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Name Holding Trade Value Shares
Change
Change in
Stake
MCM
1151
Manchester Capital Management
Vermont
$284K +$8.07K +33 +3%
LFA
1152
Legacy Financial Advisors
Kentucky
$284K +$21K +86 +8%
AP
1153
Atwood & Palmer
Missouri
$284K – – –
MWM
1154
Mattern Wealth Management
Kansas
$283K – – –
HG
1155
Harbor Group
New Hampshire
$283K – – –
PCA
1156
Pallas Capital Advisors
Massachusetts
$282K +$269K +1,101 New
TW
1157
Transform Wealth
Colorado
$282K – – –
BA
1158
Bridgewater Associates
Connecticut
$282K -$139K -570 -34%
B
1159
Bellecapital
Switzerland
$281K – – –
CB
1160
Community Bank
New York
$281K – – –
IFWM
1161
Institute for Wealth Management
Colorado
$279K – – –
SWP
1162
Summit Wealth Partners
Florida
$279K – – –
FNT
1163
First Nebraska Trust
Nebraska
$278K – – –
LC
1164
Lindbrook Capital
California
$277K -$2.69K -11 -1%
TAM
1165
Tealwood Asset Management
Minnesota
$277K – – –
VA
1166
Valmark Advisers
Ohio
$271K +$260K +1,063 New
FFM
1167
Forum Financial Management
Illinois
$271K +$734 +3 +0.3%
ACM
1168
Arcataur Capital Management
Wisconsin
$270K -$489 -2 -0.2%
HI
1169
Harbour Investments
Wisconsin
$269K +$6.36K +26 +3%
SI
1170
Seeds Investor
New York
$269K +$2.94K +12 +1%
GL
1171
Gerber LLC
Ohio
$268K – – –
SIM
1172
Stratos Investment Management
Ohio
$268K +$44.8K +183 +21%
CA
1173
CoreCap Advisors
Michigan
$268K +$257K +1,049 New
CF
1174
Centaurus Financial
California
$267K +$38.2K +156 +18%
HHRDM
1175
H&H Retirement Design & Management
Nevada
$266K -$22.5K -92 -8%