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Name Holding Trade Value Shares
Change
Change in
Stake
PWP
1551
Phillips Wealth Planners
Mississippi
$225K +$250K +1,503 New
HIP
1552
HUB Investment Partners
Texas
$224K -$1.83K -11 -0.8%
TCOT
1553
Trust Company of Toledo
Ohio
$224K -$11.6K -70 -5%
PWP
1554
Perfromance Wealth Partners
Illinois
$224K -$2.83K -17 -1%
KA
1555
Klingman & Associates
New York
$223K -$1.16K -7 -0.5%
BBWP
1556
Beacon Bridge Wealth Partners
Pennsylvania
$223K +$998 +6 +0.4%
RSWM
1557
Robertson Stephens Wealth Management
California
$222K -$11.8K -71 -5%
MPI
1558
Mairs & Power Inc
Minnesota
$221K -$32.6K -196 -13%
GWANC
1559
Guardian Wealth Advisors (North Carolina)
North Carolina
$221K +$10.3K +62 +5%
NCM
1560
Noesis Capital Mangement
Florida
$221K -$2.49K -15 -1%
FAFN
1561
First Affirmative Financial Network
Colorado
$220K -$51.9K -312 -19%
USB
1562
Union Savings Bank
Connecticut
$220K -$422K -2,539 -66%
NBWM
1563
North Berkeley Wealth Management
California
$220K – – –
ATS
1564
Ashton Thomas Securities
New York
$219K -$5.49K -33 -2%
ST
1565
Spinnaker Trust
Maine
$219K – – –
AT
1566
Arlington Trust
Alabama
$218K – – –
PA
1567
Probity Advisors
Texas
$218K -$21.8K -131 -9%
DE
1568
Diversified Enterprises
Delaware
$218K +$220K +1,323 New
SEIA
1569
Signature Estate & Investment Advisors
California
$218K -$34.1K -205 -13%
SFC
1570
SYM Financial Corp
Indiana
$217K +$220K +1,320 New
PL
1571
Perpetual Ltd
Australia
$217K – – –
CS
1572
Cannell & Spears
New York
$217K -$2.16K -13 -1%
CH
1573
Cromwell Holdings
Wyoming
$216K -$10.5K -63 -5%
CCA
1574
Cobblestone Capital Advisors
New York
$215K +$218K +1,308 New
FMTC
1575
Farmers & Merchants Trust Company
California
$215K – – –