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Name Holding Trade Value Shares
Change
Change in
Stake
APW
1776
Aurora Private Wealth
New Jersey
$240K +$228K +1,629 New
AF
1777
Allworth Financial
California
$239K +$50.8K +363 +29%
GC
1778
Gibson Capital
Pennsylvania
$238K -$12K -86 -5%
BWM
1779
Baystate Wealth Management
Massachusetts
$238K -$8.68K -62 -4%
SIM
1780
SSI Investment Management
California
$237K -$1.26K -9 -0.6%
CW
1781
Cabot-Wellington
Massachusetts
$237K – – –
LIM
1782
Lathrop Investment Management
Arkansas
$237K – – –
CA
1783
Capital Advantage
California
$236K -$71.7K -512 -24%
SBWIC
1784
Schaper Benz & Wise Investment Counsel
Wisconsin
$235K – – –
LWM
1785
Lyell Wealth Management
California
$234K -$25.1K -179 -10%
ACM
1786
Argent Capital Management
Missouri
$234K – – –
BC
1787
Burleson & Co
California
$234K – – –
FFG
1788
Frisch Financial Group
New York
$234K +$222K +1,585 New
FUBT
1789
First United Bank & Trust
Maryland
$233K -$14.6K -104 -6%
FSCM
1790
Front Street Capital Management
Montana
$232K – – –
IB
1791
Intrust Bank
Kansas
$232K +$10.1K +72 +5%
SFWC
1792
Strategic Family Wealth Counselors
New Jersey
$230K -$106K -760 -33%
GBBWRPM
1793
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$230K +$4.2K +30 +2%
VSWA
1794
Vontobel Swiss Wealth Advisors
Switzerland
$229K -$168K -1,196 -43%
OSNBOA
1795
Old Second National Bank of Aurora
Illinois
$229K -$4.9K -35 -2%
DR
1796
Davis Rea
Ontario, Canada
$229K – – –
BSAM
1797
Blue Sky Asset Management
Colorado
$229K +$217K +1,551 New
IC
1798
Inscription Capital
Texas
$227K – – –
PCFFS
1799
Pacific Center for Financial Services
California
$227K – – –
SICM
1800
Sustainable Insight Capital Management
New York
$227K – – –