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Name Holding Trade Value Shares
Change
Change in
Stake
AIM
2726
AHL Investment Management
Florida
$214K +$2.26K +21 +1%
BOM
2727
Bank of Marin
California
$213K – – –
PAA
2728
Peregrine Asset Advisers
Oregon
$213K -$75.7K -704 -25%
RCP
2729
Rothschild Capital Partners
New York
$213K -$59.1K -550 -20%
RWPA
2730
Richard W. Paul & Associates
Michigan
$213K +$93.7K +872 +68%
CWMS
2731
Cannon Wealth Management Services
North Carolina
$213K -$21.2K -197 -9%
RP
2732
Rice Partnership
Hawaii
$211K -$204K -1,898 -47%
PCM
2733
Prelude Capital Management
New York
$211K -$1.17M -10,860 -84%
AIMA
2734
Ables Iannone Moore & Associates
Georgia
$211K -$1.07K -10 -0.5%
Betterment LLC
2735
Betterment LLC
New York
$211K +$107 +1 +0%
IIM
2736
InTrack Investment Management
Vermont
$211K +$5.37K +50 +2%
FC
2737
Financial Council
Maryland
$210K – – –
CIC
2738
Chilton Investment Company
Connecticut
$210K +$229K +2,127 New
WIA
2739
Westbourne Investment Advisors
Maryland
$210K -$125K -1,164 -35%
PSIWM
2740
Paradigm Strategies in Wealth Management
Minnesota
$210K -$322 -3 -0.1%
GF
2741
Gries Financial
Ohio
$210K +$228K +2,124 New
TF
2742
Tenon Financial
New Jersey
$210K – – –
BFG
2743
Birch Financial Group
New Hampshire
$210K +$28.3K +263 +14%
1WM
2744
1900 Wealth Management
Texas
$209K +$430 +4 +0.2%
TFF
2745
The Family Firm
Maryland
$209K +$537 +5 +0.2%
HIW
2746
Holos Integrated Wealth
Pennsylvania
$208K – – –
JCM
2747
Jacobsen Capital Management
Utah
$207K +$7.2K +67 +3%
PMIA
2748
Patrick Mauro Investment Advisor
Illinois
$207K – – –
NF
2749
Nvest Financial
New Hampshire
$207K +$226K +2,100 New
WIP
2750
WealthCare Investment Partners
Rhode Island
$207K +$645 +6 +0.2%