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Name Holding Trade Value Shares
Change
Change in
Stake
LRIA
2376
Leonard Rickey Investment Advisors
Washington
$297K +$2.98K +13 +1%
OWP
2377
Obermeyer Wealth Partners
Colorado
$297K +$272K +1,187 New
TFA
2378
Transamerica Financial Advisors
Florida
$295K +$269K +1,174 New
DW
2379
Domani Wealth
Pennsylvania
$294K -$228K -994 -46%
CMBA
2380
C.M. Bidwell & Associates
Hawaii
$294K -$158K -689 -37%
BSAM
2381
Blue Square Asset Management
New York
$293K
OC
2382
Oakmont Corp
California
$293K
VST
2383
Van Strum & Towne
California
$292K
DBIA
2384
Dumont & Blake Investment Advisors
New Jersey
$291K -$11.4K -50 -4%
PEA
2385
Pacific Edge Advisors
California
$290K -$30.9K -135 -10%
CAN
2386
Claraphi Advisory Network
United States
$290K -$9.16K -40 -3%
FFG
2387
Fortem Financial Group
California
$290K
PGA
2388
Portland Global Advisors
Maine
$290K
LWMM
2389
Legacy Wealth Management (Mississippi)
Mississippi
$289K +$264K +1,154 New
TP
2390
Truvvo Partners
New York
$289K -$133K -580 -33%
UCI
2391
Uncommon Cents Investing
Wisconsin
$289K -$11.4K -50 -4%
PFA
2392
Plotkin Financial Advisors
Maryland
$289K -$61.6K -269 -19%
DIS
2393
Diversified Investment Strategies
Louisiana
$288K
GBA
2394
Garrison Bradford & Associates
New York
$288K
CWM
2395
Campbell Wealth Management
Virginia
$288K +$12.6K +55 +5%
SEIA
2396
Signature Estate & Investment Advisors
California
$287K +$261K +1,142 New
CPIA
2397
Cornell Pochily Investment Advisors
New York
$286K
SC
2398
Slow Capital
California
$286K +$261K +1,142 New
MIAS
2399
Mason Investment Advisory Services
Virginia
$286K -$4.35K -19 -2%
CFA
2400
Capstone Financial Advisors
Illinois
$283K