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Name Holding Trade Value Shares
Change
Change in
Stake
NFG
2151
NewFocus Financial Group
Washington
$249K +$249K +5,312 New
CTA
2152
Colonial Trust Advisors
South Carolina
$248K -$18.7K -400 -7%
ACM
2153
AUA Capital Management
Pennsylvania
$246K
GIA
2154
Gladstone Institutional Advisory
Florida
$246K +$245K +5,242 New
AIM
2155
Avity Investment Management
Connecticut
$245K
CAGAS
2156
Capital Advisory Group Advisory Services
Minnesota
$244K -$23.6K -505 -9%
GWM
2157
GSB Wealth Management
Connecticut
$244K +$1.54K +33 +0.6%
SRC
2158
Stone Run Capital
New York
$243K
NEPWA
2159
New England Private Wealth Advisors
Massachusetts
$243K +$47 +1 +0%
BFIC
2160
Bedell Frazier Investment Counselling
California
$243K +$5.71K +122 +2%
Diamond Hill Capital Management
2161
Diamond Hill Capital Management
Ohio
$243K +$19.2K +411 +9%
IGGA
2162
Iron Gate Global Advisors
Utah
$242K -$140K -3,000 -39%
CWA
2163
Clarus Wealth Advisors
Arizona
$242K +$5.01K +107 +2%
PFA
2164
Pure Financial Advisors
California
$242K +$37.2K +795 +18%
BWM
2165
Baystate Wealth Management
Massachusetts
$241K -$10.2K -218 -4%
CRIG
2166
Charter Research & Investment Group
Connecticut
$241K
SPI
2167
Santori & Peters Inc
Pennsylvania
$241K +$23.7K +507 +11%
SWMG
2168
Strategic Wealth Management Group
Maryland
$241K +$241K +5,142 New
WCWM
2169
Willow Creek Wealth Management
California
$239K +$34.2K +730 +17%
EI
2170
Ellevest Inc
New York
$238K +$237K +5,070 New
IIA
2171
IPG Investment Advisors
California
$238K -$478K -10,215 -67%
VCM
2172
Vision Capital Management
Oregon
$237K +$9.36K +200 +4%
UTC
2173
Unified Trust Company
Kentucky
$237K +$237K +5,062 New
KP
2174
Keel Point
Alabama
$235K -$890 -19 -0.4%
Dodge & Cox
2175
Dodge & Cox
California
$235K