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Name Holding Trade Value Shares
Change
Change in
Stake
BC
1101
Bartlett & Co
Ohio
$228K -$10K -46 -4%
HG
1102
Harbor Group
New Hampshire
$228K – – –
CWP
1103
CFM Wealth Partners
Texas
$227K -$3.69K -17 -2%
B
1104
Bellecapital
Switzerland
$227K – – –
MW
1105
Marcum Wealth
Ohio
$227K +$2.61K +12 +1%
LNC
1106
Lincoln National Corp
Pennsylvania
$225K +$23.7K +109 +11%
FNT
1107
First Nebraska Trust
Nebraska
$225K – – –
ER
1108
Enlightenment Research
Florida
$223K +$236K +1,084 New
Cohen & Steers
1109
Cohen & Steers
New York
$222K – – –
NFG
1110
Nadler Financial Group
Illinois
$222K +$1.09K +5 +0.5%
FMTC
1111
Farmers & Merchants Trust Company
California
$221K – – –
JBA
1112
Johnson Bixby & Associates
Washington
$219K – – –
SICM
1113
Sustainable Insight Capital Management
New York
$217K – – –
SS
1114
Sunbelt Securities
Texas
$217K +$9.56K +44 +5%
IC
1115
Intersect Capital
California
$217K +$12.6K +58 +6%
TIA
1116
Tiemann Investment Advisors
California
$215K +$16.3K +75 +8%
BWM
1117
Blossom Wealth Management
California
$215K +$227K +1,044 New
BOPW
1118
Brandywine Oak Private Wealth
Pennsylvania
$211K +$223K +1,027 New
CCA
1119
Cobblestone Capital Advisors
New York
$210K +$2.17K +10 +1%
BIP
1120
Blueprint Investment Partners
North Carolina
$209K -$31.1K -143 -12%
FFC
1121
First Financial Corp
Indiana
$209K – – –
IA
1122
IFG Advisory
Georgia
$208K -$84.3K -388 -28%
3F
1123
360 Financial
Minnesota
$206K – – –
CLOS
1124
Compagnie Lombard Odier SCmA
Switzerland
$206K – – –
LCM
1125
Leisure Capital Management
California
$206K – – –