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Name Holding Trade Value Shares
Change
Change in
Stake
BWM
1651
Benchmark Wealth Management
Connecticut
$266K – – –
WA
1652
Wealth Architects
California
$266K +$2.86K +20 +1%
PCP
1653
Proficio Capital Partners
Massachusetts
$266K -$4.86K -34 -2%
Man Group
1654
Man Group
United Kingdom
$265K -$6.73M -47,105 -96%
CCFM
1655
Clear Creek Financial Management
Washington
$264K +$11.6K +81 +5%
FCM
1656
Firestone Capital Management
Florida
$264K – – –
SAM
1657
Secure Asset Management
Michigan
$263K +$4.29K +30 +2%
B
1658
Bailard
California
$262K +$429 +3 +0.2%
PWH
1659
Priebe Wealth Holdings
Minnesota
$261K -$68.9K -482 -22%
GBT
1660
Grove Bank & Trust
Florida
$261K +$4K +28 +2%
HKIMG
1661
Hutchens & Kramer Investment Management Group
Indiana
$261K -$715 -5 -0.3%
BB
1662
Berkshire Bank
Massachusetts
$260K -$8.72K -61 -3%
WTA
1663
Washington Trust Advisors
Massachusetts
$260K – – –
RB
1664
Rodgers Brothers
Pennsylvania
$260K +$572 +4 +0.2%
HIG
1665
Heritage Investment Group
Florida
$260K – – –
EGWAG
1666
Elwood & Goetz Wealth Advisory Group
Georgia
$260K -$14.3K -100 -6%
EIG
1667
Ellenbecker Investment Group
Wisconsin
$260K +$244K +1,706 New
BC
1668
Barrett & Company
Rhode Island
$260K +$154K +1,079 +172%
FAN
1669
Financial Advisors Network
California
$259K -$2.43K -17 -1%
EWM
1670
Echo Wealth Management
Minnesota
$259K – – –
FFWM
1671
Future Financial Wealth Management
Ohio
$259K – – –
MCM
1672
Monument Capital Management
Virginia
$258K +$242K +1,693 New
AA
1673
Auxano Advisors
Washington
$257K -$1K -7 -0.4%
SWM
1674
Sagace Wealth Management
Florida
$257K +$24K +168 +11%
UF
1675
Univest Financial
Pennsylvania
$257K +$9.29K +65 +4%