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Name Holding Trade Value Shares
Change
Change in
Stake
BTWM
1276
Baker Tilly Wealth Management
Wisconsin
$217K +$232K +5,276 New
HCA
1277
Harbour Capital Advisors
Virginia
$216K -$22K -500 -9%
BPWM
1278
BCS Private Wealth Management
New Jersey
$216K -$17.6K -400 -7%
BHWM
1279
Bar Harbor Wealth Management
New Hampshire
$214K -$100K -2,273 -30%
AA
1280
Auxano Advisors
Washington
$214K -$50.7K -1,153 -18%
RBC
1281
Romano Brothers & Co
Illinois
$214K +$44 +1 +0%
Los Angeles Capital Management
1282
Los Angeles Capital Management
California
$213K -$3.15M -71,561 -93%
GPI
1283
General Partner Inc
Pennsylvania
$213K
AO
1284
Advisor OS
Illinois
$212K +$29.4K +668 +15%
HCM
1285
Howland Capital Management
Massachusetts
$212K -$138K -3,145 -38%
CIC
1286
Cutler Investment Counsel
Oregon
$210K -$4.54M -103,233 -96%
TF
1287
Tompkins Financial
New York
$209K
JFA
1288
JNBA Financial Advisors
Minnesota
$209K -$34.7K -789 -13%
BBNB
1289
Baker Boyer National Bank
Washington
$209K +$616 +14 +0.3%
APW
1290
Alliance Private Wealth
Massachusetts
$208K -$352 -8 -0.2%
FFS
1291
Founders Financial Securities
Maryland
$208K -$6.64K -151 -3%
WA
1292
Wealth Alliance
New York
$208K -$155K -3,521 -41%
FNB
1293
Farmers National Bank
Kentucky
$208K -$51.3K -1,166 -19%
TCP
1294
TMB Capital Partners
Arkansas
$207K -$220K -4,997 -50%
WAS
1295
Wealth Advisory Solutions
Indiana
$207K +$222K +5,042 New
MA
1296
Modus Advisors
Minnesota
$207K +$222K +5,036 New
CBT
1297
CoreFirst Bank & Trust
Kansas
$206K -$51.7K -1,175 -19%
OAM
1298
Oppenheimer Asset Management
New York
$206K -$826K -18,781 -79%
TCWA
1299
Turtle Creek Wealth Advisors
Texas
$205K +$220K +5,004 New
Skandinaviska Enskilda Banken (SEB)
1300
Skandinaviska Enskilda Banken (SEB)
Sweden
$205K +$220K +5,000 New