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Name Holding Trade Value Shares
Change
Change in
Stake
APP
1126
Avantax Planning Partners
Iowa
$238K +$2.49K +11 +1%
CL
1127
Choreo LLC
Illinois
$238K +$229K +1,015 New
FFC
1128
First Financial Corp
Indiana
$237K
FIM
1129
Fernwood Investment Management
Massachusetts
$236K +$228K +1,007 New
CLOS
1130
Compagnie Lombard Odier SCmA
Switzerland
$235K
JBA
1131
Johnson Bixby & Associates
Washington
$235K
LCM
1132
Leisure Capital Management
California
$235K
3F
1133
360 Financial
Minnesota
$235K +$226 +1 +0.1%
HT
1134
HighTower Trust
Texas
$235K +$226K +1,000 New
TFS
1135
Thoroughbred Financial Services
Tennessee
$235K +$227K +1,004 New
BCWM
1136
Bartlett & Co Wealth Management
Ohio
$234K
BC
1137
Bartlett & Co
Ohio
$234K
SCM
1138
Schnieders Capital Management
California
$234K
CCA
1139
Cobblestone Capital Advisors
New York
$233K
CWM
1140
Curi Wealth Management
North Carolina
$233K +$452 +2 +0.2%
CWP
1141
CFM Wealth Partners
Texas
$231K -$22.4K -99 -9%
MFGM
1142
Marshall Financial Group (Maryland)
Maryland
$231K +$223K +985 New
AB
1143
Atlas Brown
Kentucky
$230K
ECM
1144
Elgethun Capital Management
South Dakota
$230K +$452 +2 +0.2%
AAM
1145
Aureus Asset Management
Massachusetts
$229K -$47.5K -210 -18%
LC
1146
LCNB Corp
Ohio
$229K
TPWA
1147
TRUE Private Wealth Advisors
Oregon
$229K +$221K +977 New
PWPS
1148
Pinnacle Wealth Planning Services
Ohio
$226K -$168K -743 -44%
UCB
1149
United Community Bank
South Carolina
$225K +$217K +960 New
GTAM
1150
Global Trust Asset Management
Florida
$225K -$3.16K -14 -1%