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Name Holding Trade Value Shares
Change
Change in
Stake
WP
776
WMS Partners
Maryland
$299K -$262K -818 -44%
BRWA
777
B. Riley Wealth Advisors
Florida
$299K -$187K -583 -36%
KFP
778
KMG Fiduciary Partners
Ohio
$298K -$1.28K -4 -0.4%
CWA Asset Management Group
779
CWA Asset Management Group
Florida
$298K +$13.4K +42 +4%
I
780
InceptionR
California
$298K +$328K +1,024 New
JWCA
781
J.W. Coons Advisors
Ohio
$297K – – –
MSR
782
Main Street Research
Connecticut
$297K -$20.8M -65,113 -98%
MFA
783
Mayflower Financial Advisors
Massachusetts
$295K +$4.48K +14 +1%
LFA
784
Legacy Financial Advisors
Kentucky
$295K -$43.2K -135 -12%
APG
785
Abacus Planning Group
South Carolina
$294K -$7.04K -22 -2%
OIA
786
Optimum Investment Advisors
Illinois
$291K – – –
VBCG
787
Valley Brook Capital Group
Pennsylvania
$291K – – –
WFA
788
Woodward Financial Advisors
North Carolina
$291K – – –
First National Bank of Omaha
789
First National Bank of Omaha
Nebraska
$291K -$32K -100 -9%
CC
790
Cannell & Co
New York
$290K -$168K -525 -34%
SI
791
Symmetry Investments
Jersey
$286K +$315K +984 New
EFS
792
Essex Financial Services
Connecticut
$286K +$13.8K +43 +5%
PCP
793
Proficio Capital Partners
Massachusetts
$284K -$9.28K -29 -3%
SWK
794
Stephen W. Kidder
$284K – – –
FMLI
795
Fukoku Mutual Life Insurance
Japan
$283K – – –
SMC
796
Smith, Moore & Co
Missouri
$282K – – –
VSQM
797
V-Square Quantitative Management
Illinois
$281K – – –
CPSAC
798
Chas P. Smith & Associates (CPS)
Florida
$281K -$11.2K -35 -4%
GCIM
799
Gunn & Company Investment Management
Florida
$281K +$309K +965 New
EFA
800
Evernest Financial Advisors
Indiana
$279K +$307K +960 New