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Name Holding Trade Value Shares
Change
Change in
Stake
TBA
1676
Tower Bridge Advisors
Pennsylvania
$271K -$10.3K -68 -4%
BEAM
1677
Baker Ellis Asset Management
Washington
$271K
NWMG
1678
National Wealth Management Group
Ohio
$271K +$4.55K +30 +2%
HAG
1679
HighPoint Advisor Group
Illinois
$270K -$37.4K -247 -13%
HP
1680
Holistic Planning
Texas
$270K +$20.9K +138 +9%
CAS
1681
Coppell Advisory Solutions
Texas
$270K +$251K +1,656 New
EAN
1682
Excelsior Advisor Network
Colorado
$269K +$252K +1,664 New
NCTC
1683
New Covenant Trust Company
Indiana
$268K +$12.7K +84 +5%
PE
1684
PCM Encore
Colorado
$268K +$8.03K +53 +3%
CT
1685
Colonial Trust
South Carolina
$267K -$1.82K -12 -0.7%
KLWA
1686
Kelly Lawrence W & Associates
California
$267K
AOWM
1687
Asset One Wealth Management
Washington
$267K -$15.9K -105 -6%
CWM
1688
Connecticut Wealth Management
Connecticut
$267K
PCM
1689
Prelude Capital Management
New York
$266K +$249K +1,643 New
OIMU
1690
Osmosis Investment Management UK
United Kingdom
$266K +$6.97K +46 +3%
FPWM
1691
FSB Premier Wealth Management
Iowa
$266K -$6.21K -41 -2%
AA
1692
Auxano Advisors
Washington
$265K
SCP
1693
Seizert Capital Partners
Michigan
$265K +$248K +1,639 New
RMAM
1694
Raab & Moskowitz Asset Management
New Jersey
$265K -$34.6K -228 -12%
VCM
1695
Viewpoint Capital Management
Washington
$264K -$267K -1,764 -52%
WRPWM
1696
Werba Rubin Papier Wealth Management
California
$264K +$7.73K +51 +3%
KIC
1697
Keating Investment Counselors
Florida
$263K -$4.55K -30 -2%
TNA
1698
True North Advisors
Texas
$263K +$246K +1,625 New
HFRG
1699
Houlihan Financial Resource Group
Virginia
$263K
FCM
1700
Fourpath Capital Management
Oklahoma
$263K