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Name Holding Trade Value Shares
Change
Change in
Stake
PCM
2101
Ping Capital Management
New York
$398K +$27.1K +1,000 +7%
BWM
2102
BankPlus Wealth Management
Mississippi
$398K +$407K +14,995 New
AFW
2103
Avantra Family Wealth
Pennsylvania
$398K +$407K +14,992 New
EF
2104
Exeter Financial
Arizona
$397K -$373K -13,755 -48%
VCP
2105
Verus Capital Partners
Arizona
$397K -$32.4K -1,195 -7%
EPIMS
2106
Evelyn Partners Investment Management Services
$397K +$405K +14,946 New
GCA
2107
Gradient Capital Advisors
California
$396K -$205K -7,544 -34%
SMH
2108
Sanders Morris Harris
Texas
$396K -$27.1K -1,000 -6%
AL
2109
ACAS LLC
California
$396K
JEST
2110
JTC Employer Solutions Trustee
Jersey
$396K
JJBC
2111
James J. Burns & Company
New York
$396K +$16.4K +605 +4%
EAM
2112
Evanson Asset Management
California
$396K +$14.1K +518 +4%
NFSG
2113
Newbridge Financial Services Group
Florida
$395K +$404K +14,904 New
FA
2114
Forefront Analytics
Pennsylvania
$395K +$16.5K +609 +4%
CA
2115
Capital Advantage
California
$395K -$147K -5,404 -27%
WP
2116
Westmount Partners
California
$395K -$44.6K -1,643 -10%
RIA
2117
Realta Investment Advisors
Delaware
$395K +$116K +4,293 +41%
PRI
2118
Prepared Retirement Institute
Pennsylvania
$394K -$12.6K -465 -3%
PWM
2119
Proathlete Wealth Management
Florida
$394K +$4.64K +171 +1%
ACM
2120
Alethea Capital Management
Washington
$393K +$402K +14,830 New
MA
2121
MJP Associates
Connecticut
$393K -$3.2K -118 -0.8%
KCIC
2122
Kuhn & Co Investment Counsel
Illinois
$393K +$6.51K +240 +2%
CFFP
2123
Center for Financial Planning
Michigan
$393K -$35.3K -1,303 -8%
AIM
2124
Advyzon Investment Management
Illinois
$392K +$401K +14,772 New
LIA
2125
LBMC Investment Advisors
Tennessee
$392K +$24.4K +900 +6%