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Name Holding Trade Value Shares
Change
Change in
Stake
JFA
1326
Johanson Financial Advisors
California
$333K -$39.5K -788 -11%
MCM
1327
MV Capital Management
Maryland
$332K -$34.9K -696 -10%
AFS
1328
Access Financial Services
Minnesota
$330K -$2.06K -41 -0.7%
CWM
1329
Cabot Wealth Management
Massachusetts
$329K
FC
1330
Forte Capital
New York
$329K
PCM
1331
Pointe Capital Management
Michigan
$329K
MWM
1332
Mission Wealth Management
California
$328K
CCT
1333
Capital City Trust
Florida
$327K
MAM
1334
Martingale Asset Management
Massachusetts
$326K
KS
1335
Karpas Strategies
Connecticut
$325K
TCB
1336
Texas Capital Bancshares
Texas
$324K -$25.9K -517 -8%
SAM
1337
SignalPoint Asset Management
Missouri
$323K +$304K +6,060 New
ECM
1338
EagleClaw Capital Management
Massachusetts
$321K
RVM
1339
Robinson Value Management
Texas
$320K -$198K -3,956 -40%
SFG
1340
Sather Financial Group
Texas
$320K
CCM
1341
Carlson Capital Management
Minnesota
$318K -$6.77K -135 -2%
GIP
1342
Greatmark Investment Partners
Georgia
$317K -$4.52K -90 -1%
SCA
1343
Stonebridge Capital Advisors
Minnesota
$317K +$8.03K +160 +3%
FPCM
1344
Financial Partners Capital Management
New York
$316K
CK
1345
Cohen Klingenstein
New York
$314K
RIA
1346
Regal Investment Advisors
Michigan
$312K +$4.57K +91 +2%
Members Trust
1347
Members Trust
Florida
$311K +$7.43K +148 +3%
Lido Advisors
1348
Lido Advisors
California
$311K +$21.8K +435 +8%
CSM
1349
CAMG Solamere Management
North Carolina
$308K +$60.9K +1,214 +27%
TYCC
1350
Texas Yale Capital Corp
Florida
$307K -$16.3K -325 -5%