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Name Holding Trade Value Shares
Change
Change in
Stake
9WM
1526
9258 Wealth Management
Ohio
$278K +$293K +1,475 New
HWM
1527
Highwater Wealth Management
Colorado
$278K +$293K +1,475 New
CA
1528
Cullinan Associates
Kentucky
$277K -$1.19M -6,000 -80%
BFO
1529
Boston Family Office
Massachusetts
$276K -$31.8K -160 -10%
PWAG
1530
Polaris Wealth Advisory Group
California
$276K +$28.8K +145 +11%
HCA
1531
Heck Capital Advisors
Wisconsin
$275K – – –
SWM
1532
SeaCrest Wealth Management
New York
$273K -$27.4K -138 -9%
CCM
1533
Canal Capital Management
Virginia
$272K +$397 +2 +0.1%
BMO
1534
Beck Mack & Oliver
New York
$269K -$40.1K -202 -12%
FBT
1535
First Bank & Trust
South Dakota
$268K +$25.8K +130 +10%
FHC
1536
First Heartland Consultants
Missouri
$266K +$18.9K +95 +7%
CP
1537
Coho Partners
Pennsylvania
$264K – – –
BMC
1538
Beaton Management Company
Massachusetts
$261K – – –
PL
1539
Perpetual Ltd
Australia
$261K – – –
MC
1540
Miles Capital
Iowa
$260K -$2.38K -12 -0.9%
DCM
1541
Donaldson Capital Management
Indiana
$259K -$135K -682 -33%
MGAM
1542
McGowan Group Asset Management
Texas
$259K -$2.78K -14 -1%
LC
1543
Lindbrook Capital
California
$259K +$273K +1,373 New
WKWM
1544
Walter & Keenan Wealth Management
Indiana
$258K – – –
Carson Wealth (CWM LLC)
1545
Carson Wealth (CWM LLC)
Nebraska
$258K +$40.7K +205 +18%
SCA
1546
Strategic Capital Advisers
Colorado
$257K +$199 +1 +0.1%
KJHP
1547
K.J. Harrison & Partners
Ontario, Canada
$256K -$3.17M -15,974 -92%
PP
1548
Paloma Partners
Connecticut
$256K -$1.42M -7,169 -84%
ME
1549
McIlrath & Eck
Washington
$256K +$25.4K +128 +10%
BWL
1550
Bogart Wealth LLC
Virginia
$256K +$139K +698 +105%