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Name Holding Trade Value Shares
Change
Change in
Stake
HL
1076
HeadInvest LLC
Maine
$270K
RIA
1077
Richwood Investment Advisors
Ohio
$269K -$9.34K -125 -3%
CPA
1078
Capital Planning Advisors
California
$266K -$13K -174 -4%
SFS
1079
Stiles Financial Services
Minnesota
$266K +$7.17K +96 +3%
ECM
1080
Elgethun Capital Management
South Dakota
$265K -$11.4K -152 -4%
PPWP
1081
Premier Path Wealth Partners
New Jersey
$265K -$26.5K -354 -9%
C
1082
Certuity
Florida
$265K -$15K -201 -5%
DMBA
1083
Deseret Mutual Benefit Administrators
Utah
$264K
SCA
1084
Snowden Capital Advisors
New York
$264K -$40K -535 -13%
SF
1085
Synovus Financial
Georgia
$264K -$7.32K -98 -3%
WF
1086
Williams Financial
Vermont
$264K -$10.1K -135 -4%
MW
1087
Marcum Wealth
Ohio
$263K +$7.85K +105 +3%
IFWM
1088
Institute for Wealth Management
Colorado
$262K
GL
1089
Graypoint LLC
New York
$261K +$22.9K +307 +9%
AWA
1090
Arete Wealth Advisors
Illinois
$261K +$273K +3,653 New
CI
1091
Conning Inc
Connecticut
$261K +$6.88K +92 +3%
WFAG
1092
Wescott Financial Advisory Group
Pennsylvania
$261K +$224 +3 +0.1%
OTL
1093
Oak Thistle LLC
New York
$261K +$53.5K +716 +24%
VT
1094
Vise Technologies
New York
$260K +$35.9K +480 +15%
RAS
1095
RPS Advisory Solutions
Kentucky
$259K +$271K +3,633 New
DI
1096
Diligent Investors
California
$257K
TWM
1097
Tradition Wealth Management
Minnesota
$257K -$1.5K -20 -0.6%
WTC
1098
WhitTier Trust Company
Nevada
$257K -$184K -2,465 -41%
CAM
1099
Columbia Asset Management
Michigan
$257K
TFS
1100
Thoroughbred Financial Services
Tennessee
$257K +$269K +3,604 New