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Name Holding Trade Value Shares
Change
Change in
Stake
BWM
1551
Benchmark Wealth Management
Connecticut
$326K
DAC
1552
Dividend Assets Capital
South Carolina
$324K -$1.97K -15 -0.5%
LC
1553
Landaas & Company
Wisconsin
$324K
CA
1554
Cambridge Advisors
Nebraska
$324K +$2.24K +17 +0.6%
BSA
1555
Bull Street Advisors
Georgia
$324K +$4.74K +36 +1%
RGC
1556
Roberts, Glore & Co
Illinois
$324K +$14.2K +108 +4%
PT
1557
Plimoth Trust
Massachusetts
$321K -$21.3K -162 -5%
GKWIM
1558
Gerber Kawasaki Wealth & Investment Management
California
$321K
PSC
1559
Prentiss Smith & Co
Vermont
$321K +$370K +2,811 New
IAMOG
1560
Investors Asset Management of Georgia
Georgia
$320K -$21.2K -161 -5%
ITIM
1561
Indiana Trust & Investment Management
Indiana
$319K -$7.89K -60 -2%
AC
1562
Addison Capital
Pennsylvania
$319K -$5.92K -45 -2%
BMM
1563
Buffington Mohr McNeal
Idaho
$319K
GCMG
1564
Gyroscope Capital Management Group
Florida
$319K
KPW
1565
Kore Private Wealth
New York
$318K -$43K -327 -10%
PFA
1566
Pathway Financial Advisors
Vermont
$318K -$6.84K -52 -2%
RE
1567
RBC Europe
United Kingdom
$318K +$54.6K +415 +18%
BCM
1568
Boltwood Capital Management
California
$317K
9WM
1569
9258 Wealth Management
Ohio
$317K +$58.1K +442 +22%
CA
1570
Calton & Associates
Florida
$316K -$66.8K -508 -16%
MMPW
1571
Mitchell McLeod Pugh & Williams
Alabama
$316K +$26.8K +204 +8%
AIM
1572
Arcadia Investment Management
Michigan
$314K -$55K -418 -13%
CNAM
1573
Campbell Newman Asset Management
Wisconsin
$314K
HKAM
1574
Horizon Kinetics Asset Management
New York
$314K +$63.3K +481 +21%
APG
1575
Abacus Planning Group
South Carolina
$313K +$19.9K +151 +6%