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Name Holding Trade Value Shares
Change
Change in
Stake
CFS
1526
Commonwealth Financial Services
West Virginia
$262K -$24.6K -306 -10%
TCOTS
1527
Trust Company of the South
North Carolina
$261K +$230K +2,861 New
PMFA
1528
Plante Moran Financial Advisors
Michigan
$261K -$57.2K -713 -20%
I
1529
InceptionR
California
$260K -$775K -9,654 -77%
CWC
1530
Carolinas Wealth Consulting
North Carolina
$259K +$20.1K +251 +2%
GFP
1531
Gryphon Financial Partners
Ohio
$259K +$185K +2,311 New
GA
1532
Greenhaven Associates
New York
$259K
FFM
1533
Forum Financial Management
Illinois
$259K -$145K -1,803 -39%
DTC
1534
Davidson Trust Company
Washington
$258K +$15.1K +188 +7%
HWM
1535
Hemington Wealth Management
Virginia
$257K +$225K +2,807 New
RP
1536
Riverbridge Partners
Minnesota
$255K -$29.9K -372 -12%
LG
1537
LaFleur & Godfrey
Michigan
$255K +$224K +2,791 New
HWA
1538
Heritage Wealth Advisors
Virginia
$255K -$2.65K -33 -1%
PT
1539
Plimoth Trust
Massachusetts
$255K -$18.7K -233 -8%
EAM
1540
Eukles Asset Management
Ohio
$255K +$5.86K +73 +3%
PA
1541
PSI Advisors
Florida
$255K +$17.4K +217 +8%
HAG
1542
HF Advisory Group
Maryland
$255K +$14K +174 +7%
CWP
1543
Corepath Wealth Partners
Arizona
$254K
NAM
1544
NorthCrest Asset Manangement
Minnesota
$254K +$223K +2,778 New
MF
1545
Manchester Financial
California
$254K -$6.42K -80 -3%
RB
1546
Rodgers Brothers
Pennsylvania
$254K -$21.1K -263 -9%
WCG
1547
Weaver Consulting Group
California
$254K
CWM
1548
Calamos Wealth Management
Illinois
$253K -$88.8K -1,106 -29%
AA
1549
Addison Advisors
Vermont
$252K +$69.9K +871 +46%
HI
1550
Humankind Investments
New York
$252K +$8.27K +103 +4%