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Name Holding Trade Value Shares
Change
Change in
Stake
TPWA
1651
TRUE Private Wealth Advisors
Oregon
$242K +$99.3K +710 +67%
LWM
1652
Lyell Wealth Management
California
$242K +$247K +1,764 New
EVM
1653
Evelyn V. Moreno
$241K -$130K -927 -35%
CP
1654
Covenant Partners
Tennessee
$239K +$243K +1,737 New
OPCM
1655
Osborne Partners Capital Management
California
$238K
PCS
1656
Personal CFO Solutions
New Jersey
$238K +$242K +1,734 New
AW
1657
Alpha Windward
Massachusetts
$237K +$839 +6 +0.3%
AHC
1658
Adell Harriman & Carpenter
Texas
$236K
NB
1659
Northwest Bancshares
Pennsylvania
$235K
GLA
1660
Good Life Advisors
Pennsylvania
$235K +$2.94K +21 +1%
ACM
1661
AlphaStar Capital Management
North Carolina
$235K +$10.3K +74 +5%
FNT
1662
First Nebraska Trust
Nebraska
$234K
CW
1663
Cabot-Wellington
Massachusetts
$234K
HRC
1664
Hoertkorn Richard Charles
$234K
GC
1665
Gibson Capital
Pennsylvania
$233K
NCM
1666
Northstar Capital Management
New York
$233K
SFS
1667
Summit Financial Strategies
Ohio
$233K +$28K +200 +13%
MWPCG
1668
Measured Wealth Private Client Group
New Hampshire
$232K -$188K -1,343 -44%
FUBT
1669
First United Bank & Trust
Maryland
$232K
AAS
1670
Annex Advisory Services
Wisconsin
$231K -$5.73K -41 -2%
MCM
1671
McRae Capital Management
New Jersey
$230K
BWM
1672
Baystate Wealth Management
Massachusetts
$230K +$4.89K +35 +2%
RA
1673
Rational Advisors
New York
$230K +$92.1K +659 +65%
NIM
1674
Nicollet Investment Management
Minnesota
$229K -$6.43K -46 -3%
DA
1675
DSC Advisors
Illinois
$229K +$8.53K +61 +4%