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Name Holding Trade Value Shares
Change
Change in
Stake
Shelton Capital Management
1226
Shelton Capital Management
Colorado
$208K -$6.61K -91 -3%
DE
1227
Diversified Enterprises
Delaware
$207K -$8.86K -122 -4%
FGWP
1228
Founders Grove Wealth Partners
Virginia
$206K +$3.56K +49 +2%
Dynamic Advisor Solutions
1229
Dynamic Advisor Solutions
Arizona
$205K +$654 +9 +0.3%
MIM
1230
Morningstar Investment Management
Illinois
$203K +$195K +2,684 New
Moneta Group Investment Advisors
1231
Moneta Group Investment Advisors
Missouri
$202K -$43.7K -602 -18%
TWM
1232
Trueblood Wealth Management
Ohio
$202K -$363 -5 -0.2%
SAM
1233
Seelaus Asset Management
New Jersey
$201K +$193K +2,659 New
ADL
1234
Asset Dedication LLC
California
$200K +$125K +1,728 +188%
MW
1235
Maia Wealth
Colorado
$200K +$192K +2,644 New
WA
1236
Whipplewood Advisors
Colorado
$194K -$81K -1,115 -30%
Ancora Advisors
1237
Ancora Advisors
Ohio
$194K -$36.7K -506 -17%
HC
1238
Hoese & Co
Minnesota
$193K +$14.5K +200 +9%
FMTCOCP
1239
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$193K – – –
RTC
1240
Riverview Trust Company
Washington
$193K +$116K +1,600 +170%
ABWM
1241
Alpine Bank Wealth Management
Colorado
$187K -$36.3K -500 -17%
OWP
1242
ORG Wealth Partners
Texas
$179K -$9.59K -132 -5%
PP
1243
PDS Planning
Ohio
$174K -$1.89K -26 -1%
WB
1244
Webster Bank
Connecticut
$174K – – –
AA
1245
Addison Advisors
Vermont
$173K – – –
MSFP
1246
Mark Sheptoff Financial Planning
Connecticut
$172K – – –
TFA
1247
Transamerica Financial Advisors
Florida
$169K -$6.9K -95 -4%
CIA
1248
Cape Investment Advisory
Georgia
$166K +$144K +1,982 +962%
FCT
1249
Family Capital Trust
Massachusetts
$163K – – –
API
1250
Asset Planning Inc
California
$161K – – –