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Name Holding Trade Value Shares
Change
Change in
Stake
BJL
901
Brighton Jones LLC
Washington
$276K -$70K -1,356 -21%
QCG
902
Quadrant Capital Group
Ohio
$276K -$6.92K -134 -3%
SC
903
Saybrook Capital
North Carolina
$276K
CT
904
Chicago Trust
Illinois
$274K -$3.36K -65 -1%
SWRP
905
Summit Wealth & Retirement Planning
California
$274K
BSA
906
Bull Street Advisors
Georgia
$272K -$7.69K -149 -3%
MG
907
Mather Group
Illinois
$270K +$251K +4,866 New
EIA
908
Edgemoor Investment Advisors
Maryland
$267K -$23.6K -458 -9%
BB
909
Busey Bank
Illinois
$266K -$4.18K -81 -2%
FTC
910
Farmers Trust Company
Ohio
$266K
RG
911
Rikoon Group
New Mexico
$266K +$103 +2 +0%
APP
912
Avantax Planning Partners
Iowa
$265K -$128K -2,477 -34%
BBA
913
BLB&B Advisors
Pennsylvania
$265K -$15.8K -306 -6%
FHB
914
First Hawaiian Bank
Hawaii
$265K +$18.7K +362 +8%
AWM
915
Altavista Wealth Management
North Carolina
$264K
MPAM
916
Murphy Pohlad Asset Management
Minnesota
$263K
HVIA
917
Hudson Valley Investment Advisors
New York
$261K +$4.75K +92 +2%
AWM
918
Affinity Wealth Management
Delaware
$260K -$17.9K -346 -7%
XS
919
XR Securities
Illinois
$260K +$242K +4,686 New
TI
920
Tidal Investments
Wisconsin
$258K +$240K +4,656 New
VDI
921
Vaughan David Investments
Illinois
$257K -$1.29K -25 -0.5%
AOWM
922
Alpha Omega Wealth Management
Virginia
$257K -$929 -18 -0.4%
JMFC
923
J.M. Forbes & Co
Massachusetts
$256K
FF
924
FourThought Financial
Florida
$256K +$239K +4,627 New
BAM
925
Barrett Asset Management
New York
$255K -$180K -3,496 -43%