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Name Holding Trade Value Shares
Change
Change in
Stake
PK
1226
Pflug Koory
Nebraska
$288K -$11.7K -45 -4%
HR
1227
Hardy Reed
Mississippi
$287K -$2.07K -8 -0.7%
FFWM
1228
Future Financial Wealth Management
Ohio
$286K – – –
WP
1229
WealthShield Partners
North Carolina
$286K +$304K +1,171 New
GSEP
1230
Golden State Equity Partners
California
$286K -$954K -3,679 -76%
MM
1231
Meridian Management
Arkansas
$285K -$10.6K -41 -3%
IRAG
1232
Investment Research & Advisory Group
Georgia
$285K – – –
IP
1233
Intellectus Partners
California
$284K – – –
SCM
1234
Spring Capital Management
Texas
$284K +$302K +1,166 New
CAG
1235
Crestwood Advisors Group
Massachusetts
$284K +$92.8K +358 +44%
MWP
1236
Meriwether Wealth & Planning
Louisiana
$283K +$1.55K +6 +0.5%
KFA
1237
Kapstone Financial Advisors
Ohio
$283K – – –
WI
1238
Wedgewood Investors
Pennsylvania
$283K – – –
FA
1239
Fiduciary Alliance
South Carolina
$282K -$25.4K -98 -8%
RF
1240
Rossby Financial
Florida
$282K +$346K +1,333 New
PSP
1241
Pacific Sage Partners
Washington
$282K – – –
NAS
1242
NWF Advisory Services
California
$282K -$27.2K -105 -8%
OWP
1243
Obermeyer Wealth Partners
Colorado
$282K -$518 -2 -0.2%
PF
1244
Penney Financial
Texas
$281K – – –
WJWM
1245
Williams Jones Wealth Management
New York
$281K -$259K -1,000 -46%
MWM
1246
Manske Wealth Management
Texas
$280K +$778 +3 +0.3%
CSIC
1247
Clifford Swan Investment Counsel
California
$278K +$11.1K +43 +4%
GAG
1248
GM Advisory Group
New York
$277K – – –
PFW
1249
Petros Family Wealth
Minnesota
$277K -$40.2K -155 -12%
OWM
1250
Orca Wealth Management
Florida
$277K -$3.89K -15 -1%