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Name Holding Trade Value Shares
Change
Change in
Stake
BA
2301
Ballast Advisors
Minnesota
$325K -$17.5K -476 -5%
EW
2302
Element Wealth
Mississippi
$324K +$7.15K +195 +2%
BCMO
2303
Buckingham Capital Management (Ohio)
Ohio
$322K -$458K -12,477 -59%
WPC
2304
White Pine Capital
Minnesota
$321K -$21.1K -576 -6%
NC
2305
NBW Capital
Massachusetts
$321K +$319K +8,710 New
BIM
2306
Barton Investment Management
Pennsylvania
$320K -$17.2K -470 -5%
LWP
2307
Legacy Wealth Planning
Nevada
$320K +$29K +790 +10%
RHP
2308
Royal Harbor Partners
Texas
$319K -$17.2K -468 -5%
PGWM
2309
Parisi Gray Wealth Management
New Jersey
$318K -$83K -2,262 -21%
OPWM
2310
Oxinas Partners Wealth Management
Indiana
$318K +$317K +8,631 New
AWM
2311
Apollon Wealth Management
South Carolina
$317K -$443K -12,087 -58%
PAM
2312
Premier Asset Management
Illinois
$316K -$123K -3,362 -28%
HPWM
2313
Highland Private Wealth Management
Washington
$316K -$31.6K -861 -9%
Cohen & Steers
2314
Cohen & Steers
New York
$315K -$17K -463 -5%
DP
2315
Denver PWM
Colorado
$315K -$12.4K -338 -4%
RC
2316
RBO & Co
California
$314K -$16.9K -461 -5%
ICA
2317
Infrastructure Capital Advisors
New York
$314K +$313K +8,521 New
PCC
2318
Park Circle Company
Maryland
$313K +$312K +8,500 New
HFAS
2319
Hummer Financial Advisory Services
Illinois
$312K -$48.7K -1,327 -14%
FLAM
2320
First Light Asset Management
Minnesota
$312K -$16.8K -457 -5%
SAM
2321
Secure Asset Management
Michigan
$310K -$112K -3,060 -27%
FMP
2322
Financial Management Professionals
Texas
$310K -$11.3K -308 -4%
IWS
2323
Insight Wealth Strategies
California
$309K -$97.3K -2,652 -24%
GAM
2324
Gemmer Asset Management
California
$309K +$7.85K +214 +3%
SLF
2325
Sun Life Financial
Ontario, Canada
$307K -$351K -9,558 -53%