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Name Holding Trade Value Shares
Change
Change in
Stake
RWM
1551
RKL Wealth Management
Pennsylvania
$355K +$340K +1,929 New
LG
1552
Laidlaw Group
New York
$351K -$160K -910 -32%
MAA
1553
Mraz Amerine & Associates
California
$351K -$13.2K -75 -4%
CCS
1554
Crosspoint Capital Strategies
California
$351K
LWA
1555
Lenox Wealth Advisors
New York
$351K +$15.1K +86 +5%
Aristotle Capital Management
1556
Aristotle Capital Management
California
$350K -$94M -533,832 -100%
MS
1557
Marshall & Sullivan
Washington
$346K
SCA
1558
STALEY CAPITAL ADVISERS
Pennsylvania
$346K
OFS
1559
Orrstown Financial Services
Pennsylvania
$342K
FWP
1560
FAS Wealth Partners
Kansas
$342K +$29K +165 +10%
RAM
1561
Roanoke Asset Management
New Jersey
$341K
AIA
1562
Alerus Investment Advisors
Minnesota
$340K
OC
1563
Oakworth Capital
Alabama
$339K +$18.5K +105 +6%
SSWM
1564
Sheets Smith Wealth Management
North Carolina
$338K +$9.68K +55 +3%
GCP
1565
GSA Capital Partners
United Kingdom
$337K +$323K +1,834 New
GEM
1566
Global Endowment Management
North Carolina
$335K
CRC
1567
Curi RMB Capital
Illinois
$335K +$5.28K +30 +2%
NA
1568
Nottingham Advisors
New York
$334K -$18.5K -105 -5%
GMCM
1569
Gruber & McBaine Capital Management
California
$334K
VA
1570
Valmark Advisers
Ohio
$331K
MCWS
1571
McKinley Carter Wealth Services
West Virginia
$328K -$133K -754 -30%
WHRC
1572
W.H. Reaves & Co
New Jersey
$327K
CWM
1573
Cabot Wealth Management
Massachusetts
$326K -$4.12M -23,391 -93%
WCBA
1574
Weaver C. Barksdale & Associates
Tennessee
$326K
SWA
1575
SFMG Wealth Advisors
Texas
$325K +$176 +1 +0.1%