Name Holding Trade Value Shares
Change
Change in
Stake
HTIM
1501
Harbour Trust & Investment Management
Indiana
$291K -$24.9K -167 -8%
APW
1502
Austin Private Wealth
Texas
$290K -$20.3K -136 -7%
BHPW
1503
Beverly Hills Private Wealth
California
$290K -$74.9K -503 -21%
EWM
1504
Evermay Wealth Management
Virginia
$289K -$41K -275 -13%
GDP
1505
Great Diamond Partners
Maine
$289K -$105K -705 -28%
SAM
1506
SignalPoint Asset Management
Missouri
$289K +$149 +1 +0.1%
SHGA
1507
Sand Hill Global Advisors
California
$288K +$22K +148 +9%
CHA
1508
Carmichael Hill & Associates
Maryland
$288K +$2.53K +17 +0.9%
BWP
1509
Balboa Wealth Partners
Arizona
$287K +$274K +1,839 New
LAM
1510
L2 Asset Management
Massachusetts
$286K +$9.09K +61 +3%
CTC
1511
Corundum Trust Company
South Dakota
$286K -$55.4K -372 -17%
JF
1512
JSF Financial
California
$286K -$147K -987 -35%
LPAM
1513
Lodestar Private Asset Management
California
$286K -$37.2K -250 -12%
ISB
1514
Iowa State Bank
Iowa
$286K -$119K -802 -30%
A
1515
AlphaQuest
New York
$286K -$39.3K -264 -13%
HFAS
1516
Hummer Financial Advisory Services
Illinois
$285K – – –
PB
1517
Pinnacle Bancorp
Nebraska
$285K -$3.72K -25 -1%
SMA
1518
Seven Mile Advisory
New Jersey
$284K -$1.19K -8 -0.4%
PWM
1519
Prentice Wealth Management
New York
$283K -$2.08K -14 -0.8%
TIA
1520
Traphagen Investment Advisors
New Jersey
$282K +$1.94K +13 +0.7%
SC
1521
Summa Corp
Texas
$281K – – –
GMFG
1522
Greater Midwest Financial Group
Minnesota
$280K +$1.64K +11 +0.6%
KFGK
1523
Keystone Financial Group (Kentucky)
Kentucky
$280K +$149 +1 +0.1%
S
1524
Sachetta
Massachusetts
$280K +$42.9K +288 +19%
RWA
1525
Redhawk Wealth Advisors
Minnesota
$279K -$8.94K -60 -3%