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