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Name Holding Trade Value Shares
Change
Change in
Stake
TC
1551
Trilogy Capital
California
$270K -$15.1K -33 -6%
VAS
1552
Vestmark Advisory Solutions
Massachusetts
$270K -$13.2K -29 -5%
AWA
1553
Acorn Wealth Advisors
Michigan
$269K +$258K +565 New
FMTC
1554
Farmers & Merchants Trust Company
California
$269K -$27.4K -60 -10%
GAB
1555
German American Bancorp
Indiana
$269K – – –
SAI
1556
Systematic Alpha Investments
New Jersey
$269K – – –
HCM
1557
HMS Capital Management
Tennessee
$268K – – –
LAM
1558
Lakewood Asset Management
Illinois
$268K – – –
XC
1559
XY Capital
Hong Kong
$268K +$256K +561 New
AC
1560
Asio Capital
Kentucky
$267K +$3.19K +7 +1%
NEWAS
1561
N.E.W. Advisory Services
Wisconsin
$263K – – –
CWG
1562
Cornerstone Wealth Group
North Carolina
$263K +$16.4K +36 +7%
CMS
1563
Capital Market Strategies
Florida
$261K – – –
4WM
1564
49 Wealth Management
Texas
$261K +$250K +548 New
KLCM
1565
KG&L Capital Management
Louisiana
$260K – – –
CWA
1566
CJM Wealth Advisers
Virginia
$260K +$249K +546 New
SLC
1567
Second Line Capital
Louisiana
$260K -$20.1K -44 -7%
BFA
1568
Bragg Financial Advisors
North Carolina
$259K +$4.11K +9 +2%
BWM
1569
BigSur Wealth Management
Florida
$259K +$16.4K +36 +7%
IAP
1570
Indie Asset Partners
Indiana
$258K +$456 +1 +0.2%
WAM
1571
Weatherly Asset Management
California
$257K +$246K +539 New
WFC
1572
Western Financial Corp
California
$257K -$1.37K -3 -0.6%
FMP
1573
Financial Management Professionals
Texas
$256K -$6.84K -15 -3%
SIM
1574
SSI Investment Management
California
$255K – – –
GLA
1575
Good Life Advisors
Pennsylvania
$255K +$244K +534 New