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Name Holding Trade Value Shares
Change
Change in
Stake
BWM
1426
BCS Wealth Management
Tennessee
$278K +$262K +1,423 New
PJSIMP
1427
P.J. Schmidt Investment Management (PJS)
Wisconsin
$278K +$13.8K +75 +6%
AF
1428
Advisornet Financial
Minnesota
$276K +$204K +1,106 +359%
EA
1429
Everpar Advisors
Oklahoma
$276K -$21K -114 -7%
BCA
1430
Bay Colony Advisors
Massachusetts
$275K +$369 +2 +0.1%
TRIA
1431
Trail Ridge Investment Advisors
Colorado
$274K
FIM
1432
Fernwood Investment Management
Massachusetts
$274K
AIMCA
1433
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$274K +$258K +1,400 New
CH
1434
Cromwell Holdings
Wyoming
$273K
KFS
1435
Kaizen Financial Strategies
California
$270K +$369 +2 +0.1%
NRW
1436
Nova R Wealth
Kansas
$268K +$184 +1 +0.1%
MBT
1437
Montecito Bank & Trust
California
$267K -$35K -190 -12%
TCOT
1438
Trust Company of Toledo
Ohio
$266K
NCM
1439
Noesis Capital Mangement
Florida
$265K +$2.76K +15 +1%
NB
1440
Nicolet Bankshares
Wisconsin
$265K
BBWP
1441
Beacon Bridge Wealth Partners
Pennsylvania
$264K -$17K -92 -6%
GC
1442
Grimes & Company
Massachusetts
$263K +$248K +1,347 New
JWA
1443
JFS Wealth Advisors
Pennsylvania
$263K +$170K +921 +217%
CAL
1444
Capital Advisors Ltd
Ohio
$261K +$1.66K +9 +0.7%
ST
1445
Spinnaker Trust
Maine
$260K +$245K +1,330 New
CGPCS
1446
Capital Group Private Client Services
California
$259K -$456K -2,474 -65%
RCM
1447
RB Capital Management
Nevada
$259K -$18.6K -101 -7%
FFA
1448
Florida Financial Advisors
Florida
$259K +$10.1K +55 +4%
MW
1449
Marcum Wealth
Ohio
$257K +$369 +2 +0.2%
PL
1450
Perpetual Ltd
Australia
$257K +$3.13K +17 +1%