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Name Holding Trade Value Shares
Change
Change in
Stake
SGC
1251
Slocum, Gordon & Co
Rhode Island
$213K – – –
9WM
1252
9258 Wealth Management
Ohio
$212K +$203K +831 New
CFP
1253
Catalyst Financial Partners
Massachusetts
$212K -$9.05K -37 -4%
I
1254
IMPACTfolio
Colorado
$210K +$202K +824 New
CC
1255
Cadinha & Co
Hawaii
$209K +$200K +817 New
PWM
1256
Palumbo Wealth Management
New York
$209K +$200K +817 New
WFAG
1257
Wescott Financial Advisory Group
Pennsylvania
$208K +$200K +816 New
CIA
1258
Capital Investment Advisors
Georgia
$208K +$200K +816 New
TCA
1259
Transcend Capital Advisors
New Jersey
$208K +$199K +814 New
IWA
1260
IVC Wealth Advisors
Pennsylvania
$208K +$199K +814 New
BCWM
1261
Bartlett & Co Wealth Management
Ohio
$208K – – –
FFA
1262
First Foundation Advisors
California
$207K +$2.45K +10 +1%
PA
1263
Probity Advisors
Texas
$207K +$198K +810 New
QPBE
1264
Quintet Private Bank (Europe)
Luxembourg
$206K +$23.7K +97 +14%
FMTC
1265
Farmers & Merchants Trust Company
California
$205K +$196K +803 New
NB
1266
Nicolet Bankshares
Wisconsin
$205K +$196K +801 New
PPG
1267
Peak Planning Group
Colorado
$204K +$196K +800 New
AA
1268
Alta Advisers
United Kingdom
$204K – – –
TIA
1269
Tiemann Investment Advisors
California
$204K +$196K +800 New
DS
1270
DRW Securities
Illinois
$204K -$121K -495 -38%
KFI
1271
Key Financial Inc
Pennsylvania
$204K – – –
LF
1272
Lantz Financial
Illinois
$204K +$195K +798 New
BCFD
1273
Boit C.F. David
$203K – – –
HA
1274
Harfst & Associates
Wyoming
$203K -$108K -440 -36%
WA1
1275
Wimmer Associates 1
California
$203K +$194K +795 New