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Name Holding Trade Value Shares
Change
Change in
Stake
RWM
2576
RKL Wealth Management
Pennsylvania
$271K -$128K -2,262 -33%
MAP
2577
Milestone Advisory Partners
North Carolina
$270K – – –
PWM
2578
Prentice Wealth Management
New York
$269K +$261K +4,628 New
MF
2579
Montis Financial
Massachusetts
$268K +$226 +4 +0.1%
SFP
2580
Sterling Financial Planning
New Jersey
$267K +$2.65K +47 +1%
BMCM
2581
Bryn Mawr Capital Management
Pennsylvania
$266K -$62.5K -1,108 -20%
AGA
2582
Accuvest Global Advisors
Utah
$266K +$258K +4,579 New
6F
2583
626 Financial
Michigan
$266K +$294K +5,218 New
FNBOH
2584
First National Bank of Hutchinson
Kansas
$265K -$170K -3,015 -40%
CWM
2585
Chronos Wealth Management
Florida
$265K -$1.92K -34 -0.7%
BA
2586
Bridgewater Advisors
New York
$265K +$256K +4,536 New
OCM
2587
Oakwood Capital Management
California
$264K -$5.11M -90,598 -95%
WAM
2588
Winslow Asset Management
Ohio
$264K – – –
SA
2589
Sicart Associates
New York
$264K +$9.14K +162 +4%
LFA
2590
Landmark Financial Advisors
Kentucky
$264K +$257K +4,546 New
BDF
2591
Black Diamond Financial
Maryland
$263K -$22.6K -400 -8%
SAM
2592
Smithbridge Asset Management
Pennsylvania
$263K – – –
AAIM
2593
Asset Advisors Investment Management
Georgia
$262K -$8.8M -155,862 -97%
SI
2594
Scharf Investments
California
$262K -$6.55M -116,043 -96%
SPC
2595
Stewart & Patten Company
California
$261K -$67.6K -1,198 -21%
EPP
2596
ETF Portfolio Partners
Kansas
$261K – – –
MFS
2597
Mirabella Financial Services
United Kingdom
$261K +$253K +4,489 New
JFGLC
2598
Johnson Financial Group LLC (Colorado)
Colorado
$260K +$253K +4,475 New
LCM
2599
Laurion Capital Management
New York
$259K -$1.44M -25,582 -85%
RWM
2600
Reston Wealth Management
Virginia
$259K +$10.8K +192 +5%