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Name Holding Trade Value Shares
Change
Change in
Stake
BFPW
1651
BOK Financial Private Wealth
Colorado
$247K +$41K +293 +20%
MFG
1652
Magnus Financial Group
New York
$245K +$39K +279 +19%
FL
1653
Fort LP
Maryland
$244K -$26.8K -192 -10%
TC
1654
Trust Company
Kansas
$244K +$280 +2 +0.1%
TPWA
1655
TRUE Private Wealth Advisors
Oregon
$242K +$99.3K +710 +67%
LWM
1656
Lyell Wealth Management
California
$242K +$247K +1,764 New
EVM
1657
Evelyn V. Moreno
$241K -$130K -927 -35%
CP
1658
Covenant Partners
Tennessee
$239K +$243K +1,737 New
OPCM
1659
Osborne Partners Capital Management
California
$238K – – –
PCS
1660
Personal CFO Solutions
New Jersey
$238K +$242K +1,734 New
AW
1661
Alpha Windward
Massachusetts
$237K +$839 +6 +0.3%
AHC
1662
Adell Harriman & Carpenter
Texas
$236K – – –
NB
1663
Northwest Bancshares
Pennsylvania
$235K – – –
GLA
1664
Good Life Advisors
Pennsylvania
$235K +$2.94K +21 +1%
ACM
1665
AlphaStar Capital Management
North Carolina
$235K +$10.3K +74 +5%
FNT
1666
First Nebraska Trust
Nebraska
$234K – – –
CW
1667
Cabot-Wellington
Massachusetts
$234K – – –
HRC
1668
Hoertkorn Richard Charles
$234K – – –
GC
1669
Gibson Capital
Pennsylvania
$233K – – –
NCM
1670
Northstar Capital Management
New York
$233K – – –
SFS
1671
Summit Financial Strategies
Ohio
$233K +$28K +200 +13%
MWPCG
1672
Measured Wealth Private Client Group
New Hampshire
$232K -$188K -1,343 -44%
FUBT
1673
First United Bank & Trust
Maryland
$232K – – –
AAS
1674
Annex Advisory Services
Wisconsin
$231K -$5.73K -41 -2%
MCM
1675
McRae Capital Management
New Jersey
$230K – – –