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Name Holding Trade Value Shares
Change
Change in
Stake
EWA
826
Exencial Wealth Advisors
Oklahoma
$271K -$191K -379 -38%
BFS
827
Bard Financial Services
Connecticut
$268K
LIA
828
LBMC Investment Advisors
Tennessee
$268K
SCM
829
Schnieders Capital Management
California
$268K
PWMAG
830
Pinnacle Wealth Management Advisory Group
New Jersey
$267K -$53.9K -107 -15%
KI
831
Kapitalo Investimentos
Brazil
$267K +$301K +598 New
AWM
832
Avior Wealth Management
Nebraska
$265K -$34.7K -69 -10%
HAS
833
HBW Advisory Services
California
$262K +$43.8K +87 +18%
PP
834
PDS Planning
Ohio
$262K +$47.8K +95 +19%
WTC
835
WhitTier Trust Company
Nevada
$261K
RPCONE
836
Retirement Planning Company of New England
Rhode Island
$260K +$68K +135 +30%
BBA
837
BLB&B Advisors
Pennsylvania
$259K -$1.51K -3 -0.5%
BFEC
838
Benjamin F. Edwards & Company
Missouri
$259K +$27.7K +55 +10%
WSTAM
839
Wilbanks Smith & Thomas Asset Management
Virginia
$258K -$92.6K -184 -24%
CSIA
840
Charles Schwab Investment Advisory
California
$258K
IPW
841
Impact Partnership Wealth
Georgia
$257K +$289K +574 New
DCM
842
DGS Capital Management
New Jersey
$256K -$12.1K -24 -4%
KWA
843
KCS Wealth Advisory
California
$255K
DCM
844
Donaldson Capital Management
Indiana
$255K
CWM
845
Compass Wealth Management
Connecticut
$254K -$22.7K -45 -7%
MAG
846
MRA Advisory Group
New Jersey
$254K -$24.2K -48 -8%
SWA
847
SFMG Wealth Advisors
Texas
$254K -$2.01K -4 -0.7%
PTC
848
Private Trust Company
Ohio
$253K +$22.7K +45 +9%
EWA
849
EverSource Wealth Advisors
Alabama
$252K -$193K -384 -41%
CQS
850
Credential Qtrade Securities
$252K -$154K -306 -35%