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Name Holding Trade Value Shares
Change
Change in
Stake
TC
2276
Trilogy Capital
California
$241K – – –
AAP
2277
Arax Advisory Partners
Colorado
$241K +$1.6K +13 +0.6%
JIC
2278
Joel Isaacson & Co
New York
$241K +$34.5K +281 +16%
ME
2279
McIlrath & Eck
Washington
$240K +$123 +1 +0%
RCG
2280
Rock Creek Group
District of Columbia
$238K -$132K -1,071 -35%
HPIA
2281
Hamilton Point Investment Advisors
North Carolina
$238K +$18.4K +150 +8%
FMP
2282
Financial Management Professionals
Texas
$238K +$22.4K +182 +10%
CT
2283
Clearstead Trust
Maine
$238K +$84.4K +687 +52%
FPIS
2284
Financial Planning & Information Services
Wisconsin
$237K +$5.77K +47 +2%
KA
2285
Kozak & Associates
Colorado
$237K +$225K +1,829 New
OWA
2286
Opal Wealth Advisors
New York
$236K -$6.39K -52 -3%
DAM
2287
Deltec Asset Management
New York
$236K – – –
MIM
2288
Merrion Investment Management
New Jersey
$236K – – –
WCM
2289
Wisconsin Capital Management
Wisconsin
$236K – – –
ANB
2290
Amarillo National Bank
Texas
$235K – – –
MIC
2291
Meridian Investment Counsel
California
$233K – – –
SGCA
2292
Steel Grove Capital Advisors
Tennessee
$233K +$242K +1,971 New
RP
2293
Rowlandmiller & Partners
Georgia
$232K +$11.1K +90 +4%
PAIM
2294
Punch & Associates Investment Management
Minnesota
$232K -$1.47K -12 -0.6%
FVWA
2295
Foster Victor Wealth Advisors
South Carolina
$232K +$4.42K +36 +2%
1WM
2296
1900 Wealth Management
Texas
$232K +$26.4K +215 +12%
AWA
2297
AmeriServ Wealth Advisors
Pennsylvania
$231K -$42.3K -344 -15%
RW
2298
Rede Wealth
Virginia
$231K -$12K -98 -5%
KM
2299
Kalos Management
Georgia
$231K +$227K +1,850 New
CGH
2300
CMG Global Holdings
Texas
$230K -$2.7K -22 -1%