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Name Holding Trade Value Shares
Change
Change in
Stake
FCFC
2176
First Citizens Financial Corp
Iowa
$516K -$7K -56 -1%
FGA
2177
Fortis Group Advisors
New Jersey
$516K +$521K +4,166 New
MAM
2178
Marotta Asset Management
Virginia
$515K -$47.9K -383 -8%
Kayne Anderson Rudnick Investment Management
2179
Kayne Anderson Rudnick Investment Management
California
$514K -$375 -3 -0.1%
WFA
2180
Wellspring Financial Advisors
Ohio
$513K +$12.9K +103 +3%
TF
2181
Tompkins Financial
New York
$512K -$52.5K -420 -9%
GIP
2182
Greatmark Investment Partners
Georgia
$512K +$12.5K +100 +2%
TFO
2183
Tarbox Family Office
California
$510K -$55.1K -441 -10%
MA
2184
MONECO Advisors
Connecticut
$510K +$30.5K +244 +6%
VCM
2185
Vigilant Capital Management
Maine
$508K -$245K -1,957 -32%
LC
2186
Lindbrook Capital
California
$508K +$42.6K +341 +9%
CFD
2187
Creative Financial Designs
Indiana
$507K -$15.6K -125 -3%
MAWCM
2188
Mine & Arao Wealth Creation & Management
California
$507K +$1.88K +15 +0.4%
AFAS
2189
Acorn Financial Advisory Services
Virginia
$507K +$21.1K +169 +4%
CF
2190
Corrigan Financial
Rhode Island
$505K +$24.2K +194 +5%
BA
2191
Birinyi Associates
Connecticut
$503K -$62.5K -500 -11%
AIM
2192
Allen Investment Management
New York
$503K +$507K +4,056 New
DWM
2193
Darwin Wealth Management
Florida
$499K -$153K -1,228 -23%
CP
2194
Covenant Partners
Tennessee
$499K -$115K -921 -19%
SM
2195
SG3 Management
Puerto Rico
$496K -$750K -6,000 -60%
PAS
2196
Professional Advisory Services
Florida
$496K – – –
SF
2197
Symphony Financial
Texas
$496K +$2K +16 +0.4%
CC
2198
Cedar Capital
Illinois
$496K +$196K +1,571 +65%
FBT
2199
First Bank & Trust
South Dakota
$495K +$4.13K +33 +0.8%
RWM
2200
RBA Wealth Management
California
$494K -$1.98M -15,845 -80%