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Name Holding Trade Value Shares
Change
Change in
Stake
IC
2126
InterOcean Capital
Illinois
$327K -$69.6K -2,547 -15%
AFS
2127
Access Financial Services
Minnesota
$327K +$19.8K +724 +5%
WAS
2128
Winch Advisory Services
Wisconsin
$327K +$21.7K +793 +6%
WAOI
2129
Wealth Advisors of Iowa
Iowa
$327K +$405K +14,831 New
BWM
2130
BT Wealth Management
Georgia
$325K -$229K -8,372 -36%
BBWA
2131
Bell & Brown Wealth Advisors
California
$325K -$53.5K -1,959 -12%
EGWAG
2132
Elwood & Goetz Wealth Advisory Group
Georgia
$325K
BBA
2133
Braun-Bostich & Associates
Pennsylvania
$325K +$3.36K +123 +0.8%
KLI
2134
Kelman-Lazarov Inc
Tennessee
$324K -$244K -8,925 -38%
IAS
2135
IMA Advisory Services
Colorado
$324K
WCA
2136
Westover Capital Advisors
Delaware
$324K +$17.6K +646 +5%
MHR
2137
Matthew Hamilton Rosenberg
$324K +$401K +14,674 New
AGA
2138
Arkos Global Advisors
Texas
$324K +$403K +14,735 New
XM
2139
XTX Markets
New York
$323K +$400K +14,659 New
SWM
2140
Selective Wealth Management
Virginia
$322K +$328 +12 +0.1%
FFIC
2141
First Fiduciary Investment Counsel
Ohio
$321K -$36.2K -1,324 -8%
SWM
2142
Segment Wealth Management
Texas
$320K -$71.3K -2,610 -15%
MSE
2143
MUFG Securities EMEA
United Kingdom
$319K -$22.7M -831,974 -98%
ODCM
2144
Old Dominion Capital Management
Virginia
$319K -$9.95K -364 -2%
TPW
2145
Tiller Private Wealth
Pennsylvania
$319K -$7.7K -282 -2%
KLWA
2146
Kelly Lawrence W & Associates
California
$318K
BCM
2147
Breiter Capital Management
Florida
$317K -$27.9K -1,023 -7%
ITIM
2148
Indiana Trust & Investment Management
Indiana
$316K +$16.9K +619 +5%
AIA
2149
Arbor Investment Advisors
North Carolina
$316K +$20.4K +748 +6%
SPP
2150
Single Point Partners
Massachusetts
$315K +$60.9K +2,229 +18%