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Name Holding Trade Value Shares
Change
Change in
Stake
IF
1301
Integrity Financial
Wyoming
$232K +$3.02K +12 +1%
PW
1302
PUREfi Wealth
Massachusetts
$231K
KWM
1303
KFG Wealth Management
Indiana
$231K -$31.5K -125 -12%
BOM
1304
Bank of Marin
California
$231K
FNBT
1305
FineMark National Bank & Trust
Florida
$231K +$229K +910 New
PA
1306
PFG Advisors
Arizona
$230K +$228K +906 New
AT
1307
Avalon Trust
New Mexico
$229K
AIA
1308
Allied Investment Advisors
Montana
$229K
AAS
1309
Annex Advisory Services
Wisconsin
$229K +$2.52K +10 +1%
PWM
1310
Palumbo Wealth Management
New York
$229K +$10.8K +43 +5%
FA
1311
Fiduciary Alliance
South Carolina
$229K
HI
1312
Harbour Investments
Wisconsin
$228K -$18.4K -73 -7%
BOTPPF
1313
Board of the Pension Protection Fund
United Kingdom
$228K -$555K -2,200 -71%
CFG
1314
Carr Financial Group
Massachusetts
$227K -$380K -1,507 -63%
CCFM
1315
Clear Creek Financial Management
Washington
$227K +$226K +896 New
HCP
1316
Hamilton Capital Partners
Georgia
$227K
CFP
1317
Catalyst Financial Partners
Massachusetts
$225K +$224K +888 New
CAM
1318
Creekmur Asset Management
Illinois
$225K +$214K +849 +2,177%
MIP
1319
Marietta Investment Partners
Wisconsin
$225K +$224K +887 New
FMTC
1320
Farmers & Merchants Trust Company
California
$225K +$224K +887 New
WFAG
1321
Wescott Financial Advisory Group
Pennsylvania
$224K +$3.53K +14 +2%
LAM
1322
Longboard Asset Management
Arizona
$224K
CCA
1323
Cobblestone Capital Advisors
New York
$223K +$222K +880 New
PIA
1324
Perennial Investment Advisors
California
$222K +$221K +875 New
EH
1325
Equitable Holdings
New York
$221K -$27.2K -108 -11%