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Name Holding Trade Value Shares
Change
Change in
Stake
SFP
1026
Sweet Financial Partners
Minnesota
$279K +$281K +4,926 New
AIM
1027
Anchor Investment Management
South Carolina
$277K -$13.5K -236 -5%
4WM
1028
44 Wealth Management
Oregon
$276K -$23.6K -414 -8%
Bartlett & Co Wealth Management
1029
Bartlett & Co Wealth Management
Ohio
$275K +$129K +2,262 +87%
Bartlett & Co
1030
Bartlett & Co
Ohio
$275K +$129K +2,262 +87%
ICM
1031
Ionic Capital Management
New York
$275K +$277K +4,851 New
PWPS
1032
Pinnacle Wealth Planning Services
Ohio
$274K -$44.2K -775 -14%
Bridges Investment Management
1033
Bridges Investment Management
Nebraska
$274K -$9.01K -158 -3%
ZWJ Investment Counsel
1034
ZWJ Investment Counsel
Georgia
$274K -$1.2K -21 -0.4%
OIM
1035
Orca Investment Management
Oregon
$273K -$49.3K -865 -15%
SB
1036
Simmons Bank
Arkansas
$273K -$5.19K -91 -2%
EIA
1037
Edgemoor Investment Advisors
Maryland
$272K – – –
LC
1038
Lindbrook Capital
California
$272K +$80.8K +1,418 +42%
Great Valley Advisor Group
1039
Great Valley Advisor Group
Delaware
$271K -$18.5K -325 -6%
BSA
1040
Bull Street Advisors
Georgia
$271K -$7.3K -128 -3%
BFO
1041
Boston Family Office
Massachusetts
$271K +$4.62K +81 +2%
I
1042
INVST
Indiana
$270K -$63.3K -1,110 -20%
Quadrant Capital Group
1043
Quadrant Capital Group
Ohio
$269K -$45K -790 -14%
AOWM
1044
Alpha Omega Wealth Management
Virginia
$269K +$1.43K +25 +0.6%
AC
1045
ASB Consultores
Florida
$269K +$271K +4,748 New
KWMG
1046
King Wealth Management Group
Florida
$268K – – –
HVIA
1047
Hudson Valley Investment Advisors
New York
$268K +$26.6K +467 +11%
HCM
1048
Howland Capital Management
Massachusetts
$265K -$646K -11,329 -71%
AWM
1049
Altavista Wealth Management
North Carolina
$265K – – –
NDSI
1050
Newman Dignan & Sheerar Inc
Rhode Island
$265K – – –