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Name Holding Trade Value Shares
Change
Change in
Stake
HIIFS
2401
Harel Insurance Investments & Financial Services
Israel
$273K -$8.21K -146 -3%
MAS
2402
Managed Account Services
Florida
$273K +$4.28K +76 +2%
TA
2403
Trellis Advisors
Washington
$273K +$13.8K +245 +5%
IMOV
2404
Investment Management of Virginia
Virginia
$270K +$29.8K +530 +12%
LIM
2405
Lathrop Investment Management
Arkansas
$269K -$375K -6,667 -58%
LF
2406
Lee Financial
Texas
$269K +$17.2K +306 +7%
SWM
2407
Segment Wealth Management
Texas
$267K – – –
SMG
2408
Smart Money Group
Texas
$266K +$271K +4,814 New
JHP
2409
James Hambro & Partners
United Kingdom
$265K -$84.2K -1,497 -24%
OBGC
2410
O'Brien Greene & Co
Pennsylvania
$264K – – –
CGA
2411
Crescent Grove Advisors
Illinois
$263K -$10.9K -194 -4%
WMSA
2412
Weiss Multi-Strategy Advisers
New York
$262K -$2.55M -45,254 -91%
AWS
2413
Arkfeld Wealth Strategies
Nebraska
$260K +$10.1K +180 +4%
CG
2414
Corundum Group
Colorado
$257K -$20.2K -359 -7%
RWM
2415
Reston Wealth Management
Virginia
$257K -$6.64K -118 -2%
MAP
2416
Milestone Advisory Partners
North Carolina
$256K – – –
SAM
2417
Smithbridge Asset Management
Pennsylvania
$256K +$14.1K +250 +6%
FWM
2418
FSA Wealth Management
Massachusetts
$254K -$3.77K -67 -1%
AFA
2419
Atlanta Financial Associates
Georgia
$254K -$1.97K -35 -0.8%
CWM
2420
Chronos Wealth Management
Florida
$253K – – –
SCM
2421
Silvant Capital Management
Georgia
$253K – – –
HGWM
2422
Harvest Group Wealth Management
Massachusetts
$252K +$113 +2 +0%
SLA
2423
Silver Lake Advisory
Utah
$252K +$1.69K +30 +0.7%
TIM
2424
Total Investment Management
Arizona
$251K -$4.95K -88 -2%
WAM
2425
Winslow Asset Management
Ohio
$251K – – –