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Name Holding Trade Value Shares
Change
Change in
Stake
TW
2376
Towerpoint Wealth
California
$218K +$115K +420 +0.2%
SCA
2377
Sippican Capital Advisors
Massachusetts
$217K -$31.9K -117 -11%
BI
2378
Blooom Inc
Kansas
$217K +$263K +963 New
AFM
2379
Abbot Financial Management
Massachusetts
$216K +$263K +963 New
JWA
2380
JFS Wealth Advisors
Pennsylvania
$214K -$131K -480 -34%
AL
2381
Arnhold LLC
New York
$213K
CFA
2382
Cahill Financial Advisors
Minnesota
$213K +$23.7K +87 +10%
TA
2383
TruWealth Advisors
Louisiana
$213K +$83.5K +306 +48%
HWA
2384
Heritage Wealth Advisors
Virginia
$212K -$13.1K -48 -5%
NCM
2385
Nelson Capital Management
California
$212K -$8.19K -30 -3%
BAS
2386
Brown Advisory Securities
Maryland
$212K
FA
2387
Financial Advisors
Massachusetts
$211K
SLG
2388
Stanley-Laman Group
Pennsylvania
$211K +$9.83K +36 +4%
AIA
2389
Arbor Investment Advisors
North Carolina
$210K -$22.9K -84 -8%
CFAM
2390
Coury Firm Asset Management
Pennsylvania
$210K
FBC
2391
Fairfield, Bush & Co
Connecticut
$210K
JAIC
2392
Josh Arnold Investment Consultant
Minnesota
$210K +$16.4K +60 +7%
AOG
2393
Alpha Omega Group
Virginia
$210K +$19.7K +72 +8%
BWIA
2394
Bryant Woods Investment Advisors
New York
$210K +$85.2K +312 +50%
MWM
2395
Marietta Wealth Management
Georgia
$209K +$819 +3 +0.3%
DWP
2396
Destiny Wealth Partners
Florida
$209K +$9.01K +33 +4%
SDWIA
2397
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$209K +$14.7K +54 +6%
HR
2398
Howe & Rusling
New York
$208K +$4.09K +15 +2%
APA
2399
Astoria Portfolio Advisors
New York
$208K +$18K +66 +8%
SI
2400
Saxon Interests
Texas
$208K +$79.4K +291 +46%