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Name Holding Trade Value Shares
Change
Change in
Stake
BBL
3451
Beck Bode LLC
Massachusetts
$246K +$222K +608 New
DF
3452
Dunhill Financial
United Kingdom
$246K +$40.1K +110 +22%
SHIM
3453
Stone House Investment Management
Pennsylvania
$246K +$365 +1 +0.2%
HG
3454
Harbor Group
New Hampshire
$246K -$365 -1 -0.2%
APIM
3455
Agate Pass Investment Management
Washington
$246K
VCP
3456
Vista Capital Partners
Oregon
$246K +$2.55K +7 +1%
RJTCONH
3457
Raymond James Trust Company of New Hampshire
New Hampshire
$246K +$2.19K +6 +1%
DWA
3458
Delap Wealth Advisory
Oregon
$246K -$84.3K -231 -28%
HGWM
3459
Horst & Graben Wealth Management
Oregon
$245K -$4.38K -12 -2%
LHWM
3460
Lake Hills Wealth Management
Texas
$245K -$47.4K -130 -18%
AC
3461
AWM Capital
Arizona
$244K -$19.7K -54 -8%
EF
3462
Exeter Financial
Arizona
$244K -$8.02K -22 -4%
SGWM
3463
Sterling Group Wealth Management
California
$244K -$47.1K -129 -18%
WAG
3464
Windsor Advisory Group
Ohio
$243K +$219K +600 New
RWA
3465
Rooted Wealth Advisors
Illinois
$243K +$217K +595 New
B
3466
Bensler
Washington
$243K -$4.34M -11,899 -95%
ACA
3467
Ackerman Capital Advisors
Texas
$242K
AIA
3468
Alternative Investment Advisors
Florida
$242K +$218K +597 New
APS
3469
American Planning Services
Florida
$242K
WFA
3470
WestHill Financial Advisors
California
$242K +$365 +1 +0.2%
GJIA
3471
Glass Jacobson Investment Advisors
Maryland
$241K
VAMG
3472
Voisard Asset Management Group
Michigan
$240K +$6.2K +17 +3%
SC
3473
Swan Capital
Florida
$240K -$5.47K -15 -2%
TIM
3474
Total Investment Management
Arizona
$239K -$27K -74 -11%
SICM
3475
Sustainable Insight Capital Management
New York
$239K