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Name Holding Trade Value Shares
Change
Change in
Stake
RWB
2251
RMR Wealth Builders
New Jersey
$399K +$395K +3,580 New
BFA
2252
Beacon Financial Advisory
Ohio
$398K +$73.4K +665 +23%
ZCA
2253
Zeke Capital Advisors
Pennsylvania
$397K +$5.63K +51 +1%
PA
2254
PFG Advisors
Arizona
$396K +$21.5K +195 +6%
CBOR
2255
Community Bank of Raymore
Missouri
$395K -$5.52K -50 -1%
SFS
2256
Summit Financial Strategies
Ohio
$394K +$137K +1,245 +54%
BWM
2257
BCS Wealth Management
Tennessee
$393K +$130K +1,174 +50%
BL
2258
BFSG LLC
California
$390K -$198K -1,792 -34%
WCM
2259
WealthBridge Capital Management
Ohio
$389K -$26.8K -243 -7%
HHGA
2260
Halbert Hargrove Global Advisors
California
$388K +$14.7K +133 +4%
SFI
2261
SPC Financial Inc
Maryland
$386K -$31K -281 -8%
JHP
2262
James Hambro & Partners
United Kingdom
$386K +$382K +3,463 New
PHK
2263
Point72 Hong Kong
Hong Kong
$385K +$382K +3,456 New
SB
2264
Sunflower Bank
Texas
$385K +$382K +3,459 New
P
2265
&Partners
Tennessee
$384K -$68.1K -617 -15%
VAM
2266
Verity Asset Management
North Carolina
$383K +$9.61K +87 +2%
WAOTB
2267
Wealth Advisors of Tampa Bay
Florida
$382K – – –
KWA
2268
KCS Wealth Advisory
California
$381K -$134K -1,217 -26%
BOM
2269
Bank of Marin
California
$381K +$18.5K +168 +5%
BRCA
2270
Birch Run Capital Advisors
Texas
$379K – – –
RHFI
2271
Reilly Herbert Faulkner III
$378K -$25.6K -232 -6%
PA
2272
Probity Advisors
Texas
$377K -$7.84K -71 -2%
NEWAS
2273
N.E.W. Advisory Services
Wisconsin
$374K +$370K +3,351 New
GAM
2274
Gemmer Asset Management
California
$373K -$11K -100 -3%
AF
2275
Apexium Financial
Texas
$373K +$1.21K +11 +0.3%