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Name Holding Trade Value Shares
Change
Change in
Stake
BHC
1651
Bowen Hanes & Co
Florida
$367K -$376K -4,782 -52%
LSPW
1652
Lake Street Private Wealth
Illinois
$367K +$135K +1,720 +65%
CF
1653
Corrigan Financial
Rhode Island
$366K -$62.9K -799 -15%
AFG
1654
Albion Financial Group
Utah
$365K
PHAM
1655
Palisades Hudson Asset Management
Florida
$365K
CF
1656
Centaurus Financial
California
$363K +$7.24K +92 +2%
PWPS
1657
Pinnacle Wealth Planning Services
Ohio
$363K +$104K +1,322 +44%
EP
1658
Edgestream Partners
New Jersey
$362K -$2.51M -31,890 -88%
TFF
1659
The Family Firm
Maryland
$362K +$315 +4 +0.1%
HWMG
1660
Hurlow Wealth Management Group
Indiana
$361K -$52.3K -664 -14%
BCCM
1661
Bridge Creek Capital Management
Massachusetts
$359K -$1.97K -25 -0.6%
AA
1662
Alesco Advisors
New York
$359K
CPC
1663
Congress Park Capital
New York
$359K +$79 +1 +0%
SIM
1664
Sadoff Investment Management
Wisconsin
$359K +$1.89K +24 +0.6%
GFS
1665
GYL Financial Synergies
Connecticut
$358K -$30.5K -387 -8%
AC
1666
Avestar Capital
New York
$356K +$2.6K +33 +0.7%
AGA
1667
Accuvest Global Advisors
Utah
$356K +$333K +4,229 New
DCM
1668
Driehaus Capital Management
Illinois
$355K -$19.4M -245,820 -98%
FNB
1669
Farmers National Bank
Kentucky
$354K
SIG
1670
Sargent Investment Group
Maryland
$353K +$31.3K +398 +10%
JIC
1671
Joel Isaacson & Co
New York
$353K +$82.8K +1,052 +33%
PGAM
1672
Princeton Global Asset Management
New Jersey
$349K -$23.6K -300 -7%
CIP
1673
Convergence Investment Partners
Florida
$349K +$11.3K +143 +4%
FPCP
1674
Fort Point Capital Partners
California
$348K
BPWA
1675
Beacon Pointe Wealth Advisors
California
$346K +$8.66K +110 +3%