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Name Holding Trade Value Shares
Change
Change in
Stake
MWAC
1401
Mariner Wealth Advisors (Cincinnati)
Ohio
$282K +$17.9K +110 +7%
PWSG
1402
Pacific Wealth Strategies Group
California
$281K +$18.1K +111 +7%
PFBT
1403
Parkside Financial Bank & Trust
Missouri
$280K +$15.8K +97 +6%
LCOV
1404
London Company of Virginia
Virginia
$278K
PPSG
1405
Princeton Portfolio Strategies Group
New Jersey
$277K
GIM
1406
Greystone Investment Management
Ohio
$276K
GIM
1407
Goelzer Investment Management
Indiana
$275K
VCP
1408
Vista Capital Partners
Oregon
$274K -$813 -5 -0.3%
NFG
1409
Nadler Financial Group
Illinois
$273K -$21.1K -130 -8%
FFBTD
1410
First Financial Bank - Trust Division
Ohio
$273K +$10.7K +66 +4%
FIM
1411
Fruth Investment Management
Texas
$272K
RIG
1412
Renaissance Investment Group
Massachusetts
$272K
KLI
1413
Kelman-Lazarov Inc
Tennessee
$272K +$19.5K +120 +8%
Cerity Partners
1414
Cerity Partners
New York
$270K -$2.44M -14,992 -77%
HPWM
1415
Highland Private Wealth Management
Washington
$270K -$20.3K -125 -7%
AI
1416
Accredited Investors
Minnesota
$267K
ACM
1417
Alethea Capital Management
Washington
$267K +$252K +1,551 New
FI
1418
FormulaFolio Investments
Michigan
$266K -$4.72K -29 -2%
FCB
1419
First Command Bank
Texas
$266K
FCFS
1420
First Command Financial Services
Texas
$266K
RFS
1421
Rockefeller Financial Services
New York
$263K
MWM
1422
Mascoma Wealth Management
New Hampshire
$263K +$163K +1,005 +193%
BCM
1423
BTR Capital Management
California
$262K
CFA
1424
Capstone Financial Advisors
Illinois
$261K -$15.1K -93 -6%
DDC
1425
DF Dent & Co
Maryland
$261K