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Name Holding Trade Value Shares
Change
Change in
Stake
GDP
1626
Great Diamond Partners
Maine
$271K -$17.1K -38 -6%
HFS
1627
Hoge Financial Services
Pennsylvania
$268K +$9.9K +22 +4%
PK
1628
Pflug Koory
Nebraska
$268K – – –
Apella Capital
1629
Apella Capital
Connecticut
$267K +$270K +600 New
1WM
1630
1858 Wealth Management
Ohio
$267K -$48.6K -108 -16%
AWA
1631
Acorn Wealth Advisors
Michigan
$267K -$19.8K -44 -7%
VI
1632
VanderPol Investments
Michigan
$267K +$4.95K +11 +2%
Signature Estate & Investment Advisors
1633
Signature Estate & Investment Advisors
California
$266K +$41.4K +92 +19%
Donaldson Capital Management
1634
Donaldson Capital Management
Indiana
$265K -$107K -238 -29%
JWM
1635
JGP Wealth Management
Oregon
$265K +$24.3K +54 +10%
One Capital Management
1636
One Capital Management
California
$265K +$19.4K +43 +8%
SSB
1637
Sandy Spring Bank
Maryland
$264K -$6.75K -15 -3%
WA
1638
WPG Advisers
Maryland
$264K -$46.4K -103 -15%
PWM
1639
Power Wealth Management
Georgia
$263K -$128K -284 -33%
CG
1640
Curat Global
New Hampshire
$263K +$254K +565 New
SAI
1641
Systematic Alpha Investments
New Jersey
$263K – – –
MPWS
1642
McCarter Private Wealth Services
Massachusetts
$262K +$253K +563 New
ESB
1643
Essex Savings Bank
Connecticut
$261K -$26.1K -58 -9%
PA
1644
Planning Alternatives
Michigan
$260K +$251K +558 New
SP
1645
Stonebrook Private
Michigan
$259K +$13.1K +29 +6%
Winslow Capital Management
1646
Winslow Capital Management
Minnesota
$259K -$208K -461 -45%
NSG
1647
Nalls Sherbakoff Group
Tennessee
$259K +$250K +556 New
MW
1648
Maia Wealth
Colorado
$259K +$37.8K +84 +17%
FWM
1649
Foguth Wealth Management
Michigan
$258K -$52.2K -116 -17%
MWA
1650
Motive Wealth Advisors
Michigan
$257K -$2.25K -5 -0.9%