Name Holding Trade Value Shares
Change
Change in
Stake
BRM
2101
Boston Research & Management
Massachusetts
$399K – – –
OL
2102
OneFund LLC
Florida
$398K +$3.25K +120 +0.8%
PCM
2103
Ping Capital Management
New York
$398K +$27.1K +1,000 +7%
BWM
2104
BankPlus Wealth Management
Mississippi
$398K +$407K +14,995 New
AFW
2105
Avantra Family Wealth
Pennsylvania
$398K +$407K +14,992 New
EF
2106
Exeter Financial
Arizona
$397K -$373K -13,755 -48%
VCP
2107
Verus Capital Partners
Arizona
$397K -$32.4K -1,195 -7%
EPIMS
2108
Evelyn Partners Investment Management Services
$397K +$405K +14,946 New
GCA
2109
Gradient Capital Advisors
California
$396K -$205K -7,544 -34%
SMH
2110
Sanders Morris Harris
Texas
$396K -$27.1K -1,000 -6%
AL
2111
ACAS LLC
California
$396K – – –
JEST
2112
JTC Employer Solutions Trustee
Jersey
$396K – – –
JJBC
2113
James J. Burns & Company
New York
$396K +$16.4K +605 +4%
EAM
2114
Evanson Asset Management
California
$396K +$14.1K +518 +4%
NFSG
2115
Newbridge Financial Services Group
Florida
$395K +$404K +14,904 New
FA
2116
Forefront Analytics
Pennsylvania
$395K +$16.5K +609 +4%
CA
2117
Capital Advantage
California
$395K -$147K -5,404 -27%
WP
2118
Westmount Partners
California
$395K -$44.6K -1,643 -10%
RIA
2119
Realta Investment Advisors
Delaware
$395K +$116K +4,293 +41%
PRI
2120
Prepared Retirement Institute
Pennsylvania
$394K -$12.6K -465 -3%
PWM
2121
Proathlete Wealth Management
Florida
$394K +$4.64K +171 +1%
ACM
2122
Alethea Capital Management
Washington
$393K +$402K +14,830 New
MA
2123
MJP Associates
Connecticut
$393K -$3.2K -118 -0.8%
KCIC
2124
Kuhn & Co Investment Counsel
Illinois
$393K +$6.51K +240 +2%
CFFP
2125
Center for Financial Planning
Michigan
$393K -$35.3K -1,303 -8%