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Name Holding Trade Value Shares
Change
Change in
Stake
FSA
1251
Franklin Street Advisors
North Carolina
$237K – – –
WWM
1252
Windsor Wealth Management
Indiana
$237K +$29K +107 +11%
AWE
1253
Avidian Wealth Enterprises
Texas
$237K +$37.7K +139 +15%
Fisher Asset Management
1254
Fisher Asset Management
Washington
$236K -$37.5K -138 -11%
FA
1255
Faithward Advisors
Pennsylvania
$236K -$22.5K -83 -7%
BI
1256
Ballast Inc
Kentucky
$236K – – –
GDP
1257
Great Diamond Partners
Maine
$236K +$4.88K +18 +2%
MFW
1258
Meristem Family Wealth
Minnesota
$236K +$89.6K +330 +44%
HA
1259
Harbor Advisors
Florida
$235K – – –
OIS
1260
Okabena Investment Services
Minnesota
$235K – – –
TCM
1261
Tradewinds Capital Management
Washington
$235K +$17.9K +66 +7%
GG
1262
Gofen & Glossberg
Illinois
$234K -$74.6K -275 -21%
RAM
1263
Redmond Asset Management
Virginia
$234K – – –
BTWM
1264
Baker Tilly Wealth Management
Wisconsin
$230K – – –
DCM
1265
Donaldson Capital Management
Indiana
$230K – – –
PMFA
1266
Plante Moran Financial Advisors
Michigan
$230K – – –
LF
1267
Lee Financial
Texas
$230K +$2.71K +10 +1%
PI
1268
Putnam Investments
Massachusetts
$229K -$13.2M -48,719 -98%
MGIA
1269
Moneta Group Investment Advisors
Missouri
$229K +$17.6K +65 +7%
BC
1270
Burleson & Co
California
$228K – – –
WP
1271
WMS Partners
Maryland
$228K – – –
TFF
1272
The Family Firm
Maryland
$228K +$271 +1 +0.1%
GAG
1273
GM Advisory Group
New York
$228K +$6.51K +24 +2%
BFC
1274
Bedel Financial Consulting
Indiana
$227K +$271 +1 +0.1%
IIM
1275
InTrack Investment Management
Vermont
$226K +$261K +960 New