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Name Holding Trade Value Shares
Change
Change in
Stake
Aristotle Capital Management
2201
Aristotle Capital Management
California
$211K +$202K +4,100 New
UC
2202
Unio Capital
New Jersey
$211K +$202K +4,100 New
RBC
2203
Roble Belko & Company
Pennsylvania
$209K – – –
RPC
2204
Rossmore Private Capital
Connecticut
$209K +$200K +4,059 New
JCM
2205
Jag Capital Management
Missouri
$207K -$2.66M -54,160 -93%
CWAG
2206
Compton Wealth Advisory Group
Virginia
$207K -$879K -17,883 -82%
PCMC
2207
Private Capital Management (Colorado)
Colorado
$206K +$197K +3,999 New
ACM
2208
Ashford Capital Management
Delaware
$206K +$197K +4,000 New
BMO
2209
Beck Mack & Oliver
New York
$206K +$197K +4,000 New
MCM
2210
Marathon Capital Management
Maryland
$206K +$197K +4,001 New
EWF
2211
Epstein & White Financial
California
$206K +$198K +4,030 New
CAM
2212
Claret Asset Management
Quebec, Canada
$204K -$36.3K -738 -16%
RGIA
2213
Rainier Group Investment Advisory
Washington
$204K +$194K +3,951 New
UIA
2214
UBP Investment Advisors
Switzerland
$204K +$195K +3,965 New
BHTS
2215
Bar Harbor Trust Services
Maine
$204K +$195K +3,967 New
FIM
2216
Fernwood Investment Management
Massachusetts
$204K +$195K +3,968 New
ACG
2217
Allen Capital Group
Nebraska
$203K +$198K +4,030 New
CAM
2218
CenterStar Asset Management
Illinois
$202K – – –
WP
2219
WealthShield Partners
North Carolina
$200K +$191K +3,881 New
ME
2220
McIlrath & Eck
Washington
$195K +$787 +16 +0.4%
BWL
2221
Bogart Wealth LLC
Virginia
$191K +$20.4K +414 +13%
LFG
2222
Larson Financial Group
Missouri
$191K +$54.4K +1,107 +43%
SLF
2223
Sun Life Financial
Ontario, Canada
$187K -$344 -7 -0.2%
SMG
2224
Spectrum Management Group
Indiana
$184K – – –
JWA
2225
JFS Wealth Advisors
Pennsylvania
$183K +$738 +15 +0.4%