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Name Holding Trade Value Shares
Change
Change in
Stake
MBC
2326
Michael Brady & Co
Ohio
$344K -$9.6K -85 -2%
FWA
2327
FORM Wealth Advisors
Wisconsin
$344K -$4.18K -37 -1%
JFGLC
2328
Johnson Financial Group LLC (Colorado)
Colorado
$344K +$378K +3,349 New
HWM
2329
Horizon Wealth Management
Illinois
$343K +$677 +6 +0.2%
SPL
2330
Smart Portfolios LLC
Washington
$342K
EWM
2331
Evermay Wealth Management
Virginia
$342K -$7.9K -70 -2%
UAG
2332
United Advisor Group
Ohio
$342K +$13.6K +120 +4%
SFS
2333
Strategic Financial Services
New York
$342K -$3.27K -29 -0.9%
OCPWS
2334
One Charles Private Wealth Services
Massachusetts
$342K -$16.8K -149 -4%
AWCI
2335
Alpine Woods Capital Investors
New York
$341K -$66.4K -588 -15%
FM
2336
Foster & Motley
Ohio
$341K +$11.4K +101 +3%
SFG
2337
Sather Financial Group
Texas
$341K -$1.69K -15 -0.4%
AWM
2338
Arista Wealth Management
Nevada
$340K -$16.5K -146 -4%
FDW
2339
Fourth Dimension Wealth
Ohio
$340K +$129K +1,141 +53%
WA
2340
Waddell & Associates
Tennessee
$340K +$65.6K +581 +21%
AT
2341
Adelphi Trust
Florida
$339K -$69.2K -613 -16%
HIG
2342
Heritage Investment Group
Florida
$339K -$339 -3 -0.1%
VAF
2343
Values Added Financial
District of Columbia
$338K -$11.6K -103 -3%
AF
2344
Alerus Financial
North Dakota
$338K +$109K +967 +42%
CPP
2345
Capasso Planning Partners
South Carolina
$338K
WIM
2346
Westside Investment Management
California
$337K
PAG
2347
Powers Advisory Group
Illinois
$337K +$21.6K +191 +6%
BHC
2348
Bull Harbor Capital
Maryland
$336K +$370K +3,273 New
CTI
2349
Community Trust & Investment
Kentucky
$336K
VP
2350
Verum Partners
North Carolina
$336K +$3.5K +31 +1%