552K -$242K -4,729 -30%
PA
2247
Parkside Advisors
California
$552K +$255 +5 +0%
FDS
2248
First Dallas Securities
Texas
$550K +$557K +10,892 New
TCI Wealth Advisors
2249
TCI Wealth Advisors
Arizona
$549K -$18.7K -366 -3%
TIM
2250
Tortoise Investment Management
New York
$549K -$511 -10 -0.1%