Name Holding Trade Value Shares
Change
Change in
Stake
GI
1651
Gradient Investments
Minnesota
$251K +$275K +1,726 New
WT
1652
WHI Trust
Illinois
$250K – – –
CCFM
1653
Clear Creek Financial Management
Washington
$250K -$478 -3 -0.2%
RB
1654
Rodgers Brothers
Pennsylvania
$250K +$796 +5 +0.3%
HWA
1655
Heritage Wealth Advisors
Virginia
$249K -$95.5K -600 -26%
WCA
1656
Whetstone Capital Advisors
Kansas
$249K +$44.9K +282 +20%
EGWAG
1657
Elwood & Goetz Wealth Advisory Group
Georgia
$248K – – –
WTA
1658
Washington Trust Advisors
Massachusetts
$248K -$15.6K -98 -5%
BC
1659
Barrett & Company
Rhode Island
$248K – – –
HAG
1660
HF Advisory Group
Maryland
$248K +$17.8K +112 +7%
EWM
1661
Echo Wealth Management
Minnesota
$247K – – –
SIC
1662
Schwartz Investment Counsel
Michigan
$247K – – –
GH
1663
GAM Holding
Switzerland
$247K +$271K +1,700 New
AIA
1664
Affinity Investment Advisors
California
$246K – – –
EBSAM
1665
Eubel Brady & Suttman Asset Management
Ohio
$246K +$2.55K +16 +1%
GKWIM
1666
Gerber Kawasaki Wealth & Investment Management
California
$246K -$29.1K -183 -10%
JF
1667
JMN Financial
Ohio
$246K -$12.6K -79 -4%
CAM
1668
Campion Asset Management
Virginia
$245K -$2.23K -14 -0.8%
FPWM
1669
FSB Premier Wealth Management
Iowa
$244K -$6.53K -41 -2%
TBFA
1670
Three Bearings Fiduciary Advisors
New Hampshire
$244K – – –
WFI
1671
West Family Investments
California
$244K -$146K -917 -35%
HCM
1672
Hollencrest Capital Management
California
$244K – – –
BB
1673
Berkshire Bank
Massachusetts
$244K -$2.39K -15 -0.9%
CA
1674
Callahan Advisors
Texas
$243K – – –
BEAM
1675
Baker Ellis Asset Management
Washington
$243K – – –