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Name Holding Trade Value Shares
Change
Change in
Stake
JSC
1101
Jackson Square Capital
California
$246K -$128K -914 -33%
AC
1102
ASB Consultores
Florida
$246K
SCG
1103
Sonata Capital Group
Washington
$245K
BTW
1104
Boston Trust Walden
Massachusetts
$244K
CG
1105
Clarus Group
Texas
$244K
HDIM
1106
Hanson & Doremus Investment Management
Vermont
$244K
VWA
1107
Visionary Wealth Advisors
Illinois
$244K +$979 +7 +0.4%
CWM
1108
Cornerstone Wealth Management
Missouri
$243K +$3.5K +25 +1%
CBB
1109
Citizens Business Bank
California
$242K -$2.69M -19,192 -91%
YWP
1110
YorkBridge Wealth Partners
New York
$241K -$2.94K -21 -1%
GD
1111
Grandfield & Dodd
New York
$240K
LFA
1112
Landmark Financial Advisors
Kentucky
$240K
AAP
1113
Arax Advisory Partners
Colorado
$240K +$840 +6 +0.3%
HPWM
1114
Highland Private Wealth Management
Washington
$239K -$15.3K -109 -6%
CFA
1115
CWS Financial Advisors
Michigan
$239K
HNWAG
1116
High Net Worth Advisory Group
Florida
$239K
CWM
1117
Curi Wealth Management
North Carolina
$239K +$191K +1,368 +320%
BFC
1118
Bedel Financial Consulting
Indiana
$237K +$209K +1,495 New
CRI
1119
Colonial River Investments
Virginia
$237K +$248K +1,775 New
FL
1120
Fort LP
Maryland
$236K -$269K -1,923 -52%
CA
1121
Calton & Associates
Florida
$235K -$5.6K -40 -2%
BOM
1122
Bank of Marin
California
$233K
TA
1123
Townsend & Associates
Colorado
$232K +$205K +1,466 New
PMFA
1124
Plante Moran Financial Advisors
Michigan
$231K -$11.1K -79 -4%
CPSC
1125
Carl P. Sherr & Co
Massachusetts
$231K +$243K +1,735 New