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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1801
Aviso Wealth Management
Washington
$268K +$252K +15,965 New
CIA
1802
Cohen Investment Advisors
New Hampshire
$268K -$1.26K -80 -0.5%
CRC
1803
Curi RMB Capital
Illinois
$267K -$285K -18,057 -53%
TA
1804
TruWealth Advisors
Louisiana
$267K -$13.8K -875 -5%
CAS
1805
Coppell Advisory Solutions
Texas
$267K +$135K +8,526 +115%
FG
1806
Foster Group
Iowa
$266K
WCM
1807
Weik Capital Management
Pennsylvania
$266K -$8.29K -525 -3%
PSC
1808
Prentiss Smith & Co
Vermont
$265K -$36.3K -2,298 -13%
Financial Engines Advisors
1809
Financial Engines Advisors
California
$265K -$938K -59,439 -79%
GDP
1810
Great Diamond Partners
Maine
$265K -$154K -9,784 -38%
LS
1811
Livforsakringsbolaget Skandia
Sweden
$265K +$108K +6,859 +77%
CNBTD
1812
Citizens National Bank Trust Department
Mississippi
$265K
MA
1813
MBA Advisors
Pennsylvania
$265K -$78.2K -4,950 -24%
CWM
1814
C2C Wealth Management
Arizona
$265K -$480K -30,374 -66%
CWP
1815
Concord Wealth Partners
Virginia
$265K -$34.5K -2,187 -12%
BFG
1816
Beacon Financial Group
Texas
$264K -$1.35M -85,456 -84%
SWP
1817
Semus Wealth Partners
Florida
$264K +$41.4K +2,624 +20%
KCM
1818
Kendall Capital Management
Maryland
$263K -$17.3K -1,097 -7%
COCM
1819
Charter Oak Capital Management
New Hampshire
$263K -$76K -4,815 -24%
UAS
1820
United Asset Strategies
New York
$262K +$39.4K +2,495 +19%
SA
1821
Strategic Advocates
Utah
$262K -$33K -2,090 -12%
AAS
1822
Annex Advisory Services
Wisconsin
$262K -$7.72K -489 -3%
CFSG
1823
Clark Financial Services Group
Missouri
$262K -$3.17K -201 -1%
BFC
1824
Bedel Financial Consulting
Indiana
$261K -$8.65K -548 -3%
PM
1825
Penbrook Management
New York
$261K -$4.34K -275 -2%