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Name Holding Trade Value Shares
Change
Change in
Stake
ME
2576
McIlrath & Eck
Washington
$256K -$21.3K -601 -7%
LWM
2577
Lyell Wealth Management
California
$256K -$62.8K -1,775 -19%
WW
2578
Westshore Wealth
California
$255K -$33.5K -946 -11%
LFG
2579
Lazard Frères Gestion
France
$255K +$7.07K +200 +3%
HFAS
2580
Hummer Financial Advisory Services
Illinois
$255K
PNAA
2581
Pictet North America Advisors
Switzerland
$255K -$106K -3,000 -28%
SCM
2582
Stonehearth Capital Management
Massachusetts
$254K +$10.7K +302 +4%
EHAM
2583
Eagle Harbor Asset Management
Washington
$253K -$327K -9,256 -55%
MCCA
2584
Mill Creek Capital Advisors
Pennsylvania
$253K -$167K -4,709 -38%
AA
2585
Auxano Advisors
Washington
$253K +$9.48K +268 +4%
AAG
2586
Armstrong Advisory Group
Massachusetts
$253K +$16.4K +463 +6%
FA
2587
Forefront Analytics
Pennsylvania
$253K -$4.17K -118 -2%
SEEDPG
2588
S.E.E.D. Planning Group
New York
$253K +$269K +7,617 New
RCG
2589
Regatta Capital Group
California
$253K -$45.9K -1,298 -15%
FL
2590
Fort LP
Maryland
$252K +$21.1K +596 +8%
PWM
2591
Prosperity Wealth Management
California
$252K +$21.7K +615 +9%
CCA
2592
Column Capital Advisors
Indiana
$252K +$566 +16 +0.1%
SHGA
2593
Sand Hill Global Advisors
California
$251K -$14.1K -400 -5%
AWM
2594
Avaii Wealth Management
Wisconsin
$250K +$21.3K +602 +9%
CWM
2595
Compass Wealth Management
Connecticut
$250K +$184K +5,200 +224%
SCA
2596
Sassicaia Capital Advisers
New York
$249K +$265K +7,500 New
FA
2597
Financial Alternatives
California
$249K
FDDB
2598
Fidelity D&D Bancorp
Pennsylvania
$248K +$265K +7,486 New
SWIM
2599
Smallwood Wealth Investment Management
New Jersey
$248K +$17.8K +502 +7%
MSR
2600
Main Street Research
Connecticut
$248K +$8.84K +250 +3%