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Name Holding Trade Value Shares
Change
Change in
Stake
BMC
726
Bear Mountain Capital
Washington
$567 +$165 +4 +27%
CT
727
Clearstead Trust
Maine
$557 -$3.42K -83 -81%
RWS
728
Retirement Wealth Solutions
Wisconsin
$557 +$453 +11 +138%
JFGIW
729
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$527 -$659 -16 -47%
TFM
730
TFC Financial Management
Massachusetts
$498 -$618 -15 -47%
1CP
731
1015 Capital Partners
Pennsylvania
$498 +$700 +17 New
PWA
732
Principia Wealth Advisory
Texas
$410 -$494 -12 -46%
ACA
733
American Capital Advisory
Idaho
$381 +$41 +1 +8%
TPBG
734
Turning Point Benefit Group
Maryland
$380 +$124 +3 +30%
Kayne Anderson Rudnick Investment Management
735
Kayne Anderson Rudnick Investment Management
California
$322 – – –
BCH
736
Berkshire Capital Holdings
California
$293 – – –
SC
737
Stephens Consulting
Michigan
$293 +$412 +10 New
WTC
738
WhitTier Trust Company
Nevada
$275 +$165 +4 +80%
CT
739
Colonial Trust
South Carolina
$263 -$124 -3 -25%
WA
740
WestEnd Advisors
North Carolina
$234 -$82 -2 -20%
FAMI
741
Fideuram Asset Management (Ireland)
$218 +$288 +7 New
BLC
742
Brown, Lisle/Cummings
Rhode Island
$213 – – –
GIA
743
GHP Investment Advisors
Colorado
$147 – – –
GGI
744
Godsey & Gibb Inc
Virginia
$147 – – –
HIA
745
HFM Investment Advisors
New Jersey
$147 +$206 +5 New
SA
746
Seneschal Advisors
Washington
$147 +$206 +5 New
RFG
747
REAP Financial Group
Texas
$146 +$165 +4 +400%
NRG
748
Nemes Rush Group
Michigan
$146 +$206 +5 New
TBFA
749
Three Bearings Fiduciary Advisors
New Hampshire
$146 +$206 +5 New
T
750
Tidemark
California
$88 -$15.7K -382 -99%