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Name Holding Trade Value Shares
Change
Change in
Stake
LA
2226
Lifeworks Advisors
Michigan
$387K -$27.7K -277 -7%
RVM
2227
Robinson Value Management
Texas
$385K
COCM
2228
Charter Oak Capital Management
New Hampshire
$384K -$500 -5 -0.1%
PBK
2229
Peoples Bank (Kansas)
Kansas
$384K
CTB
2230
Country Trust Bank
Illinois
$383K -$16.3K -163 -4%
HBW
2231
Hazlett, Burt & Watson
West Virginia
$382K +$100 +1 +0%
MA
2232
MBA Advisors
Pennsylvania
$382K +$4.4K +44 +1%
CFS
2233
Commonwealth Financial Services
West Virginia
$382K -$15K -150 -4%
AF
2234
Affiance Financial
Minnesota
$382K
SFS
2235
Strategic Financial Services
New York
$382K
BCM
2236
BluePath Capital Management
Georgia
$379K -$19.2K -192 -5%
RCM
2237
Raleigh Capital Management
North Carolina
$378K -$34.1K -341 -9%
EWM
2238
Evermay Wealth Management
Virginia
$378K +$2.2K +22 +0.6%
PSP
2239
Pacific Sage Partners
Washington
$377K
BFG
2240
Berger Financial Group
Minnesota
$377K +$9.89K +99 +3%
BCM
2241
Birch Capital Management
Texas
$377K
VAG
2242
VisionPoint Advisory Group
Texas
$376K +$31.4K +314 +10%
SCM
2243
Sage Capital Management
New Jersey
$376K +$341K +3,417 New
TCBWMS
2244
Texas Capital Bank Wealth Management Services
Texas
$376K -$24.1K -241 -7%
PHWM
2245
Pine Harbor Wealth Management
Maryland
$375K +$341K +3,408 New
ZF
2246
Zhang Financial
Michigan
$375K +$340K +3,407 New
NFA
2247
Northern Financial Advisors
Michigan
$375K +$19.6K +196 +6%
SFM
2248
Systematic Financial Management
New Jersey
$374K
CWS
2249
Cypress Wealth Services
California
$374K -$2.8K -28 -0.8%
OL
2250
Optas LLC
Texas
$374K +$14.9K +149 +5%