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Name Holding Trade Value Shares
Change
Change in
Stake
BBNA
651
Bremer Bank National Association
Minnesota
$259K +$6.84K +17 +3%
PWPS
652
Pinnacle Wealth Planning Services
Ohio
$258K -$12.9K -32 -5%
AWM
653
Adams Wealth Management
Utah
$258K -$5.23K -13 -2%
BBI
654
Baxter Bros Inc
Connecticut
$258K
CT
655
Caldwell Trust
Florida
$257K
HPWM
656
Highland Private Wealth Management
Washington
$257K +$1.61K +4 +0.6%
MA
657
MUFG Americas
New York
$254K +$18.5K +46 +8%
CAW
658
Cornerstone Advisors (Washington)
Washington
$252K -$4.83K -12 -2%
9WM
659
9258 Wealth Management
Ohio
$252K
KWA
660
KCS Wealth Advisory
California
$251K
SS
661
Simplicity Solutions
Minnesota
$250K -$743K -1,848 -75%
QC
662
QCM Cayman
Texas
$248K +$241K +600 New
BBA
663
BLB&B Advisors
Pennsylvania
$247K
FMWA
664
Forvis Mazars Wealth Advisors
Missouri
$240K +$16.5K +41 +8%
CSIA
665
Charles Schwab Investment Advisory
California
$238K
NAS
666
Nicolet Advisory Services
Wisconsin
$237K
SIM
667
Sonora Investment Management
Arizona
$237K
EIP
668
Ellis Investment Partners
Pennsylvania
$236K +$2.41K +6 +1%
HCM
669
Hengehold Capital Management
Ohio
$235K
ADL
670
Asset Dedication LLC
California
$234K +$82.9K +206 +56%
FMT
671
First Mercantile Trust
Tennessee
$232K +$39.8K +99 +22%
TPCW
672
TD Private Client Wealth
New York
$230K -$39.4K -98 -15%
TAM
673
Townsend Asset Management
North Carolina
$226K
JSC
674
Jackson Square Capital
California
$226K +$136K +338 +162%
W
675
WealthStone
Ohio
$221K +$214K +533 New