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Name Holding Trade Value Shares
Change
Change in
Stake
FNBOSM
1526
First National Bank of South Miami
Florida
$380K -$59.9K -475 -14%
HPWM
1527
Highland Private Wealth Management
Washington
$380K -$10.5K -83 -3%
SWM
1528
Sugarloaf Wealth Management
Georgia
$380K +$28.5K +226 +8%
FC
1529
Forte Capital
New York
$380K +$367K +2,910 New
LL
1530
LPWM LLC
Minnesota
$379K -$14.1K -112 -4%
FCM
1531
Firestone Capital Management
Florida
$378K -$18.8K -149 -5%
AF
1532
AMG Funds
Connecticut
$377K -$88.6K -703 -20%
WAP
1533
Wealthcare Advisory Partners
Pennsylvania
$377K +$2.52K +20 +0.7%
LFG
1534
Larson Financial Group
Missouri
$377K +$20.5K +163 +6%
GWCM
1535
Godshalk Welsh Capital Management
Pennsylvania
$376K -$18.9K -150 -5%
BSA
1536
Bull Street Advisors
Georgia
$370K
CA
1537
Cambridge Advisors
Nebraska
$370K
SW
1538
SlateStone Wealth
Florida
$370K +$105K +837 +42%
CNAM
1539
Campbell Newman Asset Management
Wisconsin
$369K +$9.83K +78 +3%
AssetMark Inc
1540
AssetMark Inc
California
$367K -$548K -4,347 -61%
IIA
1541
ICW Investment Advisors
Arizona
$366K +$18K +143 +5%
MRCM
1542
M&R Capital Management
New Jersey
$365K -$37.5K -298 -10%
GCMG
1543
Gyroscope Capital Management Group
Florida
$365K
ITIM
1544
Indiana Trust & Investment Management
Indiana
$365K +$252 +2 +0.1%
ISWM
1545
Independent Solutions Wealth Management
New York
$364K -$11.2K -89 -3%
GIP
1546
Greatmark Investment Partners
Georgia
$363K +$70.9K +563 +25%
SFSIG
1547
San Francisco Sentry Investment Group
California
$362K -$68.5K -544 -16%
DWM
1548
Doyle Wealth Management
Florida
$362K -$44.7K -355 -11%
BCM
1549
Boltwood Capital Management
California
$362K
RCG
1550
Rock Creek Group
District of Columbia
$362K +$350K +2,778 New