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Name Holding Trade Value Shares
Change
Change in
Stake
PWPS
1351
Pinnacle Wealth Planning Services
Ohio
$225K -$79.7K -339 -26%
PMG
1352
ProVise Management Group
Florida
$225K
WP
1353
WealthShield Partners
North Carolina
$225K +$227K +967 New
LGF
1354
LGT Group Foundation
Liechtenstein
$224K -$24K -102 -9%
RW
1355
Rede Wealth
Virginia
$224K
WTB
1356
Washington Trust Bank
Washington
$224K +$19.3K +82 +9%
TPA
1357
Trivium Point Advisory
Connecticut
$223K -$4.7K -20 -2%
GPA
1358
Garrison Point Advisors
California
$222K
BCM
1359
Buckhead Capital Management
Georgia
$222K +$2.12K +9 +0.9%
KCM
1360
KRS Capital Management
Michigan
$221K
FNBOSM
1361
First National Bank of South Miami
Florida
$221K +$37.6K +160 +20%
RWM
1362
Ritholtz Wealth Management
New York
$220K -$19K -81 -8%
FFWM
1363
Future Financial Wealth Management
Ohio
$216K +$2.35K +10 +1%
FMTC
1364
Farmers & Merchants Trust Company
California
$215K +$940 +4 +0.4%
RB
1365
Renasant Bank
Mississippi
$215K +$218K +929 New
AIA
1366
Angeles Investment Advisors
California
$214K -$28.4K -121 -12%
BAM
1367
Bellevue Asset Management
Washington
$214K -$2.35K -10 -1%
BAM
1368
Bosun Asset Management
Illinois
$214K +$218K +927 New
EWM
1369
Executive Wealth Management
Michigan
$213K +$217K +923 New
OWP
1370
Obermeyer Wealth Partners
Colorado
$212K
AI
1371
Accredited Investors
Minnesota
$212K +$26.1K +111 +14%
CFG
1372
Cooper Financial Group
California
$211K +$215K +913 New
CPO
1373
Cerity Partners OCIO
New York
$210K -$12K -51 -5%
WWM
1374
Western Wealth Management
Colorado
$209K +$212K +904 New
QCM
1375
Quantinno Capital Management
New York
$209K +$213K +905 New