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Name Holding Trade Value Shares
Change
Change in
Stake
T
2126
TNF
Montana
$377K -$12.9K -44 -3%
BTIM
2127
BancFirst Trust & Investment Management
Oklahoma
$376K – – –
GIM
2128
Goelzer Investment Management
Indiana
$376K +$48.3K +165 +14%
CCA
2129
Cobblestone Capital Advisors
New York
$375K – – –
VP
2130
Verum Partners
North Carolina
$374K +$5.27K +18 +1%
Confluence Wealth Services
2131
Confluence Wealth Services
Pennsylvania
$373K -$71.7K -245 -16%
OBWG
2132
Onyx Bridge Wealth Group
New York
$373K +$4.97K +17 +1%
FWM
2133
Fortress Wealth Management
California
$371K – – –
LA
2134
Lane & Associates
New Jersey
$371K -$22.5K -77 -6%
C
2135
Certuity
Florida
$370K -$313K -1,070 -45%
Klingenstein Fields & Co
2136
Klingenstein Fields & Co
New York
$370K – – –
PWM
2137
Palumbo Wealth Management
New York
$369K +$2.93K +10 +0.8%
NB
2138
Nicolet Bankshares
Wisconsin
$369K – – –
KFI
2139
Key Financial Inc
Pennsylvania
$367K – – –
SCM
2140
Steele Capital Management
Iowa
$366K +$75.2K +257 +25%
SFG
2141
Summit Financial Group
West Virginia
$366K -$10.5K -36 -3%
OIA
2142
Optimum Investment Advisors
Illinois
$366K +$40.1K +137 +12%
CBFP
2143
Cedar Brook Financial Partners
Ohio
$365K +$164K +562 +78%
LWMG
2144
Levy Wealth Management Group
Pennsylvania
$365K – – –
SGCA
2145
Steel Grove Capital Advisors
Tennessee
$365K +$87.8K +300 +31%
PPW
2146
Parcion Private Wealth
Washington
$364K +$112K +384 +43%
SOS
2147
Silver Oak Securities
Tennessee
$361K -$28.4K -97 -7%
TW
2148
Transform Wealth
Colorado
$360K -$1.76K -6 -0.5%
WMA
2149
West Michigan Advisors
Michigan
$360K -$290K -992 -44%
TCWA
2150
Turtle Creek Wealth Advisors
Texas
$359K +$135K +461 +57%