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Name Holding Trade Value Shares
Change
Change in
Stake
SFG
2126
Sunburst Financial Group
Alabama
$288K +$1.94K +57 +0.6%
SW
2127
SkyOak Wealth
Michigan
$288K +$31.9K +937 +11%
AIM
2128
Acropolis Investment Management
Missouri
$287K +$28K +821 +10%
GAM
2129
Gemmer Asset Management
California
$286K +$34.7K +1,017 +12%
DTL
2130
Dynamic Technology Lab
Singapore
$285K -$38.2K -1,120 -11%
BCM
2131
Breiter Capital Management
Florida
$285K +$97.6K +2,864 +45%
CFG
2132
Cooper Financial Group
California
$285K +$108K +3,176 +53%
BIM
2133
Barton Investment Management
Pennsylvania
$284K – – –
HPWM
2134
Highland Private Wealth Management
Washington
$283K -$76.3K -2,238 -20%
OWP
2135
Obermeyer Wealth Partners
Colorado
$283K -$47.4K -1,391 -13%
DA
2136
Doliver Advisors
Texas
$283K -$10.8K -316 -4%
RHP
2137
Royal Harbor Partners
Texas
$283K +$10.1K +297 +3%
PNAA
2138
Pictet North America Advisors
Switzerland
$282K -$299K -8,762 -49%
OWA
2139
Outlook Wealth Advisors
Texas
$282K -$71.9K -2,111 -19%
WPC
2140
White Pine Capital
Minnesota
$281K -$47.1K -1,383 -13%
HZ
2141
Hixon Zuercher
Ohio
$278K -$9.88K -290 -3%
SCM
2142
Sterneck Capital Management
Missouri
$278K +$53.9K +1,581 +21%
MC
2143
Mathes Company
New York
$277K -$162K -4,743 -35%
AIFAIM
2144
American Institute for Advanced Investment Management
Arizona
$277K -$43.6K -1,280 -13%
PGWM
2145
Parisi Gray Wealth Management
New Jersey
$277K -$30.9K -907 -9%
SC
2146
Steph & Co
Wisconsin
$276K -$73.7K -2,164 -20%
LWM
2147
Liberty Wealth Management
California
$276K -$33.5K -984 -10%
FLAM
2148
First Light Asset Management
Minnesota
$276K – – –
GFPC
2149
Global Financial Private Client
Florida
$276K -$6.99K -205 -2%
LAM
2150
L2 Asset Management
Massachusetts
$275K -$554K -16,253 -65%