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Name Holding Trade Value Shares
Change
Change in
Stake
EWM
976
Executive Wealth Management
Michigan
$363K +$162 +2 +0%
IFAM
977
Institutional & Family Asset Management
Colorado
$361K -$404 -5 -0.1%
PVWM
978
Point View Wealth Management
New Jersey
$358K -$5.33K -66 -2%
FAS
979
Formuepleje A/S
Denmark
$357K -$362K -4,486 -52%
WTB
980
Washington Trust Bank
Washington
$355K – – –
AP
981
Appleton Partners
Massachusetts
$353K – – –
BFC
982
Bedel Financial Consulting
Indiana
$352K +$2.1K +26 +0.6%
SMFS
983
Squar Milner Financial Services
California
$352K +$77K +953 +31%
RA
984
RFG Advisory
Alabama
$351K +$74.9K +927 +30%
CG
985
Corundum Group
Colorado
$350K +$1.7K +21 +0.5%
SLT
986
St Louis Trust
Missouri
$346K – – –
VBFP
987
Valtinson Bruner Financial Planning
Minnesota
$346K +$8.32K +103 +3%
ACA
988
Atlas Capital Advisors
Wyoming
$342K +$26.1K +323 +9%
PCIA
989
Prime Capital Investment Advisors
Kansas
$341K -$228K -2,820 -42%
LW
990
Linscomb Wealth
Texas
$340K -$25.4K -314 -7%
MIM
991
Marco Investment Management
Georgia
$335K – – –
OC
992
Oarsman Capital
Wisconsin
$334K +$312K +3,861 New
FMWA
993
Forvis Mazars Wealth Advisors
Missouri
$333K -$13.2K -163 -4%
NNP
994
Nachman Norwood & Parrott
South Carolina
$332K – – –
WANY
995
Wealthspire Advisors (New York)
New York
$332K +$310K +3,832 New
FMTC
996
Farmers & Merchants Trust Company
California
$331K – – –
TCOO
997
Trust Company of Oklahoma
Oklahoma
$330K -$4.85K -60 -2%
BFIC
998
Bedell Frazier Investment Counselling
California
$329K -$1.21K -15 -0.4%
Jones Financial Companies
999
Jones Financial Companies
Missouri
$327K +$1.7K +21 +0.6%
BBA
1000
Braun-Bostich & Associates
Pennsylvania
$327K +$128K +1,583 +72%