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Name Holding Trade Value Shares
Change
Change in
Stake
BIP
951
Blueprint Investment Partners
North Carolina
$272K +$256K +1,645 New
XF
952
XML Financial
Maryland
$272K -$3.9K -25 -1%
SIM
953
Sentry Investment Management
Wisconsin
$268K -$1.4K -9 -0.6%
MA
954
Montag & Associates
Georgia
$268K
CWC
955
Carolinas Wealth Consulting
North Carolina
$267K +$3.12K +20 +1%
SSW
956
Smith Shellnut Wilson
Mississippi
$267K
FIA
957
Foundations Investment Advisors
Arizona
$266K -$39.4K -253 -14%
WP
958
WMS Partners
Maryland
$266K -$20.3K -130 -7%
SA
959
SL Advisors
New Jersey
$265K -$20.9K -134 -8%
SIC
960
Salem Investment Counselors
North Carolina
$265K -$45.2K -290 -15%
HCM
961
Highview Capital Management
Illinois
$264K
IP
962
Isthmus Partners
Wisconsin
$264K
PWP
963
Perfromance Wealth Partners
Illinois
$262K +$247K +1,583 New
FWP
964
FAS Wealth Partners
Kansas
$262K -$623 -4 -0.3%
SIC
965
SFE Investment Counsel
California
$261K
SWM
966
SeaCrest Wealth Management
New York
$260K -$3.74K -24 -2%
HI
967
Horizon Investments
North Carolina
$260K -$154K -987 -39%
TCBWMS
968
Texas Capital Bank Wealth Management Services
Texas
$260K
AWM
969
Aries Wealth Management
Maine
$259K
SCM
970
Shelton Capital Management
Colorado
$259K
JAG
971
Journey Advisory Group
Kentucky
$258K
BSC
972
Brown Shipley & Co
United Kingdom
$258K +$243K +1,558 New
ACM
973
AUA Capital Management
Pennsylvania
$258K
AL
974
Aspiriant LLC
California
$257K
NP
975
NorthRock Partners
Minnesota
$256K +$8.41K +54 +4%