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Name Holding Trade Value Shares
Change
Change in
Stake
HR
2201
Howe & Rusling
New York
$687K +$24.3K +240 +5%
CIAS
2202
CFS Investment Advisory Services
New Jersey
$687K +$18.3K +181 +3%
AP
2203
Atwood & Palmer
Missouri
$685K -$172K -1,696 -26%
CAM
2204
CPA Asset Management
Florida
$684K – – –
NC
2205
NovaPoint Capital
Georgia
$683K +$495K +4,895 New
CWA
2206
Consilio Wealth Advisors
Washington
$682K +$22.1K +219 +5%
AA
2207
Apriem Advisors
California
$681K -$84.9K -840 -15%
IF
2208
Ironwood Financial
Arizona
$679K +$72.7K +719 +12%
WJS
2209
William John Sempolinski
Massachusetts
$677K +$490K +4,850 New
ASG
2210
Ariston Services Group
California
$677K +$490K +4,848 New
OPTFSNA
2211
Old Point Trust & Financial Services N A
Virginia
$675K +$28.8K +285 +6%
WIM
2212
Warwick Investment Management
Texas
$673K +$488K +4,823 New
IPW
2213
Impact Partnership Wealth
Georgia
$672K +$487K +4,816 New
RFS
2214
Richardson Financial Services
Massachusetts
$672K +$60.9K +602 +14%
FNB
2215
Farmers National Bank
Kentucky
$671K -$4.65K -46 -0.9%
TC
2216
T3 Companies
New York
$668K -$396K -3,914 -45%
TWM
2217
Trueblood Wealth Management
Ohio
$668K -$12.6K -125 -3%
IA
2218
Intellus Advisors
Florida
$667K -$7.08K -70 -1%
SPI
2219
Sutton Place Investors
New York
$666K +$20.1K +199 +4%
RA
2220
Rubicon Advisors
California
$666K -$50.6K -500 -9%
MAM
2221
Milestone Asset Management
Pennsylvania
$665K +$482K +4,765 New
GC
2222
Gilbert & Cook
Iowa
$665K +$481K +4,759 New
ALA
2223
Atlas Legacy Advisors
California
$664K +$620K +6,135 New
CWM
2224
Centric Wealth Management
Illinois
$664K – – –
PP
2225
PFS Partners
New Jersey
$663K +$88.7K +877 +23%