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Name Holding Trade Value Shares
Change
Change in
Stake
HBW
2101
Hazlett, Burt & Watson
West Virginia
$348K -$3.73K -35 -1%
NCM
2102
Noesis Capital Mangement
Florida
$348K +$1.71K +16 +0.4%
CWM
2103
CCG Wealth Management
California
$348K +$8.85K +83 +2%
GWCM
2104
Godshalk Welsh Capital Management
Pennsylvania
$347K +$2.67K +25 +0.7%
KOC
2105
Koss-Olinger Consulting
Florida
$346K +$85.8K +805 +29%
OCG
2106
Opus Capital Group
Ohio
$345K – – –
LB
2107
Legacy Bridge
Iowa
$344K – – –
TCBWMS
2108
Texas Capital Bank Wealth Management Services
Texas
$344K – – –
AA
2109
Apriem Advisors
California
$344K +$107 +1 +0%
GAM
2110
Grandview Asset Management
Pennsylvania
$344K +$746 +7 +0.2%
BB
2111
Bell Bank
North Dakota
$343K -$140K -1,315 -27%
YC
2112
Yarbrough Capital
Tennessee
$343K – – –
NIM
2113
NuWave Investment Management
New Jersey
$343K +$378K +3,550 New
QPW
2114
Quantum Private Wealth
Florida
$340K -$8.42K -79 -2%
BFG
2115
Berger Financial Group
Minnesota
$340K +$2.67K +25 +0.7%
HIP
2116
HUB Investment Partners
Texas
$340K +$4.58K +43 +1%
RDWM
2117
Red Door Wealth Management
Tennessee
$340K +$15.7K +147 +4%
RVM
2118
Robinson Value Management
Texas
$339K – – –
VAM
2119
Veritas Asset Management
United Kingdom
$339K – – –
CWS
2120
Cypress Wealth Services
California
$339K +$107 +1 +0%
DOA
2121
D'Orazio & Associates
Virginia
$338K +$92.7K +870 +33%
COCM
2122
Charter Oak Capital Management
New Hampshire
$337K -$139K -1,304 -27%
SW
2123
SkyOak Wealth
Michigan
$337K – – –
SOS
2124
Silver Oak Securities
Tennessee
$336K -$435K -4,080 -54%
EGA
2125
Eagle Global Advisors
Texas
$336K – – –