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Name Holding Trade Value Shares
Change
Change in
Stake
AP
1501
Appleton Partners
Massachusetts
$255K -$70.2K -720 -22%
BIAS
1502
Beacon Investment Advisory Services
New Jersey
$255K -$62.8K -644 -21%
9WM
1503
9258 Wealth Management
Ohio
$254K -$172K -1,763 -41%
CFS
1504
Commonwealth Financial Services
West Virginia
$253K -$35.3K -362 -13%
KA
1505
Kure Advisory
Minnesota
$253K -$48.9K -502 -17%
DAS
1506
Diversify Advisory Services
Utah
$253K -$66.7K -684 -21%
LF
1507
Lantz Financial
Illinois
$252K -$25.8K -265 -10%
CIC
1508
Carnegie Investment Counsel
Ohio
$251K -$332K -3,402 -58%
AOWM
1509
Alpha Omega Wealth Management
Virginia
$251K -$46.9K -481 -16%
MYLI
1510
Meiji Yasuda Life Insurance
Japan
$250K -$39.9K -409 -14%
BBNA
1511
Bremer Bank National Association
Minnesota
$250K -$242K -2,486 -50%
LA
1512
Legacy Advisors
Pennsylvania
$250K -$71K -728 -23%
LI
1513
LMCG Investments
Massachusetts
$249K -$46.6K -478 -16%
RB
1514
Rodgers Brothers
Pennsylvania
$249K -$72.9K -748 -24%
LWM
1515
Lodestone Wealth Management
Washington
$249K -$46.5K -477 -16%
FI
1516
Finivi Inc
Massachusetts
$248K -$46.4K -476 -16%
PA
1517
PSI Advisors
Florida
$247K -$45.1K -463 -16%
AMBIA
1518
Allen Mooney & Barnes Investment Advisors
Georgia
$247K -$96.8K -993 -29%
SIM
1519
Sentry Investment Management
Wisconsin
$246K -$103K -1,061 -31%
CWM
1520
Campbell Wealth Management
Virginia
$246K -$44.3K -454 -16%
RMAM
1521
Raab & Moskowitz Asset Management
New Jersey
$246K -$64.2K -659 -22%
Kayne Anderson Rudnick Investment Management
1522
Kayne Anderson Rudnick Investment Management
California
$246K -$45.4K -466 -16%
BFAG
1523
Blackston Financial Advisory Group
Florida
$245K +$234K +2,402 New
MIC
1524
Meridian Investment Counsel
California
$245K -$232K -2,377 -50%
BIA
1525
Bigelow Investment Advisors
Maine
$245K -$45.8K -470 -16%