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Name Holding Trade Value Shares
Change
Change in
Stake
BTIM
2126
BancFirst Trust & Investment Management
Oklahoma
$376K
GIM
2127
Goelzer Investment Management
Indiana
$376K +$48.3K +165 +14%
CCA
2128
Cobblestone Capital Advisors
New York
$375K
VP
2129
Verum Partners
North Carolina
$374K +$5.27K +18 +1%
CWS
2130
Confluence Wealth Services
Pennsylvania
$373K -$71.7K -245 -16%
OBWG
2131
Onyx Bridge Wealth Group
New York
$373K +$4.97K +17 +1%
FWM
2132
Fortress Wealth Management
California
$371K
LA
2133
Lane & Associates
New Jersey
$371K -$22.5K -77 -6%
C
2134
Certuity
Florida
$370K -$313K -1,070 -45%
KFC
2135
Klingenstein Fields & Co
New York
$370K
PWM
2136
Palumbo Wealth Management
New York
$369K +$2.93K +10 +0.8%
NB
2137
Nicolet Bankshares
Wisconsin
$369K
KFI
2138
Key Financial Inc
Pennsylvania
$367K
SCM
2139
Steele Capital Management
Iowa
$366K +$75.2K +257 +25%
SFG
2140
Summit Financial Group
West Virginia
$366K -$10.5K -36 -3%
OIA
2141
Optimum Investment Advisors
Illinois
$366K +$40.1K +137 +12%
CBFP
2142
Cedar Brook Financial Partners
Ohio
$365K +$164K +562 +78%
LWMG
2143
Levy Wealth Management Group
Pennsylvania
$365K
SGCA
2144
Steel Grove Capital Advisors
Tennessee
$365K +$87.8K +300 +31%
PPW
2145
Parcion Private Wealth
Washington
$364K +$112K +384 +43%
SOS
2146
Silver Oak Securities
Tennessee
$361K -$28.4K -97 -7%
TW
2147
Transform Wealth
Colorado
$360K -$1.76K -6 -0.5%
WMA
2148
West Michigan Advisors
Michigan
$360K -$290K -992 -44%
TCWA
2149
Turtle Creek Wealth Advisors
Texas
$359K +$135K +461 +57%
CAC
2150
Certified Advisory Corp
Florida
$358K +$4.39K +15 +1%