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Name Holding Trade Value Shares
Change
Change in
Stake
TWP
651
Tempus Wealth Planning
California
$225K -$4.68K -113 -2%
FFM
652
Forum Financial Management
Illinois
$223K +$223K +5,377 New
FBB
653
Fulton Breakefield Broenniman
Maryland
$222K +$222K +5,357 New
AP
654
Appleton Partners
Massachusetts
$222K -$255K -6,164 -53%
OPCM
655
Osborne Partners Capital Management
California
$218K +$217K +5,250 New
CA
656
Clearstead Advisors
Ohio
$215K -$1.49K -36 -0.7%
CA
657
Centerpoint Advisors
Massachusetts
$214K – – –
WSTAM
658
Wilbanks Smith & Thomas Asset Management
Virginia
$213K -$61.2K -1,478 -22%
MHS
659
M Holdings Securities
Oregon
$213K +$211K +5,095 New
VAS
660
Vestmark Advisory Solutions
Massachusetts
$211K +$210K +5,078 New
PFS
661
Prospera Financial Services
Texas
$211K +$210K +5,077 New
NHC
662
Nicholas Hoffman & Company
Georgia
$209K +$209K +5,035 New
WF
663
Welch & Forbes
Massachusetts
$208K -$137K -3,300 -40%
SWP
664
Stratos Wealth Partners
Ohio
$206K +$206K +4,976 New
PA
665
Pinnacle Associates
New York
$206K +$206K +4,973 New
VanEck Associates
666
VanEck Associates
New York
$206K +$206K +4,979 New
SCM
667
Stevens Capital Management
Pennsylvania
$205K +$205K +4,941 New
CI
668
Conning Inc
Connecticut
$205K +$205K +4,939 New
GBT
669
Grove Bank & Trust
Florida
$204K +$204K +4,919 New
WTB
670
Washington Trust Bank
Washington
$203K +$202K +4,884 New
FTC
671
Farmers Trust Company
Ohio
$203K +$203K +4,898 New
ACM
672
Advisors Capital Management
New Jersey
$202K -$28.4K -686 -12%
CFG
673
Cooper Financial Group
California
$202K +$202K +4,869 New
AIM
674
Anchor Investment Management
South Carolina
$199K -$1.86K -45 -0.9%
SSG
675
Summit Securities Group
New York
$199K -$182K -4,405 -48%