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Name Holding Trade Value Shares
Change
Change in
Stake
PG
1551
Pendal Group
Australia
$276K +$35K +223 +14%
SPWM
1552
Schrum Private Wealth Management
Florida
$275K +$628 +4 +0.2%
FWM
1553
Forza Wealth Management
Florida
$275K +$289K +1,845 New
LPIC
1554
LeJeune Puetz Investment Counsel
Michigan
$274K
MIC
1555
Means Investment Company
Maine
$274K -$4.86K -31 -2%
CLOS
1556
Compagnie Lombard Odier SCmA
Switzerland
$274K +$144K +920 +100%
T
1557
TCWP
Ohio
$274K -$75.5K -481 -21%
NDSI
1558
Newman Dignan & Sheerar Inc
Rhode Island
$273K +$35.8K +228 +14%
FMC
1559
First Merchants Corp
Indiana
$273K -$57.4K -366 -17%
WA
1560
Wealth Alliance
New York
$273K +$16.2K +103 +6%
TA
1561
TFG Advisers
Michigan
$272K +$22.3K +142 +8%
VST
1562
Van Strum & Towne
California
$271K
QPW
1563
Quantum Private Wealth
Florida
$271K +$285K +1,816 New
GPA
1564
Garrison Point Advisors
California
$270K
CCM
1565
Crew Capital Management
Ohio
$269K +$8.63K +55 +3%
MAWA
1566
Moss Adams Wealth Advisors
Washington
$269K +$283K +1,805 New
CWA
1567
Clarity Wealth Advisors
California
$268K -$5.33K -34 -2%
NRI
1568
NFP Retirement Inc
California
$268K -$35.5K -226 -11%
PL
1569
Plancorp LLC
Missouri
$267K -$941 -6 -0.3%
KFGK
1570
Keystone Financial Group (Kentucky)
Kentucky
$267K -$25.3K -161 -8%
FWTB
1571
First Western Trust Bank
Colorado
$266K
WIC
1572
Woodmont Investment Counsel
Tennessee
$266K +$7.06K +45 +3%
TA
1573
TrueWealth Advisors
Alabama
$265K -$4.55K -29 -2%
FSCM
1574
Front Street Capital Management
Montana
$265K
VC
1575
Veracity Capital
Georgia
$265K -$6.28K -40 -2%