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Name Holding Trade Value Shares
Change
Change in
Stake
IFPG
2451
Intrepid Financial Planning Group
Indiana
$204K -$2.35K -90 -1%
EV
2452
EJMK Ventures
Illinois
$204K +$10.9K +417 +5%
FCAS
2453
First Command Advisory Services
Texas
$203K -$15.7K -601 -7%
HIA
2454
Harbor Investment Advisory
Maryland
$203K
CC
2455
Cultivar Capital
Texas
$203K -$4.94K -189 -2%
BWFA
2456
Baltimore-Washington Financial Advisors
Maryland
$202K -$20.6K -788 -9%
FOA
2457
Five Oceans Advisors
California
$202K -$21.1K -808 -9%
BBPWM
2458
Blue Bell Private Wealth Management
Pennsylvania
$202K +$41.2K +1,576 +23%
VNA
2459
Valley National Advisers
Pennsylvania
$201K -$37.8K -1,445 -15%
FL
2460
FreeGulliver LLC
Louisiana
$201K +$219K +8,360 New
PAS
2461
PKS Advisory Services
New York
$201K +$218K +8,336 New
LWM
2462
LeConte Wealth Management
Tennessee
$201K -$52.8K -2,018 -19%
DBIA
2463
Dumont & Blake Investment Advisors
New Jersey
$200K -$1.88K -72 -0.9%
RBC
2464
Roble Belko & Company
Pennsylvania
$199K -$288 -11 -0.1%
TIAA Trust, National Association
2465
TIAA Trust, National Association
North Carolina
$198K -$87.1K -3,329 -29%
BFPW
2466
BOK Financial Private Wealth
Colorado
$195K -$5K -191 -2%
CH
2467
CDKV Holdings
Colorado
$194K
FCT
2468
First Community Trust
Iowa
$190K -$96.9K -3,705 -32%
MFT
2469
Moisand Fitzgerald Tamayo
Florida
$187K
BFS
2470
Beacon Financial Strategies
North Carolina
$186K
BSC
2471
Brown Shipley & Co
United Kingdom
$181K -$16.3K -625 -8%
Loomis, Sayles & Company
2472
Loomis, Sayles & Company
Massachusetts
$181K -$44.5K -1,701 -18%
CSPIA
2473
Cary Street Partners Investment Advisory
Virginia
$176K -$13K -497 -6%
SAS
2474
Spurstone Advisory Services
Connecticut
$175K
MPW
2475
MASECO Private Wealth
$175K -$549 -21 -0.3%