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Name Holding Trade Value Shares
Change
Change in
Stake
HR
1401
Howe & Rusling
New York
$261K -$21.8K -131 -8%
SCM
1402
Sterneck Capital Management
Missouri
$260K
V
1403
VeraBank
Texas
$260K
FC
1404
Forte Capital
New York
$260K -$37.8K -227 -13%
BHA
1405
Beech Hill Advisors
New York
$259K
HI
1406
Harbour Investments
Wisconsin
$259K -$2.66K -16 -1%
AO
1407
Advisor OS
Illinois
$259K -$56.9K -342 -19%
KMWM
1408
Keudell/Morrison Wealth Management
Oregon
$258K -$18K -108 -7%
KCFA
1409
Key Client Fiduciary Advisors
New Jersey
$258K +$49.8K +299 +25%
BONST
1410
Bank of Nova Scotia Trust
Ontario, Canada
$257K +$247K +1,484 New
NRC
1411
New Republic Capital
North Carolina
$257K -$26K -156 -10%
SEIA
1412
Signature Estate & Investment Advisors
California
$256K +$246K +1,477 New
IB
1413
Intrust Bank
Kansas
$255K -$123K -737 -33%
FA
1414
Faithward Advisors
Pennsylvania
$255K +$245K +1,471 New
MWM
1415
Meridian Wealth Management
Kentucky
$254K +$244K +1,465 New
CVA
1416
Central Valley Advisors
California
$254K +$46.6K +280 New
TRIA
1417
Trail Ridge Investment Advisors
Colorado
$252K
CWM
1418
Cahill Wealth Management
Michigan
$252K +$166 +1 +0.1%
KFS
1419
Kaizen Financial Strategies
California
$251K +$166 +1 +0.1%
DWM
1420
Drive Wealth Management
Utah
$250K -$3K -18 -1%
BBWP
1421
Beacon Bridge Wealth Partners
Pennsylvania
$250K
BHWM
1422
Bar Harbor Wealth Management
New Hampshire
$250K -$3.99K -24 -2%
MRCM
1423
M&R Capital Management
New Jersey
$250K
WWS
1424
Wellington Wealth Strategies
Indiana
$248K +$238K +1,432 New
HIP
1425
HUB Investment Partners
Texas
$248K +$33.1K +199 +16%