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Name Holding Trade Value Shares
Change
Change in
Stake
SWM
2626
Seed Wealth Management
Illinois
$388K
HI
2627
Harper Investing
California
$388K +$86.8K +805 +27%
TIM
2628
Tortoise Investment Management
New York
$388K -$216 -2 -0.1%
AWM
2629
AllSquare Wealth Management
New York
$386K +$43K +399 +12%
PSC
2630
Prentiss Smith & Co
Vermont
$385K -$35.4K -328 -8%
AWM
2631
Aprio Wealth Management
Georgia
$385K +$148K +1,376 +58%
SCM
2632
Stonehearth Capital Management
Massachusetts
$384K
POIA
2633
Pin Oak Investment Advisors
Texas
$384K -$13.1K -122 -3%
CWM
2634
Centurion Wealth Management
Virginia
$384K +$3.02K +28 +0.8%
MAM
2635
McLean Asset Management
Virginia
$383K +$3.88K +36 +1%
SCP
2636
Seizert Capital Partners
Michigan
$383K
SWP
2637
Semus Wealth Partners
Florida
$383K +$22.1K +205 +6%
SHGA
2638
Sand Hill Global Advisors
California
$383K -$6.9K -64 -2%
FNBSF
2639
First National Bank Sioux Falls
South Dakota
$383K
OKSA
2640
O'Keefe Stevens Advisory
New York
$383K
HFS
2641
Heritage Financial Services
Massachusetts
$382K +$41K +380 +11%
ES
2642
ETF Store
Kansas
$382K -$16.1K -149 -4%
HWM
2643
Hemington Wealth Management
Virginia
$381K -$34.5K -320 -8%
CFS
2644
Cannon Financial Strategists
Georgia
$380K +$16.8K +156 +4%
CA
2645
CSM Advisors
Pennsylvania
$380K -$129K -1,200 -25%
CIG
2646
Cairn Investment Group
Washington
$380K +$21K +195 +6%
BWM
2647
Birchcreek Wealth Management
Ohio
$380K +$31.6K +293 +9%
GAM
2648
Grandview Asset Management
Pennsylvania
$379K -$369K -3,420 -48%
TC
2649
Trust Company
Kansas
$379K -$357K -3,313 -47%
CFO
2650
Callan Family Office
Pennsylvania
$378K -$375K -3,475 -49%