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Name Holding Trade Value Shares
Change
Change in
Stake
FNBT
1176
FineMark National Bank & Trust
Florida
$314K -$16.3K -94 -5%
BJL
1177
Brighton Jones LLC
Washington
$314K +$316K +1,828 New
RPCONE
1178
Retirement Planning Company of New England
Rhode Island
$313K +$71.9K +416 +30%
OCM
1179
One Capital Management
California
$310K +$66.6K +385 +27%
KWM
1180
Kolinsky Wealth Management
New Jersey
$307K +$38.6K +223 +14%
LSPW
1181
Lake Street Private Wealth
Illinois
$306K -$71.3K -412 -19%
JWCA
1182
J.W. Coons Advisors
Ohio
$305K -$145K -840 -32%
EA
1183
Echo45 Advisors
California
$305K -$22.3K -129 -7%
CA
1184
CGN Advisors
Kansas
$305K
BFA
1185
Buttonwood Financial Advisors
Maryland
$304K +$306K +1,770 New
OFS
1186
OneAscent Financial Services
Alabama
$303K -$4.5K -26 -1%
TC
1187
Telemus Capital
Michigan
$303K +$2.08K +12 +0.7%
DWM
1188
Drive Wealth Management
Utah
$303K +$84.2K +487 +38%
WCM
1189
Wallace Capital Management
Texas
$302K
VFA
1190
Values First Advisors
Tennessee
$300K +$24.7K +143 +9%
BB
1191
Busey Bank
Illinois
$299K +$346 +2 +0.1%
AAP
1192
Arax Advisory Partners
Colorado
$298K +$5.71K +33 +2%
IIA
1193
ICW Investment Advisors
Arizona
$298K +$8.65K +50 +3%
NRW
1194
Nova R Wealth
Kansas
$295K -$1.73K -10 -0.6%
IIA
1195
Integral Investment Advisors
California
$295K +$8.47K +49 +3%
EWM
1196
Empirical Wealth Management
Washington
$294K -$17.6K -102 -6%
MGIA
1197
Moneta Group Investment Advisors
Missouri
$294K +$32.5K +188 +12%
BFG
1198
Berger Financial Group
Minnesota
$293K -$41.9K -242 -12%
SRSA
1199
S.R. Schill & Associates
Washington
$293K +$1.38K +8 +0.5%
WIM
1200
Wittenberg Investment Management
Massachusetts
$291K -$102K -588 -26%