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Name Holding Trade Value Shares
Change
Change in
Stake
Foster Group
1926
Foster Group
Iowa
$311K +$35.5K +145 +13%
SMA
1927
Sage Mountain Advisors
Georgia
$310K +$17.2K +70 +6%
TAM
1928
Townsend Asset Management
North Carolina
$309K – – –
PP
1929
PDS Planning
Ohio
$308K +$62.5K +255 +25%
SDWMA
1930
Schneider Downs Wealth Management Advisors
Pennsylvania
$306K -$5.88K -24 -2%
FNT
1931
First Nebraska Trust
Nebraska
$305K – – –
CCG
1932
Coastwise Capital Group
California
$304K -$71.8K -293 -19%
HC
1933
Hamilton Capital
Ohio
$304K +$22.5K +92 +8%
SCM
1934
Silvant Capital Management
Georgia
$303K – – –
TFF
1935
The Family Firm
Maryland
$303K +$2.21K +9 +0.7%
TF
1936
Trek Financial
Arizona
$303K +$11.8K +48 +4%
GC
1937
GFG Capital
Florida
$302K -$46.6K -190 -13%
SAM
1938
SignalPoint Asset Management
Missouri
$302K – – –
MCM
1939
Monument Capital Management
Virginia
$301K +$303K +1,236 New
Anchor Capital Advisors
1940
Anchor Capital Advisors
Massachusetts
$300K -$43.4K -177 -13%
GC
1941
Globeflex Capital
California
$300K – – –
THWM
1942
Taylor Hoffman Wealth Management
Virginia
$300K – – –
GFP
1943
Gryphon Financial Partners
Ohio
$300K +$49.7K +203 +20%
PFS Investments
1944
PFS Investments
Georgia
$300K +$96.1K +392 +47%
SAM
1945
Silphium Asset Management
United Kingdom
$299K -$49K -200 -14%
JWA
1946
JFS Wealth Advisors
Pennsylvania
$299K +$22.5K +92 +8%
PCM
1947
Prelude Capital Management
New York
$299K +$301K +1,230 New
HCA
1948
Harbour Capital Advisors
Virginia
$298K -$7.35K -30 -2%
BTIM
1949
BancFirst Trust & Investment Management
Oklahoma
$298K – – –
ES
1950
ETF Store
Kansas
$298K – – –