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Name Holding Trade Value Shares
Change
Change in
Stake
CCA
1101
Childress Capital Advisors
Texas
$233K +$225K +4,761 New
AO
1102
Advisor OS
Illinois
$233K +$225K +4,760 New
HWA
1103
Heritage Wealth Architects
Minnesota
$232K +$224K +4,740 New
AA
1104
Advisory Alpha
Michigan
$232K -$97.9K -2,071 -30%
CAM
1105
Cozad Asset Management
Illinois
$231K -$9.92K -210 -4%
WA
1106
Waddell & Associates
Tennessee
$231K +$223K +4,716 New
OP
1107
ORG Partners
Indiana
$230K +$97.2K +2,057 +78%
VRM
1108
Vectors Research Management
New York
$230K +$222K +4,690 New
SOW
1109
State of Wyoming
Wyoming
$227K -$69.5K -1,471 -24%
SL
1110
Summitry LLC
California
$227K +$219K +4,625 New
GC
1111
Gibson Capital
Pennsylvania
$227K
BCM
1112
Brookstone Capital Management
Illinois
$226K +$218K +4,612 New
ECM
1113
Eisler Capital Management
United Kingdom
$226K +$219K +4,639 New
KFA
1114
Krane Funds Advisors
New York
$225K -$274K -5,805 -52%
IA
1115
IFG Advisory
Georgia
$224K +$216K +4,565 New
GWM
1116
Gibbs Wealth Management
Georgia
$223K -$57.3K -1,212 -21%
EA
1117
Everpar Advisors
Oklahoma
$221K +$213K +4,507 New
AIA
1118
Arbor Investment Advisors
North Carolina
$221K +$213K +4,506 New
CTA
1119
Chesley Taft & Associates
Illinois
$218K +$210K +4,448 New
WA
1120
Wealthstream Advisors
New York
$218K +$210K +4,441 New
SAM
1121
S.A. Mason
Michigan
$217K +$75.6K +1,600 +57%
TIM
1122
Thompson Investment Management
Wisconsin
$217K
NFG
1123
Nadler Financial Group
Illinois
$216K +$208K +4,400 New
WRPWM
1124
Werba Rubin Papier Wealth Management
California
$215K +$207K +4,389 New
ANTB
1125
AMG National Trust Bank
Colorado
$215K +$207K +4,388 New