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Name Holding Trade Value Shares
Change
Change in
Stake
TA
901
TFB Advisors
Kansas
$242K +$1.39K +21 +0.6%
SC
902
Sapient Capital
Indiana
$241K – – –
PIA
903
Powell Investment Advisors
Florida
$240K – – –
MGIA
904
Moneta Group Investment Advisors
Missouri
$239K +$5.97K +90 +4%
CCM
905
Coldstream Capital Management
Washington
$239K +$5.57K +84 +2%
ACM
906
Ashford Capital Management
Delaware
$238K – – –
PWPS
907
Pinnacle Wealth Planning Services
Ohio
$236K -$33.7K -508 -12%
CCWM
908
Cassaday & Co Wealth Management
Virginia
$236K +$8.36K +126 +4%
AQR Capital Management
909
AQR Capital Management
Connecticut
$235K -$17K -256 -7%
EWM
910
Evermay Wealth Management
Virginia
$234K – – –
HFP
911
Holistic Financial Partners
Indiana
$234K +$12.1K +182 +5%
GT
912
Glenview Trust
Kentucky
$233K -$1.66K -25 -0.7%
RCA
913
Resonant Capital Advisors
Wisconsin
$232K -$36.3K -547 -13%
KMWM
914
Keudell/Morrison Wealth Management
Oregon
$232K +$233K +3,508 New
OTPPB
915
Ontario Teachers' Pension Plan Board
Ontario, Canada
$232K -$590K -8,900 -72%
LA
916
LVW Advisors
New York
$231K +$1.13K +17 +0.5%
FHC
917
First Heartland Consultants
Missouri
$230K -$37.5K -566 -14%
OPWM
918
Oxinas Partners Wealth Management
Indiana
$229K -$89.5K -1,350 -28%
PFWA
919
Paces Ferry Wealth Advisors
Georgia
$228K +$34.7K +523 +18%
KHCM
920
Kirtland Hills Capital Management
Ohio
$225K +$3.98K +60 +2%
BCM
921
Buckhead Capital Management
Georgia
$225K +$226K +3,400 New
APW
922
Acima Private Wealth
Virginia
$222K – – –
EAM
923
Empirical Asset Management
Massachusetts
$221K +$222K +3,345 New
TWM
924
Trueblood Wealth Management
Ohio
$220K -$19.9K -300 -8%
BCV
925
Banque Cantonale Vaudoise
Switzerland
$220K +$39.2K +591 +22%