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Name Holding Trade Value Shares
Change
Change in
Stake
OHWA
2201
Oak Hill Wealth Advisors
Virginia
$605K +$584K +10,217 New
TFF
2202
The Family Firm
Maryland
$605K +$857 +15 +0.1%
CCWA
2203
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$604K -$225K -3,945 -28%
BA
2204
Bridgewater Associates
Connecticut
$603K -$364K -6,382 -39%
PRTG
2205
Post Resch Tallon Group
New York
$603K +$583K +10,200 New
TKP
2206
Tallon Kerry Patrick
$603K +$583K +10,200 New
VC
2207
Vicus Capital
Pennsylvania
$603K -$6.22K -109 -1%
CF
2208
Claris Financial
Virginia
$602K +$581K +10,176 New
HFS
2209
Howard Financial Services
Texas
$602K +$75.3K +1,318 +15%
SFG
2210
Sovereign Financial Group
Connecticut
$599K -$31.6K -553 -5%
Capstone Investment Advisors
2211
Capstone Investment Advisors
New York
$598K -$5.4M -94,554 -90%
CBT
2212
CoreFirst Bank & Trust
Kansas
$598K -$35.8K -626 -6%
KFS
2213
Keynote Financial Services
Connecticut
$595K -$1.43K -25 -0.2%
CA
2214
Cornerstone Advisory
Maryland
$595K +$106K +1,855 +25%
DOA
2215
D'Orazio & Associates
Virginia
$593K +$24.1K +422 +4%
BFC
2216
Blue Fin Capital
Rhode Island
$592K -$2.91K -51 -0.5%
VAM
2217
Verity Asset Management
North Carolina
$592K +$72.2K +1,264 +13%
CBA
2218
Coastal Bridge Advisors
Connecticut
$592K -$57.6K -1,009 -9%
GAM
2219
Gemmer Asset Management
California
$590K +$26.8K +470 +5%
BCMO
2220
Buckingham Capital Management (Ohio)
Ohio
$589K -$21.6K -379 -4%
CA
2221
CWC Advisors
Oregon
$589K -$30.7K -538 -5%
PIM
2222
Profit Investment Management
Maryland
$589K
ME
2223
McIlrath & Eck
Washington
$588K -$53.6K -939 -9%
OFG
2224
Oxford Financial Group
Indiana
$588K -$9.42K -165 -2%
AFM
2225
Aspetuck Financial Management
Connecticut
$588K +$567K +9,932 New