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Name Holding Trade Value Shares
Change
Change in
Stake
OPA
1126
Old Port Advisors
Maine
$266K -$10.4K -45 -4%
AP
1127
Atwood & Palmer
Missouri
$264K -$20.3K -88 -7%
MWM
1128
Mattern Wealth Management
Kansas
$264K +$3.47K +15 +1%
HG
1129
Harbor Group
New Hampshire
$264K – – –
TSS
1130
Two Sigma Securities
New York
$263K +$256K +1,107 New
TIA
1131
Tandem Investment Advisors
South Carolina
$263K +$1.62K +7 +0.6%
TW
1132
Transform Wealth
Colorado
$263K -$3.23K -14 -1%
B
1133
Bellecapital
Switzerland
$262K – – –
CB
1134
Community Bank
New York
$262K – – –
LC
1135
Lindbrook Capital
California
$261K +$22.6K +98 +10%
SPI
1136
Sutton Place Investors
New York
$261K +$2.54K +11 +1%
BWP
1137
BSW Wealth Partners
Colorado
$261K +$25.4K +110 +11%
IFWM
1138
Institute for Wealth Management
Colorado
$260K +$1.39K +6 +0.6%
SWP
1139
Summit Wealth Partners
Florida
$260K – – –
FNT
1140
First Nebraska Trust
Nebraska
$259K – – –
TAM
1141
Tealwood Asset Management
Minnesota
$258K – – –
MCM
1142
Manchester Capital Management
Vermont
$257K -$180K -777 -42%
SPA
1143
Sherbrooke Park Advisers
New York
$256K +$249K +1,077 New
ACM
1144
Arcataur Capital Management
Wisconsin
$252K – – –
FFM
1145
Forum Financial Management
Illinois
$252K +$1.16K +5 +0.5%
UCB
1146
United Community Bank
South Carolina
$251K +$2.31K +10 +1%
CWP
1147
Capital Wealth Planning
Florida
$251K +$244K +1,054 New
RIA
1148
Realta Investment Advisors
Delaware
$250K +$231 +1 +0.1%
GL
1149
Gerber LLC
Ohio
$250K – – –
SI
1150
Seeds Investor
New York
$248K +$8.55K +37 +4%