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Name Holding Trade Value Shares
Change
Change in
Stake
CPH
2051
C Partners Holding
Switzerland
$241K -$54.2K -1,141 -20%
AIA
2052
Arbor Investment Advisors
North Carolina
$241K
SPI
2053
Santori & Peters Inc
Pennsylvania
$241K +$143 +3 +0.1%
CJA
2054
C-J Advisory
California
$240K
SICM
2055
Sustainable Insight Capital Management
New York
$240K +$219K +4,600 New
Aristotle Capital Management
2056
Aristotle Capital Management
California
$238K
DK
2057
Darrell & King
Virginia
$237K -$59.4K -1,250 -22%
PL
2058
Parthenon LLC
Kentucky
$237K -$42.8K -900 -16%
WTFG
2059
Wells Trecaso Financial Group
Ohio
$237K
AWM
2060
Avior Wealth Management
Nebraska
$237K +$117K +2,462 +113%
VCM
2061
Vision Capital Management
Oregon
$236K -$19K -400 -8%
KA
2062
Kaizen Advisory
Illinois
$234K -$1.4M -29,365 -87%
FCT
2063
Family Capital Trust
Massachusetts
$234K
QPWM
2064
Quadrant Private Wealth Management
Pennsylvania
$233K -$20K -421 -9%
HPC
2065
Hobart Private Capital
North Carolina
$232K +$212K +4,452 New
SC
2066
Stratford Consulting
Texas
$231K -$13.4K -282 -6%
CAL
2067
Capital Analysts LLC
Pennsylvania
$230K -$1.37M -28,741 -87%
PWA
2068
Providence Wealth Advisors
Illinois
$230K +$223K +4,700 New
TFF
2069
The Family Firm
Maryland
$229K
HPIA
2070
Hamilton Point Investment Advisors
North Carolina
$228K +$208K +4,384 New
RG
2071
Renaissance Group
Kentucky
$223K -$43.3K -912 -18%
MCM
2072
Marathon Capital Management
Maryland
$222K -$477K -10,047 -70%
BA
2073
Ballew Advisors
Mississippi
$222K -$11.2K -235 -5%
PGA
2074
Premia Global Advisors
Florida
$221K
BWM
2075
Baystate Wealth Management
Massachusetts
$220K -$45.4K -955 -18%