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Name Holding Trade Value Shares
Change
Change in
Stake
MFS
1776
Madrona Financial Services
Washington
$250K +$4.96K +153 +2%
BCA
1777
Bray Capital Advisors
Florida
$248K – – –
OFW
1778
Omnia Family Wealth
Florida
$248K +$96.3K +2,968 +68%
CAS
1779
Cue Advisory Services
Arizona
$248K +$238K +7,341 New
LD
1780
Lipe & Dalton
New York
$245K – – –
Jones Financial Companies
1781
Jones Financial Companies
Missouri
$245K +$235K +7,255 New
FAT
1782
First American Trust
California
$244K +$17.4K +536 +8%
MWM
1783
Meridian Wealth Management
Kentucky
$243K +$233K +7,178 New
FBT
1784
First Bank & Trust
South Dakota
$241K -$3.89K -120 -2%
HKIM
1785
Hayek Kallen Investment Management
Alabama
$240K – – –
FNBOMD
1786
First National Bank of Mount Dora
Florida
$238K – – –
CCA
1787
Clearwater Capital Advisors
Illinois
$238K +$233K +7,199 New
ACS
1788
Archford Capital Strategies
Illinois
$237K -$341K -10,510 -60%
VST
1789
Van Strum & Towne
California
$237K – – –
OFS
1790
Orrstown Financial Services
Pennsylvania
$237K +$110K +3,392 +93%
PA
1791
Parkside Advisors
California
$237K +$227K +7,000 New
CCM
1792
Chilton Capital Management
Texas
$236K -$7K -216 -3%
SWA
1793
SFMG Wealth Advisors
Texas
$236K +$5.77K +178 +3%
GWI
1794
Grace & White Inc
New York
$235K – – –
AWM
1795
Avior Wealth Management
Nebraska
$235K +$150K +4,635 +196%
FP
1796
FDO Partners
Massachusetts
$235K +$225K +6,951 New
SIA
1797
Starfire Investment Advisers
Michigan
$234K +$32 +1 +0%
NB
1798
Nicolet Bankshares
Wisconsin
$233K -$51.5K -1,588 -19%
SOADOR
1799
State of Alaska Department of Revenue
Alaska
$230K +$221K +6,826 New
MIM
1800
Midwest Investment Management
Ohio
$229K – – –