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Name Holding Trade Value Shares
Change
Change in
Stake
MGWM
2151
Marks Group Wealth Management
Minnesota
$220K
PA
2152
PharVision Advisers
Florida
$219K -$21.5K -60 -9%
SAM
2153
Sawgrass Asset Management
Florida
$219K
BP
2154
BBR Partners
New York
$219K -$2.15K -6 -1%
OPA
2155
Old Port Advisors
Maine
$218K -$18.3K -51 -8%
AGC
2156
Aspen Grove Capital
Colorado
$218K -$89.7K -250 -29%
VIM
2157
Vista Investment Management
Pennsylvania
$217K -$73.9K -206 -25%
ST
2158
Sageworth Trust
Pennsylvania
$217K +$221K +615 New
FFB
2159
First Financial Bankshares
Texas
$217K -$16.7M -46,412 -99%
BBI
2160
Baxter Bros Inc
Connecticut
$216K -$337K -940 -61%
TW
2161
Traveka Wealth
California
$216K -$70.7K -197 -24%
SHJ
2162
Sharkey, Howes & Javer
Colorado
$215K
FP
2163
Fiduciary Planning
Florida
$214K -$14.7K -41 -6%
AFO
2164
Allie Family Office
Florida
$214K +$218K +608 New
OHWA
2165
Oak Hill Wealth Advisors
Virginia
$214K -$105K -293 -33%
DDC
2166
DF Dent & Co
Maryland
$214K +$217K +606 New
CIAS
2167
CBIZ Investment Advisory Services
Ohio
$213K -$6.46K -18 -3%
Cohen & Steers
2168
Cohen & Steers
New York
$212K
CSI
2169
Cross Staff Investments
New York
$212K
FWM
2170
Forza Wealth Management
Florida
$212K
PFM
2171
Patton Fund Management
Texas
$211K
AF
2172
Aviso Financial
Ontario, Canada
$211K -$18.7K -52 -8%
MR
2173
Munich Reinsurance
$211K +$215K +598 New
CWS
2174
Cypress Wealth Services
California
$211K +$9.33K +26 +5%
FPGK
2175
Financial Partners Group (Kansas)
Kansas
$210K -$10.8K -30 -5%