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Name Holding Trade Value Shares
Change
Change in
Stake
CFM
3401
Cornerstone Financial Management
Massachusetts
$214K +$206K +2,782 New
EL
3402
Essex LLC
Illinois
$214K +$206K +2,779 New
MIM
3403
Morningstar Investment Management
Illinois
$214K -$177K -2,385 -46%
LFG
3404
Lazard Frères Gestion
France
$214K +$206K +2,780 New
ATWA
3405
Arbor Trust Wealth Advisors
Michigan
$214K -$61.2K -825 -23%
BBWP
3406
Beacon Bridge Wealth Partners
Pennsylvania
$214K +$206K +2,776 New
PCA
3407
Purkiss Capital Advisors
Connecticut
$213K +$205K +2,766 New
WAS
3408
Wealth Advisory Solutions
Indiana
$212K +$204K +2,756 New
JWM
3409
JPL Wealth Management
Colorado
$212K -$32.6K -439 -14%
SA
3410
SAM Advisors
California
$212K +$204K +2,749 New
MWA
3411
Mills Wealth Advisors
Texas
$212K +$204K +2,749 New
HPC
3412
Hobart Private Capital
North Carolina
$212K +$204K +2,747 New
TA
3413
Townsend & Associates
Colorado
$211K +$208K +2,807 New
SWM
3414
SilverOak Wealth Management
Minnesota
$211K +$203K +2,740 New
WF
3415
Warner Financial
Maryland
$211K +$203K +2,742 New
MHWM
3416
Montz Harcus Wealth Management
Louisiana
$211K +$203K +2,738 New
FWM
3417
FSR Wealth Management
Illinois
$211K +$203K +2,735 New
SSW
3418
Smith Shellnut Wilson
Mississippi
$210K -$92.2K -1,242 -31%
IP
3419
Isthmus Partners
Wisconsin
$209K +$202K +2,719 New
MAG
3420
Meadowbrook Advisors Group
New Jersey
$209K +$202K +2,716 New
SIC
3421
Sterling Investment Counsel
New York
$209K +$202K +2,716 New
ICM
3422
Intrepid Capital Management
Florida
$209K +$202K +2,716 New
MEAC
3423
M.E. Allison & Co
Texas
$209K +$201K +2,710 New
PPC
3424
Pennington Partners & Co
Maryland
$209K +$201K +2,708 New
GT
3425
GreatBanc Trust
Illinois
$208K +$201K +2,705 New