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Name Holding Trade Value Shares
Change
Change in
Stake
SEP
1601
Southland Equity Partners
Missouri
$226K +$19.3K +233 +10%
BWM
1602
BKM Wealth Management
Wisconsin
$225K -$31.3K -377 -13%
LL
1603
LPWM LLC
Minnesota
$224K -$35.2K -425 -13%
SWM
1604
Sculati Wealth Management
Michigan
$223K
BBA
1605
Braun-Bostich & Associates
Pennsylvania
$222K +$13.5K +163 +7%
NFSG
1606
Newbridge Financial Services Group
Florida
$222K +$3.15K +38 +2%
TNA
1607
True North Advisors
Texas
$222K -$746 -9 -0.4%
FBB
1608
Fulton Breakefield Broenniman
Maryland
$222K -$3.32K -40 -2%
RSVP
1609
Ramsay Stattman Vela & Price
Colorado
$221K -$221K -2,667 -52%
THL
1610
Tillman Hartley LLC
Colorado
$221K
GIA
1611
GHP Investment Advisors
Colorado
$220K -$111K -1,335 -35%
ONST
1612
Old North State Trust
North Carolina
$219K +$204K +2,465 New
TWG
1613
The Wealth Group
Minnesota
$219K +$580 +7 +0.3%
MCCA
1614
Mill Creek Capital Advisors
Pennsylvania
$219K +$1.33K +16 +0.7%
WHC
1615
Wulff, Hansen & Co
California
$219K -$9.87K -119 -5%
CPIA
1616
Cornell Pochily Investment Advisors
New York
$218K -$77.8K -938 -28%
FMI
1617
F/M Investments
District of Columbia
$218K +$16K +193 +9%
TFF
1618
The Family Firm
Maryland
$218K +$1.41K +17 +0.7%
MFWP
1619
Mosaic Family Wealth Partners
Missouri
$218K -$5.8K -70 -3%
SC
1620
Syon Capital
California
$217K +$10.4K +125 +5%
CWM
1621
Calamos Wealth Management
Illinois
$217K -$26.4K -319 -12%
FWP
1622
FAS Wealth Partners
Kansas
$217K -$10.6K -128 -5%
NAM
1623
NorthCrest Asset Manangement
Minnesota
$216K -$28K -338 -12%
CT
1624
Clearstead Trust
Maine
$216K -$12.8K -154 -6%
VCG
1625
Vantage Consulting Group
Virginia
$215K +$201K +2,422 New