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Name Holding Trade Value Shares
Change
Change in
Stake
HWM
2951
HighMark Wealth Management
Minnesota
$207K +$502 +20 +0.3%
AT
2952
Arvest Trust
Oklahoma
$207K +$190K +7,590 New
AF
2953
Apexium Financial
Texas
$206K
LCM
2954
Lewis Capital Management
California
$206K
SAM
2955
Satovsky Asset Management
New York
$206K
BWM
2956
BCS Wealth Management
Tennessee
$203K -$21.3K -850 -10%
RWA
2957
Roberts Wealth Advisors
California
$203K
SWM
2958
Soundmark Wealth Management
Washington
$203K +$186K +7,430 New
BST
2959
Bath Savings Trust
Maine
$202K
AC
2960
Apella Capital
Connecticut
$202K +$5.02K +200 +3%
NG
2961
Northstar Group
New York
$202K +$5.02K +200 +3%
SEA
2962
Stegent Equity Advisors
Texas
$201K -$123K -4,890 -40%
CFSG
2963
Clark Financial Services Group
Missouri
$201K -$114K -4,550 -38%
ACM
2964
Avalon Capital Management
California
$200K
LSV Asset Management
2965
LSV Asset Management
Illinois
$191K -$25.1K -1,000 -13%
JSAM
2966
J. Safra Asset Management
New York
$191K
FFA
2967
Fairfield Financial Advisors
Massachusetts
$183K +$169K +6,720 New
RIM
2968
Rockbridge Investment Management
New York
$182K -$146K -5,810 -46%
AIM
2969
ARK Investment Management
Florida
$178K -$3.01K -120 -2%
ACA
2970
Atlas Capital Advisors
Wyoming
$176K -$25.1K -1,000 -13%
TFP
2971
Tilia Fiduciary Partners
North Carolina
$175K -$12.3K -490 -7%
KFS
2972
Kelly Financial Services
Massachusetts
$167K +$1.5K +60 +1%
DAC
2973
Dividend Assets Capital
South Carolina
$164K
LWP
2974
Laurel Wealth Planning
Minnesota
$164K +$150K +6,000 New
GCA
2975
Greenwood Capital Associates
South Carolina
$162K -$385K -15,360 -72%