Name Holding Trade Value Shares
Change
Change in
Stake
DWM
1251
Ducere Wealth Management
California
$259K +$268K +2,057 New
RF
1252
Rossby Financial
Florida
$258K -$725K -5,559 -73%
APA
1253
Astoria Portfolio Advisors
New York
$258K -$14.5K -111 -5%
CWG
1254
Cornerstone Wealth Group
North Carolina
$258K -$21K -161 -7%
PAW
1255
Plan A Wealth
Nebraska
$257K +$24.8K +190 +10%
FAM
1256
Fenimore Asset Management
New York
$257K – – –
AHC
1257
Adell Harriman & Carpenter
Texas
$257K -$4.57K -35 -2%
FHC
1258
First Heartland Consultants
Missouri
$257K – – –
ANBT
1259
American National Bank & Trust
Texas
$256K +$522 +4 +0.2%
CGL
1260
Clarius Group LLC
Washington
$253K -$11K -84 -4%
IFG
1261
Independent Financial Group
California
$253K -$16.4K -126 -6%
DAM
1262
Delta Asset Management
Tennessee
$252K -$118K -901 -31%
OL
1263
one8zero8 LLC
North Carolina
$252K -$26.1K -200 -9%
CUAMC
1264
China Universal Asset Management Company
China
$252K – – –
FIM
1265
Fruth Investment Management
Texas
$251K – – –
EV
1266
EJMK Ventures
Illinois
$250K +$259K +1,988 New
MG
1267
Mather Group
Illinois
$249K -$104K -801 -29%
CPA
1268
Capital Planning Advisors
California
$249K -$147K -1,125 -36%
BAM
1269
Berkshire Asset Management
Pennsylvania
$249K -$138K -1,061 -35%
PA
1270
Procyon Advisors
Connecticut
$247K -$83.3K -639 -25%
LEA
1271
Legacy Edge Advisors
New York
$246K +$7.04K +54 +3%
Financial Engines Advisors
1272
Financial Engines Advisors
California
$246K -$11.6K -89 -4%
DAM
1273
Directional Asset Management
Illinois
$244K +$253K +1,943 New
SGC
1274
Slocum, Gordon & Co
Rhode Island
$244K – – –
HDIM
1275
Hanson & Doremus Investment Management
Vermont
$244K +$38K +291 +18%