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Name Holding Trade Value Shares
Change
Change in
Stake
PAS
2076
Professional Advisory Services
Florida
$316K +$11.7K +238 +4%
BWP
2077
Baldwin Wealth Partners
Massachusetts
$315K -$157K -3,203 -34%
B
2078
Bridgeworth
Alabama
$313K -$143K -2,900 -32%
AEPG
2079
American Economic Planning Group
New Jersey
$311K -$15.5K -316 -5%
BFIC
2080
Bedell Frazier Investment Counselling
California
$311K +$17.7K +360 +6%
FPA
2081
First Pacific Advisors
California
$310K -$318K -6,475 -52%
PP
2082
PDS Planning
Ohio
$310K +$35.6K +723 +14%
GM
2083
GeoWealth Management
Illinois
$310K +$295K +6,001 New
NPF
2084
Norris Perne & French
Michigan
$309K -$86.4K -1,758 -23%
CCA
2085
Clearwater Capital Advisors
Illinois
$309K
FAT
2086
First American Trust
California
$308K -$143K -2,905 -33%
SSA
2087
South Street Advisors
New York
$307K
AW
2088
Alpha Windward
Massachusetts
$304K
ECM
2089
Ensemble Capital Management
California
$301K -$371K -7,540 -56%
PHAM
2090
Palisades Hudson Asset Management
Florida
$301K
JT
2091
Jump Trading
Illinois
$300K +$286K +5,813 New
Flossbach Von Storch
2092
Flossbach Von Storch
Germany
$299K
GFP
2093
Gryphon Financial Partners
Ohio
$298K +$65.7K +1,337 +30%
VCM
2094
Vision Capital Management
Oregon
$297K -$4.18K -85 -1%
DA
2095
DSC Advisors
Illinois
$297K +$42.8K +871 +18%
PCP
2096
Proficio Capital Partners
Massachusetts
$296K -$69.7K -1,417 -20%
HFA
2097
High Falls Advisors
New York
$296K -$787 -16 -0.3%
GSWM
2098
Golden State Wealth Management
California
$295K -$9.54K -194 -3%
FA
2099
Fortis Advisors
Pennsylvania
$293K -$836 -17 -0.3%
EWG
2100
Executive Wealth Group
Washington
$291K +$738 +15 +0.3%