Name Holding Trade Value Shares
Change
Change in
Stake
IAG
1576
Investmark Advisory Group
Connecticut
$256K -$2.53K -17 -1%
BFA
1577
Beaumont Financial Advisors
Massachusetts
$255K -$2.23K -15 -0.9%
RP
1578
Riverbridge Partners
Minnesota
$255K – – –
BFC
1579
Bedel Financial Consulting
Indiana
$254K -$29.3K -197 -11%
HS
1580
Horan Securities
United States
$254K -$6.11K -41 -2%
PCMC
1581
Private Capital Management (Colorado)
Colorado
$253K +$242K +1,623 New
MIM
1582
MTM Investment Management
South Carolina
$251K +$149 +1 +0.1%
BST
1583
Bath Savings Trust
Maine
$250K -$3.72K -25 -2%
VC
1584
Veracity Capital
Georgia
$250K -$596 -4 -0.2%
WP
1585
WealthShield Partners
North Carolina
$250K +$239K +1,602 New
CFG
1586
Copley Financial Group
California
$249K +$238K +1,599 New
MMA
1587
Miracle Mile Advisors
California
$249K +$5.21K +35 +2%
NWM
1588
Northwest Wealth Management
Iowa
$249K +$2.23K +15 +0.9%
TC
1589
TAGStone Capital
North Carolina
$248K – – –
CG
1590
Cynosure Group
Utah
$248K +$9.68K +65 +4%
SSWM
1591
Sheets Smith Wealth Management
North Carolina
$248K -$6.55K -44 -3%
SFP
1592
Sweet Financial Partners
Minnesota
$247K +$149 +1 +0.1%
BAM
1593
BOS Asset Management
Illinois
$247K – – –
AIM
1594
Avity Investment Management
Connecticut
$247K – – –
APA
1595
Astoria Portfolio Advisors
New York
$247K +$232K +1,556 New
CFG
1596
Clayton Financial Group
Missouri
$246K +$1.34K +9 +0.6%
SWA
1597
SOA Wealth Advisors
New York
$246K -$1.94K -13 -0.8%
LWM
1598
Liberty Wealth Management
California
$245K -$745 -5 -0.3%
TA
1599
TrueWealth Advisors
Alabama
$245K -$29.8K -200 -11%
AWM
1600
Aprio Wealth Management
Georgia
$245K +$2.38K +16 +1%