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Name Holding Trade Value Shares
Change
Change in
Stake
AC
1201
Abbrea Capital
California
$342K +$43.4K +239 +14%
SFS
1202
Stiles Financial Services
Minnesota
$341K -$163K -898 -31%
BWM
1203
Baron Wealth Management
Michigan
$341K -$8.53K -47 -2%
CD
1204
Chapin Davis
Maryland
$340K -$1.09K -6 -0.3%
EAMA
1205
EFG Asset Management (Americas)
Florida
$339K -$47K -259 -12%
CFP
1206
Catalyst Financial Partners
Massachusetts
$339K +$44.7K +246 +14%
SGC
1207
Slocum, Gordon & Co
Rhode Island
$338K
MAP
1208
Moody Aldrich Partners
Massachusetts
$337K +$352K +1,936 New
MWM
1209
Modera Wealth Management
New Jersey
$335K -$113K -622 -24%
MPI
1210
Mairs & Power Inc
Minnesota
$335K
BFA
1211
Bragg Financial Advisors
North Carolina
$335K +$5.81K +32 +2%
CA
1212
CGN Advisors
Kansas
$334K
TFM
1213
TFC Financial Management
Massachusetts
$334K +$11.1K +61 +3%
OCM
1214
One Capital Management
California
$333K +$8.71K +48 +3%
BWP
1215
BSW Wealth Partners
Colorado
$333K -$61.5K -339 -15%
OWP
1216
Obermeyer Wealth Partners
Colorado
$332K -$54.5K -300 -14%
RCA
1217
Resonant Capital Advisors
Wisconsin
$330K -$29.6K -163 -8%
BOPW
1218
Brandywine Oak Private Wealth
Pennsylvania
$329K +$4.72K +26 +1%
SIA
1219
Schear Investment Advisers
Ohio
$329K -$9.26K -51 -3%
DBG
1220
De Burlo Group
Massachusetts
$329K +$70.8K +390 +26%
BAM
1221
Berkshire Asset Management
Pennsylvania
$328K
ODFS
1222
O'Donnell Financial Services
California
$327K +$726 +4 +0.2%
IIM
1223
Ipswich Investment Management
Massachusetts
$322K
CBFP
1224
Cedar Brook Financial Partners
Ohio
$321K -$25.1K -138 -7%
AWE
1225
Avidian Wealth Enterprises
Texas
$320K +$93K +512 +39%