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Name Holding Trade Value Shares
Change
Change in
Stake
YWM
2326
Yoder Wealth Management
California
$295K +$55.7K +115 +28%
TCWA
2327
Turtle Creek Wealth Advisors
Texas
$294K +$16.5K +34 +7%
CAI
2328
Capital Advisors Inc
Oklahoma
$294K +$24.2K +50 +10%
CIAS
2329
CBIZ Investment Advisory Services
Ohio
$293K +$255K +527 New
PIMG
2330
Patriot Investment Management Group
Tennessee
$292K -$55.2K -114 -18%
C
2331
Covestor
United Kingdom
$291K +$3.39K +7 +1%
CAM
2332
Claret Asset Management
Quebec, Canada
$291K +$253K +523 New
PMFA
2333
Plante Moran Financial Advisors
Michigan
$289K -$7.75K -16 -3%
KWM
2334
Keebeck Wealth Management
Illinois
$288K -$3.87K -8 -2%
HS
2335
Horan Securities
United States
$287K
PTP
2336
Platform Technology Partners
New York
$287K +$250K +516 New
AWA
2337
Acorn Wealth Advisors
Michigan
$285K +$15K +31 +6%
FWP
2338
FAS Wealth Partners
Kansas
$284K
AHL
2339
Abel Hall LLC
Louisiana
$283K +$14.5K +30 +6%
FCM
2340
Fourpath Capital Management
Oklahoma
$283K +$4.36K +9 +2%
IIA
2341
IPG Investment Advisors
California
$283K +$246K +509 New
GCP
2342
Gill Capital Partners
Colorado
$282K +$246K +507 New
OBWG
2343
Onyx Bridge Wealth Group
New York
$281K +$9.2K +19 +4%
CFS
2344
CRA Financial Services
New Jersey
$281K +$3.39K +7 +1%
AB
2345
Atlas Brown
Kentucky
$280K +$5.33K +11 +2%
BRG
2346
Bay Rivers Group
Virginia
$280K +$40.7K +84 +20%
PCMF
2347
Private Capital Management (Florida)
Florida
$279K
CFA
2348
Cahill Financial Advisors
Minnesota
$278K -$261K -540 -52%
FG
2349
Foster Group
Iowa
$278K +$28.1K +58 +13%
GIA
2350
Guyasuta Investment Advisors
Pennsylvania
$278K