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Name Holding Trade Value Shares
Change
Change in
Stake
C
1851
Certuity
Florida
$275K +$43.4K +175 +19%
GCA
1852
Gradient Capital Advisors
California
$274K -$20.1K -81 -7%
AHB
1853
Abner Herrman & Brock
New Jersey
$274K -$13.6K -55 -5%
PG
1854
Patten Group
Tennessee
$274K -$13.6K -55 -5%
SPFA
1855
Summit Place Financial Advisors
New Jersey
$273K +$266K +1,073 New
JCM
1856
Janney Capital Management
Pennsylvania
$272K -$99.1K -400 -27%
CHA
1857
Carmichael Hill & Associates
Maryland
$272K +$16.6K +67 +7%
JLBC
1858
J.L. Bainbridge & Co
Florida
$272K +$21.1K +85 +9%
BBA
1859
Braun-Bostich & Associates
Pennsylvania
$271K -$275K -1,111 -51%
RCA
1860
Rowland Carmichael Advisors
Arizona
$271K +$13.1K +53 +5%
WI
1861
Wintrust Investments
Illinois
$270K -$1.74M -7,042 -84%
GC
1862
Gilbert & Cook
Iowa
$270K +$21.8K +88 +9%
FPIS
1863
Financial Planning & Information Services
Wisconsin
$270K +$263K +1,062 New
AI
1864
Accredited Investors
Minnesota
$269K +$22.8K +92 +10%
SL
1865
Summitry LLC
California
$269K +$52K +210 +25%
BHTS
1866
Bar Harbor Trust Services
Maine
$266K -$14.1K -57 -5%
PAIM
1867
Punch & Associates Investment Management
Minnesota
$265K
FAG
1868
Financial Advisory Group
Texas
$262K +$248 +1 +0.1%
SAA
1869
Southeast Asset Advisors
Georgia
$262K +$256K +1,032 New
QPWM
1870
Quadrant Private Wealth Management
Pennsylvania
$261K -$43.6K -176 -15%
CAM
1871
Cubic Asset Management
Massachusetts
$261K
WHG
1872
Westwood Holdings Group
Texas
$261K
ZF
1873
Zhang Financial
Michigan
$261K +$254K +1,027 New
PA
1874
Probity Advisors
Texas
$260K -$14.4K -58 -5%
SHWM
1875
Smith & Howard Wealth Management
Georgia
$260K -$2.23K -9 -0.9%