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Name Holding Trade Value Shares
Change
Change in
Stake
HFM
1276
Harvest Fund Management
China
$273K -$6.85K -26 -3%
OPCM
1277
Osborne Partners Capital Management
California
$272K +$26.3K +100 +11%
CAAS
1278
Capital Asset Advisory Services
Michigan
$272K +$50.8K +193 +25%
CA
1279
Claro Advisors
Massachusetts
$272K -$14.2K -54 -5%
PIA
1280
Perennial Investment Advisors
California
$272K +$1.58K +6 +0.6%
WAP
1281
Wealthcare Advisory Partners
Pennsylvania
$272K -$221K -839 -46%
CWM
1282
Circle Wealth Management
New Jersey
$272K -$527 -2 -0.2%
DWM
1283
Drive Wealth Management
Utah
$270K -$25.3K -96 -9%
CWG
1284
Cornerstone Wealth Group
North Carolina
$270K -$53.2K -202 -17%
BFP
1285
Beacon Financial Planning
Massachusetts
$270K +$263 +1 +0.1%
ACM
1286
Arcataur Capital Management
Wisconsin
$268K
FCM
1287
Family Capital Management
Michigan
$267K +$24.2K +92 +11%
VWM
1288
Venturi Wealth Management
Texas
$267K -$144K -548 -36%
FIA
1289
Foundations Investment Advisors
Arizona
$267K +$40.6K +154 +19%
SBCM
1290
Silverberg Bernstein Capital Management
New York
$267K
PB
1291
Pinnacle Bancorp
Nebraska
$266K -$32.9K -125 -12%
FA
1292
Fiduciary Alliance
South Carolina
$265K -$64K -243 -20%
AA
1293
Advisory Advocates
Michigan
$265K -$20.3K -77 -7%
SIA
1294
Soltis Investment Advisors
Utah
$264K -$8.16K -31 -3%
AU
1295
AlphaGrep UK
$264K -$132K -503 -35%
TF
1296
Tompkins Financial
New York
$264K
3IP
1297
3Chopt Investment Partners
Virginia
$264K +$14K +53 +6%
FMTC
1298
Farmers & Merchants Trust Company
California
$263K
WPP
1299
Whalerock Point Partners
Rhode Island
$263K
CCG
1300
Cypress Capital Group
Florida
$262K -$5.27K -20 -2%