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Name Holding Trade Value Shares
Change
Change in
Stake
JSA
1126
Jacobson & Schmitt Advisors
Wisconsin
$320K
KTA
1127
Keeley-Teton Advisors
Illinois
$320K
HFG
1128
Heron Financial Group
New York
$320K -$1.67K -10 -0.5%
RWMG
1129
Redwood Wealth Management Group
New Jersey
$318K -$91.6K -550 -23%
RMCM
1130
Reynders McVeigh Capital Management
Massachusetts
$318K -$4K -24 -1%
CC
1131
Courier Capital
New York
$318K
CRI
1132
Colonial River Investments
Virginia
$318K -$3.33K -20 -1%
GWAG
1133
Garrett Wealth Advisory Group
Texas
$318K -$5.49K -33 -2%
GLA
1134
Good Life Advisors
Pennsylvania
$317K +$308K +1,851 New
WIA
1135
Westbourne Investment Advisors
Maryland
$315K -$90.7K -545 -23%
CG
1136
Clarus Group
Texas
$314K
SCG
1137
Sonata Capital Group
Washington
$314K
SFS
1138
Summit Financial Strategies
Ohio
$314K
GLA
1139
Great Lakes Advisors
Illinois
$313K -$242K -1,452 -44%
GHAM
1140
Gilman Hill Asset Management
Connecticut
$313K
CT
1141
Chicago Trust
Illinois
$312K -$11.8K -71 -4%
LFA
1142
Landmark Financial Advisors
Kentucky
$308K
SIM
1143
SSI Investment Management
California
$308K -$62.3K -374 -17%
RIS
1144
Retirement Income Solutions
Michigan
$308K +$299K +1,798 New
PCP
1145
Proficio Capital Partners
Massachusetts
$308K +$56.9K +342 +24%
CFA
1146
CWS Financial Advisors
Michigan
$307K -$1.17K -7 -0.4%
JSC
1147
Jackson Square Capital
California
$307K -$9.16K -55 -3%
PCS
1148
Personal CFO Solutions
New Jersey
$306K +$2.5K +15 +0.8%
EWM
1149
Evercore Wealth Management
New York
$306K +$12.5K +75 +4%
PSCM
1150
Per Stirling Capital Management
Texas
$305K -$77.9K -468 -21%