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Name Holding Trade Value Shares
Change
Change in
Stake
WC
1551
Weil Company
California
$255K – – –
TFA
1552
Transamerica Financial Advisors
Florida
$255K +$21.6K +109 +9%
FMTCOCP
1553
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$255K +$69.5K +350 +35%
BOPW
1554
Brandywine Oak Private Wealth
Pennsylvania
$255K +$269K +1,354 New
AF
1555
Allworth Financial
California
$254K -$6.16K -31 -2%
PAA
1556
Peregrine Asset Advisers
Oregon
$254K -$4.96K -25 -2%
CT
1557
Chicago Trust
Illinois
$254K +$267K +1,344 New
PP
1558
PagnatoKarp Partners
Virginia
$253K -$20.3K -102 -7%
LBD
1559
Landsberg Bennett & Dubbaneh
Florida
$252K +$265K +1,336 New
WAG
1560
Winthrop Advisory Group
Massachusetts
$251K – – –
KM
1561
Kalos Management
Georgia
$251K +$36.9K +186 +18%
BWM
1562
BT Wealth Management
Georgia
$251K +$227K +1,142 New
HPC
1563
Hobart Private Capital
North Carolina
$249K -$23K -116 -8%
SA
1564
Sicart Associates
New York
$249K -$185K -930 -41%
SIAS
1565
Shine Investment Advisory Services
Colorado
$249K +$1.99K +10 +0.8%
CPSAC
1566
Chas P. Smith & Associates (CPS)
Florida
$249K +$4.96K +25 +2%
AFP
1567
Ausdal Financial Partners
Iowa
$248K -$145K -732 -36%
ACP
1568
Arcus Capital Partners
Georgia
$248K -$26.6K -134 -9%
SG
1569
StoneX Group
New York
$248K -$11.1K -56 -4%
NL
1570
NWAM LLC
Washington
$247K -$5.16K -26 -2%
LFA
1571
Legacy Financial Advisors
Kentucky
$244K +$30.2K +152 +13%
PCMC
1572
Private Capital Management (Colorado)
Colorado
$244K +$257K +1,294 New
TFS
1573
TrustCore Financial Services
Tennessee
$241K +$6.16K +31 +2%
TSW
1574
Thompson Siegel & Walmsley
Virginia
$240K – – –
WCM
1575
Wedge Capital Management
North Carolina
$240K +$4.77K +24 +2%