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Name Holding Trade Value Shares
Change
Change in
Stake
HPIA
2951
Hamilton Point Investment Advisors
North Carolina
$269K +$694 +2 +0.2%
HFA
2952
High Falls Advisors
New York
$269K +$34.7K +100 +13%
MAM
2953
Magellan Asset Management
Australia
$269K +$133K +384 +75%
HIC
2954
Harvey Investment Company
Kentucky
$268K
SFS
2955
Strategic Financial Services
New York
$268K
KC
2956
Kingfisher Capital
North Carolina
$268K +$694 +2 +0.2%
JGUA
2957
John G. Ullman & Associates
New York
$268K +$9.71K +28 +3%
CAN
2958
Claraphi Advisory Network
United States
$265K -$35.4K -102 -10%
FFG
2959
Ford Financial Group
California
$265K -$8.67K -25 -3%
CCM
2960
Colorado Capital Management
Colorado
$265K -$4.16K -12 -1%
ISB
2961
Iowa State Bank
Iowa
$264K
KBFS
2962
Kohmann Bosshard Financial Services
Ohio
$263K +$3.47K +10 +1%
POIA
2963
Pin Oak Investment Advisors
Texas
$263K +$52K +150 +21%
BDF
2964
Black Diamond Financial
Maryland
$263K +$71.1K +205 +31%
IIA
2965
IPG Investment Advisors
California
$262K +$304K +875 New
MTIM
2966
Marathon Trading Investment Management
Pennsylvania
$262K +$304K +876 New
LWMG
2967
Levy Wealth Management Group
Pennsylvania
$260K -$48.2K -139 -14%
CNWM
2968
Clay Northam Wealth Management
California
$259K
AWS
2969
AJ Wealth Strategies
New York
$259K +$56.2K +162 +23%
HPA
2970
High Probability Advisors
New York
$258K
GWM
2971
Gray Wealth Management
Maine
$257K +$22.5K +65 +8%
PFA
2972
Peak Financial Advisors
Colorado
$257K +$106K +307 +56%
6F
2973
626 Financial
Michigan
$256K
TW
2974
Towerpoint Wealth
California
$254K -$17.7K -51 -6%
BHWM
2975
Beaird Harris Wealth Management
Texas
$254K -$10.1K -29 -3%