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Name Holding Trade Value Shares
Change
Change in
Stake
MTC
2276
McDaniel Terry & Co
Texas
$248K +$3.13K +28 +1%
AIS
2277
Accurate Investment Solutions
Pennsylvania
$248K +$4.47K +40 +2%
CWA
2278
Clarus Wealth Advisors
Arizona
$247K -$218K -1,950 -47%
CHP
2279
Cable Hill Partners
Oregon
$246K -$5.37K -48 -2%
SFSG
2280
Stearns Financial Services Group
North Carolina
$246K +$6.26K +56 +3%
SHWM
2281
Smith & Howard Wealth Management
Georgia
$246K +$36.3K +325 +17%
FMT
2282
First Mercantile Trust
Tennessee
$244K -$62.1K -556 -20%
FMI
2283
Fiduciary Management Inc
Wisconsin
$240K +$242K +2,162 New
GAM
2284
Gemmer Asset Management
California
$239K +$10.8K +97 +5%
CGA
2285
Crescent Grove Advisors
Illinois
$239K +$241K +2,152 New
BRA
2286
Bender Robert & Associates
California
$239K +$241K +2,153 New
AIS
2287
American Investment Services
Massachusetts
$237K
DE
2288
Day & Ennis
Georgia
$236K +$7.38K +66 +3%
APW
2289
Acima Private Wealth
Virginia
$235K -$1.68K -15 -0.7%
MWM
2290
MorganRosel Wealth Management
Colorado
$235K
AWM
2291
Aevitas Wealth Management
Massachusetts
$235K +$54K +483 +29%
PP
2292
Pegasus Partners
Wisconsin
$235K +$236K +2,114 New
GKIM
2293
GW&K Investment Management
Massachusetts
$235K +$237K +2,116 New
VIM
2294
Veritas Investment Management
United Kingdom
$234K -$24.6K -220 -9%
MIC
2295
Meridian Investment Counsel
California
$234K +$236K +2,107 New
SSW
2296
Smith Shellnut Wilson
Mississippi
$234K +$236K +2,112 New
SAM
2297
Shikiar Asset Management
New York
$233K -$22.4K -200 -9%
SIC
2298
Schwartz Investment Counsel
Michigan
$233K
PFA
2299
Paradigm Financial Advisors
Missouri
$233K +$235K +2,103 New
Twin Tree Management
2300
Twin Tree Management
Texas
$231K -$19.7M -176,221 -99%