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Name Holding Trade Value Shares
Change
Change in
Stake
OCM
776
Orchard Capital Management
Illinois
$246K
PA
777
Planning Alternatives
Michigan
$245K +$21.4K +81 +10%
PFS
778
Prospera Financial Services
Texas
$245K -$2.12K -8 -0.9%
CA
779
Claro Advisors
Massachusetts
$244K -$4.23K -16 -2%
SCM
780
Shelton Capital Management
Colorado
$243K -$12.2K -46 -5%
BEAM
781
Baker Ellis Asset Management
Washington
$243K -$26.4K -100 -10%
GVAG
782
Great Valley Advisor Group
Delaware
$242K +$2.12K +8 +0.9%
RMP
783
Richards, Merrill & Peterson
Washington
$241K
RIA
784
Rhodes Investment Advisors
Texas
$241K +$236K +893 New
FC
785
Farringdon Capital
United Kingdom
$241K +$236K +893 New
SCP
786
Sivia Capital Partners
California
$240K
HPBT
787
Hickory Point Bank & Trust
Illinois
$238K
IAIM
788
International Assets Investment Management
Florida
$236K +$5.02K +19 +2%
AWM
789
AE Wealth Management
Kansas
$235K +$230K +870 New
BWM
790
Baron Wealth Management
Michigan
$235K -$3.7K -14 -2%
CFO
791
CVA Family Office
Colorado
$235K +$10.8K +41 +5%
C
792
Certuity
Florida
$234K -$14.8K -56 -6%
GIA
793
GHP Investment Advisors
Colorado
$233K
WWC
794
Waypoint Wealth Counsel
Georgia
$232K -$120K -455 -35%
SP
795
Symmetry Partners
Connecticut
$231K +$226K +856 New
FRA
796
Frank Rimerman Advisors
California
$231K +$3.17K +12 +1%
CNB
797
Camden National Bank
Maine
$226K +$1.59K +6 +0.7%
JCM
798
Jacobsen Capital Management
Utah
$225K +$264 +1 +0.1%
FMLI
799
Fukoku Mutual Life Insurance
Japan
$225K
IA
800
Invested Advisors
Pennsylvania
$222K +$218K +825 New