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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
651
Aprio Wealth Management
Georgia
$256K +$259K +13,330 New
SW
652
SteelPeak Wealth
California
$254K +$253K +12,990 New
DWP
653
Daymark Wealth Partners
Ohio
$253K +$256K +13,158 New
AMG
654
Asset Management Group
Connecticut
$253K -$23K -1,181 -8%
BDFN
655
Bond & Devick Financial Network
Minnesota
$252K -$20.6K -1,060 -7%
HI
656
Human Investing
Oregon
$251K -$38.8K -1,994 -13%
CCA
657
Checchi Capital Advisers
California
$248K +$64.7K +3,327 +35%
FNBTCON
658
First National Bank & Trust Co of Newtown
Pennsylvania
$247K -$6.38K -328 -2%
TLFA
659
True Link Financial Advisors
California
$246K
NPT
660
Nixon Peabody Trust
Massachusetts
$246K -$14.3K -735 -5%
CP
661
Castleview Partners
Texas
$246K +$249K +12,798 New
FRA
662
Frank Rimerman Advisors
California
$244K +$31.4K +1,616 +15%
WI
663
Wedgewood Investors
Pennsylvania
$244K -$3.09K -159 -1%
SC
664
Syon Capital
California
$243K -$155K -7,977 -39%
OC
665
Oppenheimer & Co
New York
$241K -$241K -12,372 -50%
NP
666
NorthRock Partners
Minnesota
$240K -$5.13K -264 -2%
KCM
667
Kathmere Capital Management
Pennsylvania
$240K -$110K -5,650 -31%
PCA
668
Peddock Capital Advisors
Massachusetts
$239K -$165K -8,506 -41%
AAG
669
Armstrong Advisory Group
Massachusetts
$239K +$148K +7,590 +157%
CPBTD
670
Central Pacific Bank - Trust Division
Hawaii
$238K -$201K -10,319 -45%
ZIG
671
Zuckerman Investment Group
Illinois
$238K
RAG
672
RIA Advisory Group
Iowa
$238K +$56.4K +2,899 +31%
IAMOG
673
Investors Asset Management of Georgia
Georgia
$236K +$29.2K +1,500 +14%
FTWA
674
Fifth Third Wealth Advisors
Ohio
$234K -$23.4K -1,203 -9%
NSIM
675
North Star Investment Management
Illinois
$234K +$4.88K +251 +2%