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Name Holding Trade Value Shares
Change
Change in
Stake
BCB
2701
Brian C. Broderick
$262K
GAM
2702
Gemmer Asset Management
California
$262K -$3.15K -81 -1%
SA
2703
SRH Advisors
Kansas
$262K
TFA
2704
Triad Financial Advisors
North Carolina
$261K +$506 +13 +0.2%
AIFAIM
2705
American Institute for Advanced Investment Management
Arizona
$260K +$276K +7,096 New
CA
2706
Claris Advisors
Missouri
$260K -$3.5K -90 -1%
BHWM
2707
Beaird Harris Wealth Management
Texas
$260K
EL
2708
EMFO LLC
Florida
$260K
ITB
2709
Idaho Trust Bank
Idaho
$260K +$276K +7,080 New
KIG
2710
Kennedy Investment Group
New Jersey
$260K +$32.7K +840 +13%
TWM
2711
TriaGen Wealth Management
California
$259K +$311 +8 +0.1%
SAMC
2712
Spectrum Asset Management (California)
California
$258K
HPCM
2713
Hunter Perkins Capital Management
Illinois
$258K -$11.7K -300 -4%
DSN
2714
D. Scott Neal
Kentucky
$258K -$2.88K -74 -1%
IFU
2715
iSAM Funds (UK)
United Kingdom
$258K -$387K -9,943 -59%
SWM
2716
Selective Wealth Management
Virginia
$257K +$281K +7,216 New
FL
2717
Fort LP
Maryland
$257K +$9.57K +246 +4%
AG
2718
Appleton Group
Wisconsin
$257K +$273K +7,015 New
PIFP
2719
Partners in Financial Planning
Virginia
$257K
FDCC
2720
Foster Dykema Cabot & Co
Massachusetts
$257K +$67.4K +1,731 +33%
NC
2721
NovaPoint Capital
Georgia
$257K -$148K -3,811 -35%
NCM
2722
Neumann Capital Management
California
$257K
PWM
2723
Prosperity Wealth Management
California
$256K +$5.14K +132 +2%
SWIM
2724
Smallwood Wealth Investment Management
New Jersey
$256K +$21.7K +558 +9%
CFO
2725
Callan Family Office
Pennsylvania
$255K -$1.25K -32 -0.5%