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Name Holding Trade Value Shares
Change
Change in
Stake
WAM
1126
Weiss Asset Management
Massachusetts
$288K +$300K +5,527 New
AGP
1127
Autumn Glory Partners
Texas
$286K +$55.7K +1,025 +21%
BJL
1128
Brighton Jones LLC
Washington
$285K +$6.96K +128 +2%
BLAM
1129
Bourne Lent Asset Management
New York
$284K -$32.6K -600 -10%
TCOO
1130
Trust Company of Oklahoma
Oklahoma
$283K +$295K +5,436 New
BPCA
1131
Bank Pictet & Cie (Asia)
Singapore
$281K
SSA
1132
Sierra Summit Advisors
Nevada
$278K +$291K +5,349 New
FH
1133
FWG Holdings
Florida
$278K -$8.37K -154 -3%
MC
1134
Mathes Company
New York
$278K
RP
1135
Riverwater Partners
Wisconsin
$276K -$10.4K -192 -3%
MW
1136
MBL Wealth
North Carolina
$276K -$107K -1,964 -27%
FNBTCON
1137
First National Bank & Trust Co of Newtown
Pennsylvania
$276K -$12K -220 -4%
ACG
1138
Allen Capital Group
Nebraska
$274K -$5.92K -109 -2%
CIS
1139
Custom Index Systems
New York
$274K +$286K +5,268 New
AWM
1140
Aries Wealth Management
Maine
$274K -$21.2K -390 -7%
AA
1141
ALPS Advisors
Colorado
$273K -$16.3K -300 -5%
LI
1142
LMCG Investments
Massachusetts
$272K -$4.62K -85 -2%
III
1143
Independent Investors Inc
New York
$272K -$109K -2,000 -28%
FAG
1144
Fortitude Advisory Group
Washington
$271K -$9.73K -179 -3%
PWP
1145
Private Wealth Partners
California
$271K +$54.4K +1,000 +24%
GFP
1146
Gryphon Financial Partners
Ohio
$270K +$112K +2,068 +46%
CAL
1147
Capital Analysts LLC
Pennsylvania
$270K -$90.5K -1,665 -24%
HFP
1148
Holistic Financial Partners
Indiana
$270K -$40.1K -737 -12%
GWP
1149
Gateway Wealth Partners
Wisconsin
$268K +$17K +313 +6%
DA
1150
Drake & Associates
Wisconsin
$266K +$17.7K +326 +7%