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Name Holding Trade Value Shares
Change
Change in
Stake
TA
1901
Tectonic Advisors
Texas
$256K -$185K -1,139 -40%
JLBC
1902
J.L. Bainbridge & Co
Florida
$256K -$62.1K -383 -18%
APW
1903
Acima Private Wealth
Virginia
$254K – – –
IP
1904
Isthmus Partners
Wisconsin
$254K – – –
MCM
1905
Marathon Capital Management
Maryland
$254K +$68.9K +425 +33%
BWA
1906
BDO Wealth Advisors
Florida
$253K – – –
GWS
1907
Glassman Wealth Services
Virginia
$252K +$10.4K +64 +4%
KLI
1908
Kelman-Lazarov Inc
Tennessee
$251K – – –
MC
1909
Matisse Capital
Oregon
$251K – – –
OC
1910
Oarsman Capital
Wisconsin
$251K – – –
WA
1911
Wealth Architects
California
$251K +$10.7K +66 +4%
AWM
1912
Accurate Wealth Management
Florida
$251K +$276K +1,702 New
WI
1913
WrapManager Inc
California
$250K -$2.75K -17 -1%
RC
1914
Rinet Company
Massachusetts
$250K +$5.83K +36 +2%
MWPCG
1915
Measured Wealth Private Client Group
New Hampshire
$249K -$197K -1,217 -42%
CAL
1916
Capital Advisors Ltd
Ohio
$248K +$99.2K +612 +57%
AIC
1917
Archer Investment Corporation
Indiana
$247K +$67.2K +415 +33%
BP
1918
BBR Partners
New York
$247K -$59.3K -366 -18%
NCMW
1919
Northern Capital Management (Washington)
Washington
$247K – – –
BCP
1920
Berkeley Capital Partners
Georgia
$247K +$11.3K +70 +4%
1WA
1921
180 Wealth Advisors
Washington
$246K -$77.6K -479 -23%
BCM
1922
Brown Capital Management
Maryland
$246K – – –
PA
1923
PSI Advisors
Florida
$246K +$162 +1 +0.1%
LIG
1924
Lokken Investment Group
Delaware
$246K +$22K +136 +9%
WFA
1925
WestHill Financial Advisors
California
$246K +$272K +1,676 New