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Name Holding Trade Value Shares
Change
Change in
Stake
SPP
2226
Single Point Partners
Massachusetts
$282K +$295K +12,975 New
BFC
2227
Blue Fin Capital
Rhode Island
$281K -$62.9K -2,766 -18%
ATWA
2228
Arbor Trust Wealth Advisors
Michigan
$281K
VIMU
2229
Veritas Investment Management (UK)
United Kingdom
$281K +$294K +12,909 New
OCPWS
2230
One Charles Private Wealth Services
Massachusetts
$281K +$294K +12,930 New
JAG
2231
Journey Advisory Group
Kentucky
$280K +$4.37K +192 +2%
WIM
2232
Westside Investment Management
California
$279K -$60.8K -2,674 -9%
IA
2233
Inspire Advisors
Idaho
$279K -$2.25K -99 -0.8%
LC
2234
Landaas & Company
Wisconsin
$279K +$1.84K +81 +0.6%
UWM
2235
USAdvisors Wealth Management
Minnesota
$278K -$139K -6,103 -32%
CWM
2236
Circle Wealth Management
New Jersey
$277K +$10.6K +464 +4%
CWM
2237
Campbell Wealth Management
Virginia
$272K -$13.1K -576 -4%
HFP
2238
Holistic Financial Partners
Indiana
$272K +$4K +176 +1%
FPCP
2239
Fort Point Capital Partners
California
$271K
GJIC
2240
Gamble Jones Investment Counsel
California
$269K
Verition Fund Management
2241
Verition Fund Management
Connecticut
$269K +$281K +12,365 New
RTS
2242
Round Table Services
New Jersey
$268K -$70.1K -3,081 -20%
WA
2243
Wealth Architects
California
$268K -$44K -1,933 -14%
HIS
2244
Harvest Investment Services
Illinois
$268K -$30.5K -1,340 -10%
BWM
2245
BigSur Wealth Management
Florida
$267K
TSWM
2246
Triangle Securities Wealth Management
North Carolina
$266K -$20.8K -916 -7%
BA
2247
Bristlecone Advisors
Washington
$266K +$23 +1 +0%
BWM
2248
Biltmore Wealth Management
Arizona
$266K +$49.4K +2,172 +22%
CHA
2249
Cooper/Haims Advisors
New York
$264K +$159 +7 +0.1%
VWM
2250
Venturi Wealth Management
Texas
$264K +$10.5K +462 +4%