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Name Holding Trade Value Shares
Change
Change in
Stake
BB
1676
Berkshire Bank
Massachusetts
$209K – – –
WCWM
1677
Willow Creek Wealth Management
California
$209K – – –
LCM
1678
Liberty Capital Management
Michigan
$209K – – –
CP
1679
Coho Partners
Pennsylvania
$209K – – –
AWP
1680
Abacus Wealth Partners
California
$208K +$227K +2,410 New
CCM
1681
Chilton Capital Management
Texas
$208K – – –
FA
1682
Financial Advisors
Massachusetts
$207K – – –
FNT
1683
First Nebraska Trust
Nebraska
$206K +$9.62K +102 +5%
BOS
1684
Bank of Stockton
California
$206K +$28.2K +299 +15%
CW
1685
CIC Wealth
Maryland
$206K -$8.96K -95 -4%
BMA
1686
Brooks Moore & Associates
Tennessee
$206K – – –
FL
1687
Fort LP
Maryland
$206K -$63.5K -673 -22%
SA
1688
Syntax Advisors
New York
$205K +$220K +2,338 New
VCG
1689
Vantage Consulting Group
Virginia
$205K +$220K +2,338 New
SFG
1690
Sather Financial Group
Texas
$205K – – –
EWM
1691
Evermay Wealth Management
Virginia
$205K -$6.6K -70 -3%
SWA
1692
Sutton Wealth Advisors
Florida
$205K -$111K -1,178 -34%
G
1693
GenTrust
Florida
$205K +$220K +2,329 New
PMFA
1694
Plante Moran Financial Advisors
Michigan
$204K -$15.6K -165 -7%
LWM
1695
Laidlaw Wealth Management
New York
$203K +$6.88K +73 +3%
WPP
1696
Whalerock Point Partners
Rhode Island
$201K -$56.4K -598 -21%
VST
1697
Van Strum & Towne
California
$201K – – –
CAM
1698
Covenant Asset Management
New Jersey
$200K – – –
IC
1699
Inscription Capital
Texas
$200K +$215K +2,278 New
SWM
1700
Sugarloaf Wealth Management
Georgia
$200K -$35K -371 -14%