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Name Holding Trade Value Shares
Change
Change in
Stake
S
2226
SimplyRich
California
$340K +$32.7K +812 +11%
BFM
2227
Boston Financial Management
Massachusetts
$340K -$37.6K -932 -10%
OC
2228
Oakworth Capital
Alabama
$340K +$7.74K +192 +2%
APW
2229
Austin Private Wealth
Texas
$338K +$41.7K +1,035 +14%
HCP
2230
Hardin Capital Partners
South Carolina
$338K +$330K +8,184 New
KFC
2231
Klingenstein Fields & Co
New York
$337K – – –
JWWM
2232
Johnson & White Wealth Management
Pennsylvania
$337K +$127K +3,148 +63%
BWAM
2233
Boyd Watterson Asset Management
Ohio
$335K – – –
LWM
2234
Lodestone Wealth Management
Washington
$334K -$7.9K -196 -2%
V
2235
ViaWealth
Kansas
$334K -$106K -2,620 -24%
CAM
2236
Covenant Asset Management
New Jersey
$334K -$28.2K -700 -8%
LWCFA
2237
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$334K -$68.9K -1,710 -18%
GIA
2238
GHP Investment Advisors
Colorado
$334K -$4.8K -119 -1%
LWM
2239
Lakeridge Wealth Management
Ohio
$333K -$5.32K -132 -2%
FCFC
2240
First Commonwealth Financial Corp
Pennsylvania
$333K -$12.7K -314 -4%
PIA
2241
Pinion Investment Advisors
Kansas
$333K -$12.6K -312 -4%
BDFN
2242
Bond & Devick Financial Network
Minnesota
$332K +$12.8K +318 +4%
TSWM
2243
Tyler-Stone Wealth Management
Ohio
$332K -$20K -497 -6%
TCOK
2244
Trust Company of Kansas
Kansas
$331K -$11.5K -285 -3%
GAB
2245
German American Bancorp
Indiana
$331K – – –
LFA
2246
Laraway Financial Advisors
Minnesota
$329K +$4.47K +111 +1%
RPWA
2247
Regent Peak Wealth Advisors
Georgia
$329K +$10.9K +270 +4%
SPWG
2248
Sage Private Wealth Group
Illinois
$329K +$43K +1,067 +15%
AWA
2249
Acorn Wealth Advisors
Michigan
$328K -$77.9K -1,933 -20%
SIC
2250
Sterling Investment Counsel
New York
$328K -$39.2K -973 -11%