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Name Holding Trade Value Shares
Change
Change in
Stake
MI
1326
Motiv8 Investments
Florida
$250K +$329 +1 +0.1%
EAM
1327
Empirical Asset Management
Massachusetts
$250K +$226K +688 New
FBB
1328
Fulton Breakefield Broenniman
Maryland
$249K -$68.1K -207 -23%
CSIC
1329
Clifford Swan Investment Counsel
California
$249K
SPA
1330
Shore Point Advisors
New Jersey
$248K
JWA
1331
JFS Wealth Advisors
Pennsylvania
$247K -$988 -3 -0.4%
CCA
1332
Cobblestone Capital Advisors
New York
$247K
KWM
1333
Kaydan Wealth Management
Michigan
$246K
QWP
1334
Quotient Wealth Partners
Texas
$245K +$222K +675 New
AFG
1335
ABLE Financial Group
Arizona
$244K -$658 -2 -0.3%
FNFDCM
1336
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$243K
FMP
1337
Financial Management Professionals
Texas
$243K +$329 +1 +0.1%
IA
1338
IFG Advisors
Missouri
$243K
EHC
1339
Everett Harris & Co
California
$242K +$219K +665 New
NAS
1340
Nicolet Advisory Services
Wisconsin
$241K +$222K +675 New
CAM
1341
Claret Asset Management
Quebec, Canada
$240K -$12.8K -39 -6%
HIG
1342
Heritage Investment Group
Florida
$240K +$218K +661 New
PWS
1343
Private Wealth Strategies
Ohio
$240K -$29K -88 -12%
GSC
1344
G&S Capital
Colorado
$240K +$217K +660 New
WI
1345
WrapManager Inc
California
$239K -$16.1K -49 -7%
WFAG
1346
Wescott Financial Advisory Group
Pennsylvania
$239K +$216K +657 New
SAM
1347
Summit Asset Management
Tennessee
$239K +$216K +657 New
CWG
1348
Crown Wealth Group
North Carolina
$238K +$216K +656 New
LCM
1349
Logan Capital Management
Pennsylvania
$238K
MFC
1350
Morris Financial Concepts
South Carolina
$237K +$215K +652 New