Name Holding Trade Value Shares
Change
Change in
Stake
LFA
2126
Landmark Financial Advisors
Kentucky
$216K -$7.35K -30 -3%
TCB
2127
Texas Capital Bancshares
Texas
$216K -$3.19K -13 -1%
MSR
2128
Main Street Research
Connecticut
$215K -$397K -1,619 -65%
BHWM
2129
Beaird Harris Wealth Management
Texas
$215K – – –
DBG
2130
De Burlo Group
Massachusetts
$215K +$203K +827 +1,504%
CCFM
2131
Clear Creek Financial Management
Washington
$215K +$216K +882 New
AT
2132
Arvest Trust
Oklahoma
$214K -$4.9K -20 -2%
EGA
2133
Eagle Global Advisors
Texas
$212K – – –
CC
2134
Corton Capital
Ontario, Canada
$211K -$128K -523 -38%
FWM
2135
Fortress Wealth Management
California
$211K -$11.5K -47 -5%
C
2136
Covestor
United Kingdom
$211K -$4.9K -20 -2%
NQWM
2137
Northwest Quadrant Wealth Management
Oregon
$211K +$1.23K +5 +0.6%
SCA
2138
Southern Capital Advisors
Tennessee
$210K -$1.47K -6 -0.7%
CC
2139
Constitution Capital
Connecticut
$210K – – –
OHWP
2140
Oak Harbor Wealth Partners
North Carolina
$209K – – –
NWM
2141
NEIRG Wealth Management
Massachusetts
$209K +$4.66K +19 +2%
CAWM
2142
Capital Advisors Wealth Management
Washington
$209K +$211K +859 New
AAS
2143
Annex Advisory Services
Wisconsin
$208K +$209K +854 New
CSIA
2144
Carl Stuart Investment Advisor
Texas
$207K – – –
CGFA
2145
Colton Groome Financial Advisors
North Carolina
$207K – – –
CCA
2146
Conservest Capital Advisors
Pennsylvania
$207K – – –
FPIS
2147
Financial Planning & Information Services
Wisconsin
$206K -$50.2K -205 -20%
WBC
2148
West Branch Capital
Massachusetts
$206K -$7.35K -30 -3%
EL
2149
Essex LLC
Illinois
$206K – – –
PHS
2150
Pekin Hardy Strauss
Illinois
$206K +$208K +848 New