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Name Holding Trade Value Shares
Change
Change in
Stake
CP
1751
Castleview Partners
Texas
$268K -$201K -1,045 -38%
WEG
1752
World Equity Group
Illinois
$268K -$542K -2,810 -63%
FM
1753
Family Management
New York
$267K +$5.78K +30 +2%
QFPS
1754
Quantum Financial Planning Services
Washington
$267K +$81.9K +425 +34%
BTWM
1755
Baker Tilly Wealth Management
Wisconsin
$266K -$66.5K -345 -17%
AB
1756
ANB Bank
Colorado
$266K +$29.9K +155 +10%
LOIM
1757
Liberty One Investment Management
Illinois
$266K +$37.6K +195 +13%
KW
1758
Keyvantage Wealth
Pennsylvania
$266K +$45.3K +235 +16%
EFG
1759
Ethos Financial Group
Pennsylvania
$265K – – –
C
1760
Covestor
United Kingdom
$265K -$188K -975 -37%
JCM
1761
Jacobsen Capital Management
Utah
$264K +$6.75K +35 +2%
NPA
1762
Nichols & Pratt Advisers
Massachusetts
$263K – – –
DWM
1763
Darwin Wealth Management
Florida
$262K – – –
KL
1764
KilterHowling LLC
Colorado
$261K – – –
SIA
1765
SGL Investment Advisors
Montana
$261K +$258K +1,340 New
AWCI
1766
Alpine Woods Capital Investors
New York
$261K -$1.32M -6,850 -81%
HBS
1767
Howard Bailey Securities
Indiana
$261K -$57.8K -300 -15%
ACM
1768
Armbruster Capital Management
New York
$260K – – –
CRI
1769
Colonial River Investments
Virginia
$259K +$5.78K +30 +2%
Plancorp LLC
1770
Plancorp LLC
Missouri
$259K +$16.4K +85 +6%
PMFA
1771
Plante Moran Financial Advisors
Michigan
$258K +$24.1K +125 +8%
RFP
1772
Root Financial Partners
California
$257K +$311K +1,615 New
ACS
1773
Archford Capital Strategies
Illinois
$256K -$19.3K -100 -6%
BWA
1774
Bestgate Wealth Advisors
Maryland
$256K – – –
AAMC
1775
Asset Allocation & Management Company
Illinois
$255K – – –