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Name Holding Trade Value Shares
Change
Change in
Stake
LL
1026
LPWM LLC
Minnesota
$354K
IFWM
1027
Institute for Wealth Management
Colorado
$351K
RWA
1028
Ropes Wealth Advisors
Massachusetts
$351K +$338K +1,495 New
PWA
1029
Phoenix Wealth Advisors
North Carolina
$349K -$76.8K -340 -19%
WSTAM
1030
Wilbanks Smith & Thomas Asset Management
Virginia
$349K -$4.07K -18 -1%
Los Angeles Capital Management
1031
Los Angeles Capital Management
California
$346K
BDFN
1032
Bond & Devick Financial Network
Minnesota
$340K -$9.95K -44 -3%
LFM
1033
LGT Fund Management
Liechtenstein
$340K +$328K +1,450 New
PHIC
1034
Pine Haven Investment Counsel
Massachusetts
$337K +$324K +1,435 New
FHB
1035
First Hawaiian Bank
Hawaii
$336K
IA
1036
Insight Advisors
Pennsylvania
$334K -$6.1K -27 -2%
ACP
1037
Aveo Capital Partners
Colorado
$333K +$1.36K +6 +0.4%
DCM
1038
Dupont Capital Management
Delaware
$331K -$306K -1,354 -49%
SIC
1039
SFE Investment Counsel
California
$330K +$5.42K +24 +2%
DJSG
1040
D.J. St. Germain
Massachusetts
$329K +$33.9K +150 +12%
HCM
1041
Hengehold Capital Management
Ohio
$327K -$57.9K -256 -15%
AAP
1042
Arax Advisory Partners
Colorado
$327K +$678 +3 +0.2%
BDF
1043
Balasa Dinverno & Foltz
$327K +$11.3K +50 +4%
BWM
1044
Blossom Wealth Management
California
$327K +$27.1K +120 +9%
MCM
1045
Manchester Capital Management
Vermont
$325K +$11.8K +52 +4%
CB
1046
Community Bank
New York
$324K -$57.4K -254 -16%
MPW
1047
Monterey Private Wealth
California
$322K
MCM
1048
Monarch Capital Management
Indiana
$320K
LPIC
1049
LeJeune Puetz Investment Counsel
Michigan
$316K
PCP
1050
Proficio Capital Partners
Massachusetts
$316K +$5.88K +26 +2%