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Name Holding Trade Value Shares
Change
Change in
Stake
BBW
1376
Blue Barn Wealth
Utah
$280K +$16.8K +101 +7%
VHAM
1377
Van Hulzen Asset Management
California
$278K +$267K +1,605 New
JWCA
1378
J.W. Coons Advisors
Ohio
$278K
AWA
1379
Aaron Wealth Advisors
Illinois
$278K +$28.6K +172 +12%
SCA
1380
Sandy Cove Advisors
Massachusetts
$277K -$12.8K -77 -5%
MIS
1381
Morningstar Investment Services
Illinois
$277K +$261K +1,568 New
CS
1382
Cannell & Spears
New York
$276K
EWM
1383
Empirical Wealth Management
Washington
$275K +$37.4K +225 +16%
TA
1384
TrueWealth Advisors
Alabama
$275K +$3.83K +23 +1%
FWM
1385
FFT Wealth Management
Pennsylvania
$275K -$12.8K -77 -5%
SSWM
1386
Sheets Smith Wealth Management
North Carolina
$274K +$12.8K +77 +5%
JWCA
1387
J.W. Cole Advisors
Florida
$272K -$5.82K -35 -2%
APP
1388
Avantax Planning Partners
Iowa
$272K -$76.4K -459 -23%
WIC
1389
Woodmont Investment Counsel
Tennessee
$270K
MBT
1390
Montecito Bank & Trust
California
$270K -$209K -1,254 -45%
SC
1391
Sapient Capital
Indiana
$269K +$4.49K +27 +2%
CA
1392
Crewe Advisors
Utah
$269K +$107K +642 +70%
AIM
1393
Anchor Investment Management
South Carolina
$267K -$5.82K -35 -2%
FTIS
1394
First Trust Investment Solutions
Florida
$266K +$255K +1,534 New
HA
1395
Harfst & Associates
Wyoming
$266K
EA
1396
Everpar Advisors
Oklahoma
$264K +$254K +1,525 New
FAFN
1397
First Affirmative Financial Network
Colorado
$264K -$41.9K -252 -14%
CC
1398
Courier Capital
New York
$263K -$203K -1,218 -45%
AC
1399
Allstate Corporation
Illinois
$262K -$13.6K -82 -5%
FFA
1400
Fairfield Financial Advisors
Massachusetts
$262K +$251K +1,511 New