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Name Holding Trade Value Shares
Change
Change in
Stake
SFS
2076
Summit Financial Strategies
Ohio
$204K -$22.4K -461 -10%
TL
2077
TrueWealth LLC
Georgia
$203K -$48.7K -1,000 -19%
HC
2078
Hendley & Co
Ohio
$202K -$29.4K -605 -12%
Mawer Investment Management
2079
Mawer Investment Management
Alberta, Canada
$202K +$208K +4,270 New
ACG
2080
Allen Capital Group
Nebraska
$201K
BA
2081
Ballew Advisors
Mississippi
$200K +$10.5K +215 +5%
PWAG
2082
Polaris Wealth Advisory Group
California
$199K +$205K +4,209 New
KBFS
2083
Kohmann Bosshard Financial Services
Ohio
$197K -$2.04K -42 -1%
KC
2084
KHP Capital
Oklahoma
$194K
NMC
2085
Nine Masts Capital
Hong Kong
$194K +$200K +4,100 New
JWA
2086
JFS Wealth Advisors
Pennsylvania
$189K +$3.65K +75 +2%
C
2087
Cerebellum
California
$188K +$194K +3,980 New
BL
2088
Balentine LLC
Georgia
$180K +$185K +3,806 New
TCCM
2089
Timber Creek Capital Management
Massachusetts
$171K
Barrow, Hanley, Mewhinney & Strauss
2090
Barrow, Hanley, Mewhinney & Strauss
Texas
$164K +$37.2K +765 +28%
PFO
2091
Pathstone Family Office
New Jersey
$160K +$2.92K +60 +2%
SEIA
2092
Signature Estate & Investment Advisors
California
$159K -$2.74M -56,408 -94%
CA
2093
Centerpoint Advisors
Massachusetts
$159K
CWM
2094
Cranbrook Wealth Management
Michigan
$159K
ARMC
2095
American Research & Management Company
Massachusetts
$158K
ME
2096
McIlrath & Eck
Washington
$158K +$3.07K +63 +2%
NCM
2097
Northstar Capital Management
New York
$157K
AIP
2098
Almanack Investment Partners
Pennsylvania
$155K +$154K +3,169 New
WPA
2099
West Paces Advisors
Georgia
$155K
BWL
2100
Bogart Wealth LLC
Virginia
$154K