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Name Holding Trade Value Shares
Change
Change in
Stake
FBA
2176
Front Barnett Associates
Illinois
$301K
MFW
2177
Meristem Family Wealth
Minnesota
$301K +$7.59K +278 +2%
EW
2178
Element Wealth
Mississippi
$301K +$32.2K +1,177 +9%
EIA
2179
Eldridge Investment Advisors
New Hampshire
$300K -$28.8K -1,054 -7%
DCM
2180
Driehaus Capital Management
Illinois
$300K +$31.5K +1,153 +9%
PWP
2181
Principle Wealth Partners
Connecticut
$299K -$440K -16,102 -54%
HIS
2182
Harvest Investment Services
Illinois
$299K -$207K -7,590 -36%
SWP
2183
Strategic Wealth Partners
Ohio
$299K
SIM
2184
Stratos Investment Management
Ohio
$299K +$371K +13,571 New
CP
2185
Camelot Portfolios
Ohio
$298K -$176K -6,442 -32%
RCA
2186
Resonant Capital Advisors
Wisconsin
$297K -$56.4K -2,063 -13%
FI
2187
Financial Insights
Washington
$297K
MCM
2188
Marathon Capital Management
Maryland
$297K
CWM
2189
Confluence Wealth Management
Oregon
$297K +$63.6K +2,328 +21%
PFA
2190
Pure Financial Advisors
California
$295K -$110K -4,013 -23%
SWM
2191
SVA Wealth Management
Wisconsin
$295K -$35.4K -1,297 -9%
BWM
2192
Baystate Wealth Management
Massachusetts
$295K +$22.9K +840 +7%
PWA
2193
Physician Wealth Advisors
Utah
$295K +$31.6K +1,157 +10%
WA
2194
Wealth Architects
California
$293K -$1.09K -40 -0.3%
BWM
2195
Biltmore Wealth Management
Arizona
$293K
PMG
2196
Private Management Group
California
$293K +$6.01K +220 +2%
TC
2197
Trust Company
Kansas
$292K -$31K -1,134 -8%
SRC
2198
Sage Rhino Capital
California
$291K +$1.18K +43 +0.3%
HFA
2199
High Falls Advisors
New York
$290K -$12.8K -470 -3%
WDL
2200
Well Done LLC
Michigan
$290K +$9.4K +344 +3%