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Name Holding Trade Value Shares
Change
Change in
Stake
TFA
526
Teamwork Financial Advisors
Texas
$309K +$336K +5,346 New
HTC
527
Haverford Trust Company
Pennsylvania
$308K
LWM
528
Laidlaw Wealth Management
New York
$307K +$334K +5,321 New
KMWM
529
Keudell/Morrison Wealth Management
Oregon
$305K -$45.1K -719 -12%
EWA
530
ERTS Wealth Advisors
Michigan
$305K -$13.2K -210 -4%
MERSOM
531
Municipal Employees' Retirement System of Michigan
Michigan
$305K +$5.65K +90 +2%
GRP
532
Global Retirement Partners
California
$304K -$25.1K -399 -7%
EWM
533
EPG Wealth Management
Georgia
$303K +$329K +5,239 New
HWA
534
Hilltop Wealth Advisors
North Carolina
$302K +$328K +5,230 New
APC
535
Aspire Private Capital
North Carolina
$301K
HAG
536
HighPoint Advisor Group
Illinois
$298K -$32.3K -515 -9%
BP
537
BBR Partners
New York
$298K -$4.21K -67 -1%
CAPTRUST Financial Advisors
538
CAPTRUST Financial Advisors
North Carolina
$298K +$324K +5,161 New
CIC
539
Carnegie Investment Counsel
Ohio
$297K +$2.45K +39 +0.8%
RIA
540
Realta Investment Advisors
Delaware
$297K +$3.64K +58 +1%
BIM
541
Bridges Investment Management
Nebraska
$292K
LIM
542
Leavell Investment Management
Alabama
$292K
SS
543
Sunbelt Securities
Texas
$290K -$25.1K -399 -7%
BSW
544
Buckingham Strategic Wealth
Missouri
$290K +$315K +5,024 New
BCA
545
Bay Colony Advisors
Massachusetts
$284K -$57.5K -916 -16%
FPS
546
Fieldpoint Private Securities
Connecticut
$282K -$1.44K -23 -0.5%
FDS
547
First Dallas Securities
Texas
$281K
PWP
548
Private Wealth Partners
California
$279K
FHC
549
First Heartland Consultants
Missouri
$278K +$4.52K +72 +2%
LJAC
550
L.J. Altfest & Co
New York
$276K +$300K +4,784 New