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Name Holding Trade Value Shares
Change
Change in
Stake
PA
2076
PSI Advisors
Florida
$262K +$142 +1 +0.1%
PCIG
2077
Partners Capital Investment Group
Massachusetts
$260K +$264K +1,853 New
RP
2078
Rice Partnership
Hawaii
$259K -$39.4K -277 -13%
CFS
2079
Commonwealth Financial Services
West Virginia
$259K +$262K +1,843 New
PCI
2080
Planning Center Inc
Illinois
$257K -$4.41K -31 -2%
SMA
2081
Seven Mile Advisory
New Jersey
$257K -$1.99K -14 -0.8%
CWA
2082
CM Wealth Advisors
Ohio
$256K +$239K +1,683 New
EFL
2083
ERn Financial LLC
Wisconsin
$256K -$285 -2 -0.1%
MIM
2084
Miller Investment Management
Pennsylvania
$256K
CBT
2085
Central Bank & Trust
Kentucky
$254K -$3.56K -25 -1%
CT
2086
Columbia Trust
Oregon
$253K +$3.84K +27 +2%
HSWM
2087
Hubbell Strickland Wealth Management
Louisiana
$253K -$11.7K -82 -4%
TI
2088
Truepoint Inc
Ohio
$253K +$257K +1,803 New
TP
2089
Tranquility Partners
Tennessee
$253K +$11.7K +82 +5%
FIB
2090
First Interstate Bank
Montana
$253K +$5.69K +40 +2%
CL
2091
CSS LLC
Illinois
$253K +$171K +1,200 +200%
MRCM
2092
M&R Capital Management
New Jersey
$252K -$7.11K -50 -3%
TSWM
2093
Triangle Securities Wealth Management
North Carolina
$252K +$285 +2 +0.1%
E
2094
ETFidea
New York
$252K +$3.56K +25 +1%
WIC
2095
Woodmont Investment Counsel
Tennessee
$251K -$7.11K -50 -3%
BAM
2096
Boyar Asset Management
New York
$251K
W
2097
WealthOne
New York
$250K -$107K -755 -30%
GCA
2098
Gradient Capital Advisors
California
$250K +$711 +5 +0.3%
T
2099
TRUADVICE
Florida
$250K -$62.2K -437 -21%
BFS
2100
Beacon Financial Strategies
North Carolina
$249K -$6.97K -49 -3%