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Name Holding Trade Value Shares
Change
Change in
Stake
CCIA
3176
Cherry Creek Investment Advisors
Colorado
$211K +$210K +3,081 New
DFC
3177
DBK Financial Counsel
Ohio
$211K +$1.23K +18 +0.6%
PCM
3178
Poehling Capital Management
Wisconsin
$210K
OCM
3179
Osterweis Capital Management
California
$210K
A
3180
Argentarii
Ohio
$209K -$38.3K -562 -16%
GSAM
3181
Grant Street Asset Management
Pennsylvania
$209K
RHP
3182
Royal Harbor Partners
Texas
$209K
NA
3183
Nautilus Advisors
California
$208K
HTHT
3184
Hemenway Trust Hemenway Trust
New Hampshire
$208K -$53.9K -791 -21%
AIP
3185
Almanack Investment Partners
Pennsylvania
$208K -$123K -1,806 -37%
CWM
3186
Castle Wealth Management
Florida
$208K -$3K -44 -1%
YWM
3187
Yukon Wealth Management
Kansas
$207K +$2.86K +42 +1%
BFAG
3188
Blackston Financial Advisory Group
Florida
$207K -$27.2K -399 -12%
HAFS
3189
Hapanowicz & Associates Financial Services
Pennsylvania
$207K
OW
3190
Olistico Wealth
Oklahoma
$206K -$17.9K -262 -8%
WIA
3191
Westbourne Investment Advisors
Maryland
$205K +$3.54K +52 +2%
RP
3192
Rowlandmiller & Partners
Georgia
$205K -$8.52K -125 -4%
PHAM
3193
Palisades Hudson Asset Management
Florida
$205K
DFS
3194
Dixon Fnancial Services
California
$204K +$203K +2,979 New
BWM
3195
BCS Wealth Management
Tennessee
$204K -$157K -2,296 -44%
SCM
3196
Sunbeam Capital Management
Georgia
$203K +$1.23K +18 +0.6%
WFA
3197
WMG Financial Advisors
Tennessee
$203K +$203K +2,972 New
SCG
3198
Sonata Capital Group
Washington
$203K
BSI
3199
Bennett Selby Investments
Maine
$203K -$23.8K -349 -11%
LWM
3200
LJI Wealth Management
Indiana
$202K -$13.6K -200 -6%