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Name Holding Trade Value Shares
Change
Change in
Stake
BTWM
2176
Baker Tilly Wealth Management
Wisconsin
$785K -$14.1K -47 -2%
KCA
2177
Kilner Capital Advisors
Maryland
$783K +$792K +2,645 New
BFG
2178
Baron Financial Group
New Jersey
$783K -$4.49K -15 -0.6%
DAM
2179
Doheny Asset Management
California
$783K -$5.99K -20 -0.8%
SFSG
2180
Sound Financial Strategies Group
Mississippi
$782K +$43.4K +145 +6%
4A
2181
4Wealth Advisors
Illinois
$780K +$2.69K +9 +0.3%
ACM
2182
Aljian Capital Management
Nevada
$778K -$33.8K -113 -4%
BFG
2183
Beacon Financial Group
Texas
$778K +$6.89K +23 +0.9%
CT
2184
Coastline Trust
Rhode Island
$776K +$214K +716 +38%
LKBC
2185
L.K. Benson & Company
Maryland
$776K -$83.9K -280 -10%
WCFA
2186
Walkner Condon Financial Advisors
Wisconsin
$775K +$10.8K +36 +1%
SC
2187
Sawyer & Company
Massachusetts
$774K -$47.9K -160 -6%
UF
2188
Univest Financial
Pennsylvania
$773K +$5.09K +17 +0.7%
CIA
2189
Cohen Investment Advisors
New Hampshire
$773K -$15.6K -52 -2%
VMMC
2190
V.M. Manning & Co
South Carolina
$769K +$299 +1 +0%
IF
2191
Integrity Financial
Wyoming
$769K +$10.8K +36 +1%
BCM
2192
Boltwood Capital Management
California
$767K -$5.99K -20 -0.8%
TIM
2193
Tortoise Investment Management
New York
$767K -$19.5K -65 -2%
UAS
2194
United Asset Strategies
New York
$767K +$29.9K +100 +4%
NAS
2195
NWF Advisory Services
California
$767K -$10.2K -34 -1%
BWM
2196
BCS Wealth Management
Tennessee
$765K +$406K +1,354 +110%
EAM
2197
Evanson Asset Management
California
$765K -$29.1K -97 -4%
WF
2198
Wayfinding Financial
Washington
$764K -$14.7K -49 -2%
Fenimore Asset Management
2199
Fenimore Asset Management
New York
$762K – – –
SF
2200
Symphony Financial
Texas
$762K -$1.3M -4,329 -63%