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Name Holding Trade Value Shares
Change
Change in
Stake
PIAS
2926
PCA Investment Advisory Services
Ohio
$213K +$715 +14 +0.3%
SIC
2927
Sigma Investment Counselors
Michigan
$212K -$74.4K -1,456 -26%
PCH
2928
PGIM Custom Harvest
New Jersey
$212K -$27.6K -540 -11%
SFWC
2929
Strategic Family Wealth Counselors
New Jersey
$212K
BEW
2930
Burton Enright Welch
California
$212K +$214K +4,190 New
MWA
2931
Monograph Wealth Advisors
California
$211K +$13.1K +257 +7%
CMI
2932
Clare Market Investments
Texas
$210K -$11K -215 -5%
BMM
2933
Buffington Mohr McNeal
Idaho
$210K -$19.9K -389 -9%
TCBWMS
2934
Texas Capital Bank Wealth Management Services
Texas
$210K -$11.1K -218 -5%
MWP
2935
Meridian Wealth Partners
Pennsylvania
$209K -$9.2K -180 -4%
NF
2936
Nikulski Financial
Iowa
$209K +$19.9K +390 +10%
HFBOT
2937
Home Federal Bank of Tennessee
Tennessee
$209K -$8.94K -175 -4%
VCM
2938
Versant Capital Management
Arizona
$209K +$21.6K +423 +11%
HHGA
2939
Halbert Hargrove Global Advisors
California
$209K +$1.43K +28 +0.7%
IGWM
2940
ICA Group Wealth Management
Colorado
$209K +$14.7K +287 +7%
ACC
2941
Acorn Creek Capital
Colorado
$208K +$210K +4,110 New
CMS
2942
Capital Market Strategies
Florida
$208K -$63K -1,233 -23%
MJP
2943
Michael J. Puzo
$207K -$6.13K -120 -3%
MSFP
2944
Mark Sheptoff Financial Planning
Connecticut
$207K
VC
2945
Vestor Capital
Illinois
$207K -$2.98M -58,261 -93%
NPFS
2946
Novak & Powell Financial Services
Florida
$207K +$209K +4,094 New
CRWM
2947
Castle Rock Wealth Management
California
$207K -$3.63K -71 -2%
PA
2948
Pineridge Advisors
Missouri
$207K +$209K +4,092 New
OCM
2949
Objective Capital Management
Ohio
$207K -$15.3K -299 -7%
LSC
2950
Lesa Sroufe & Co
Washington
$206K