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Name Holding Trade Value Shares
Change
Change in
Stake
FRM
2151
Fox Run Management
Connecticut
$340K +$400K +1,821 New
MCA
2152
Magnolia Capital Advisors
Mississippi
$339K +$5.05K +23 +1%
EIP
2153
Ellis Investment Partners
Pennsylvania
$339K +$23.1K +105 +6%
CAG
2154
Curtis Advisory Group
California
$338K -$11K -50 -3%
BWP
2155
Baldwin Wealth Partners
Massachusetts
$338K
MA
2156
MCF Advisors
Kentucky
$338K +$36.2K +165 +10%
IA
2157
Independence Advisors
Pennsylvania
$337K -$13.2K -60 -3%
BC
2158
Barnett & Company
Tennessee
$336K
KIM
2159
Karpus Investment Management
New York
$336K
PAS
2160
Professional Advisory Services
Florida
$336K
SL
2161
Stevard LLC
Illinois
$336K
IFS
2162
Ifrah Financial Services
Arkansas
$335K -$1.98K -9 -0.5%
FP
2163
Financial Perspectives
Minnesota
$335K +$50.1K +228 +15%
SCM
2164
Smith Capital Management
Arkansas
$332K
OMC
2165
Overbrook Management Corp
New York
$331K -$43.9K -200 -10%
FMW
2166
Farr Miller & Washington
District of Columbia
$331K +$48.1K +219 +14%
WA1
2167
Wimmer Associates 1
California
$330K +$148K +675 +62%
MFW
2168
Mosaic Family Wealth
Missouri
$328K -$34.7K -158 -8%
ACWM
2169
Adams Chetwood Wealth Management
North Carolina
$328K +$878 +4 +0.3%
IWA
2170
Intercontinental Wealth Advisors
Texas
$328K +$94.8K +432 +33%
FFA
2171
Fragasso Financial Advisors
Pennsylvania
$326K -$283K -1,289 -42%
LS
2172
Leelyn Smith
Illinois
$326K -$76K -346 -17%
FWP
2173
FAS Wealth Partners
Kansas
$326K +$131K +599 +52%
PCAP
2174
Pratt Collard Advisory Partners
New York
$325K
SIMM
2175
Stillwater Investment Management (Minnesota)
Minnesota
$325K +$43.9K +200 +13%