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Name Holding Trade Value Shares
Change
Change in
Stake
BOPW
1126
Brandywine Oak Private Wealth
Pennsylvania
$240K -$33.9K -150 -13%
APP
1127
Avantax Planning Partners
Iowa
$238K +$2.49K +11 +1%
CL
1128
Choreo LLC
Illinois
$238K +$229K +1,015 New
FFC
1129
First Financial Corp
Indiana
$237K – – –
FIM
1130
Fernwood Investment Management
Massachusetts
$236K +$228K +1,007 New
CLOS
1131
Compagnie Lombard Odier SCmA
Switzerland
$235K – – –
JBA
1132
Johnson Bixby & Associates
Washington
$235K – – –
LCM
1133
Leisure Capital Management
California
$235K – – –
3F
1134
360 Financial
Minnesota
$235K +$226 +1 +0.1%
HT
1135
HighTower Trust
Texas
$235K +$226K +1,000 New
TFS
1136
Thoroughbred Financial Services
Tennessee
$235K +$227K +1,004 New
BCWM
1137
Bartlett & Co Wealth Management
Ohio
$234K – – –
BC
1138
Bartlett & Co
Ohio
$234K – – –
SCM
1139
Schnieders Capital Management
California
$234K – – –
CCA
1140
Cobblestone Capital Advisors
New York
$233K – – –
CWM
1141
Curi Wealth Management
North Carolina
$233K +$452 +2 +0.2%
CWP
1142
CFM Wealth Partners
Texas
$231K -$22.4K -99 -9%
MFGM
1143
Marshall Financial Group (Maryland)
Maryland
$231K +$223K +985 New
AB
1144
Atlas Brown
Kentucky
$230K – – –
ECM
1145
Elgethun Capital Management
South Dakota
$230K +$452 +2 +0.2%
AAM
1146
Aureus Asset Management
Massachusetts
$229K -$47.5K -210 -18%
LC
1147
LCNB Corp
Ohio
$229K – – –
TPWA
1148
TRUE Private Wealth Advisors
Oregon
$229K +$221K +977 New
PWPS
1149
Pinnacle Wealth Planning Services
Ohio
$226K -$168K -743 -44%
UCB
1150
United Community Bank
South Carolina
$225K +$217K +960 New