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Name Holding Trade Value Shares
Change
Change in
Stake
AF
2226
AtlasMark Financial
Texas
$284K – – –
SPP
2227
Single Point Partners
Massachusetts
$282K +$295K +12,975 New
BFC
2228
Blue Fin Capital
Rhode Island
$281K -$62.9K -2,766 -18%
ATWA
2229
Arbor Trust Wealth Advisors
Michigan
$281K – – –
VIMU
2230
Veritas Investment Management (UK)
United Kingdom
$281K +$294K +12,909 New
OCPWS
2231
One Charles Private Wealth Services
Massachusetts
$281K +$294K +12,930 New
JAG
2232
Journey Advisory Group
Kentucky
$280K +$4.37K +192 +2%
WIM
2233
Westside Investment Management
California
$279K -$60.8K -2,674 -9%
IA
2234
Inspire Advisors
Idaho
$279K -$2.25K -99 -0.8%
LC
2235
Landaas & Company
Wisconsin
$279K +$1.84K +81 +0.6%
UWM
2236
USAdvisors Wealth Management
Minnesota
$278K -$139K -6,103 -32%
CWM
2237
Circle Wealth Management
New Jersey
$277K +$10.6K +464 +4%
CWM
2238
Campbell Wealth Management
Virginia
$272K -$13.1K -576 -4%
HFP
2239
Holistic Financial Partners
Indiana
$272K +$4K +176 +1%
FPCP
2240
Fort Point Capital Partners
California
$271K – – –
GJIC
2241
Gamble Jones Investment Counsel
California
$269K – – –
Verition Fund Management
2242
Verition Fund Management
Connecticut
$269K +$281K +12,365 New
RTS
2243
Round Table Services
New Jersey
$268K -$70.1K -3,081 -20%
WA
2244
Wealth Architects
California
$268K -$44K -1,933 -14%
HIS
2245
Harvest Investment Services
Illinois
$268K -$30.5K -1,340 -10%
BWM
2246
BigSur Wealth Management
Florida
$267K – – –
TSWM
2247
Triangle Securities Wealth Management
North Carolina
$266K -$20.8K -916 -7%
BA
2248
Bristlecone Advisors
Washington
$266K +$23 +1 +0%
BWM
2249
Biltmore Wealth Management
Arizona
$266K +$49.4K +2,172 +22%
CHA
2250
Cooper/Haims Advisors
New York
$264K +$159 +7 +0.1%