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Name Holding Trade Value Shares
Change
Change in
Stake
AIA
1651
Alera Investment Advisors
Illinois
$259K -$78.5K -411 -23%
PL
1652
Parthenon LLC
Kentucky
$259K -$1.15K -6 -0.4%
CBFP
1653
Cedar Brook Financial Partners
Ohio
$258K +$259K +1,358 New
AIM
1654
Advantage Investment Management
Iowa
$256K -$2.48K -13 -1%
EIA
1655
Edgemoor Investment Advisors
Maryland
$256K
SRC
1656
Stone Run Capital
New York
$256K
TFO
1657
Tarbox Family Office
California
$256K
WG
1658
Welch Group
Alabama
$256K +$32.8K +172 +15%
OA
1659
Oxbow Advisors
Texas
$255K
KWA
1660
KCS Wealth Advisory
California
$254K +$3.44K +18 +1%
TPA
1661
Trivium Point Advisory
Connecticut
$253K -$11.1K -58 -4%
CICI
1662
Capital Investment Counsel Inc
North Carolina
$253K
CCA
1663
Conestoga Capital Advisors
Pennsylvania
$253K
ECM
1664
EagleClaw Capital Management
Massachusetts
$252K -$9.55K -50 -4%
CWM
1665
Calamos Wealth Management
Illinois
$252K
GAM
1666
Gemmer Asset Management
California
$252K +$15.7K +82 +7%
HPC
1667
Hobart Private Capital
North Carolina
$251K -$31.7K -166 -11%
GGI
1668
Godsey & Gibb Inc
Virginia
$250K +$252K +1,318 New
RWM
1669
RBA Wealth Management
California
$249K +$245K +1,285 New
BKA
1670
Brick & Kyle Associates
Pennsylvania
$249K +$250K +1,311 New
VC
1671
Vicus Capital
Pennsylvania
$248K -$40.7K -213 -14%
NA
1672
Nottingham Advisors
New York
$248K
HR
1673
Hayden Royal
North Carolina
$247K -$126K -659 -34%
KPW
1674
Kore Private Wealth
New York
$247K -$1.53K -8 -0.6%
CWA
1675
Cypress Wealth Advisors
California
$245K