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Name Holding Trade Value Shares
Change
Change in
Stake
JF
2226
JSF Financial
California
$337K -$12.5K -255 -4%
HHGA
2227
Halbert Hargrove Global Advisors
California
$337K -$9.67K -198 -3%
JCM
2228
Janney Capital Management
Pennsylvania
$336K -$511K -10,464 -61%
RIS
2229
Retirement Income Solutions
Michigan
$335K -$293 -6 -0.1%
BOS
2230
Bingham Osborn & Scarborough
California
$333K -$402K -8,222 -55%
SB
2231
Strategic Blueprint
Georgia
$333K -$195K -3,993 -37%
MLFP
2232
MPS Loria Financial Planners
Illinois
$332K +$41.9K +857 +15%
AWG
2233
Altus Wealth Group
Colorado
$331K +$325K +6,649 New
CAS
2234
Coppell Advisory Solutions
Texas
$330K +$324K +6,628 New
TC
2235
Tatro Capital
Kentucky
$329K -$25.5K -523 -7%
SFS
2236
Summit Financial Strategies
Ohio
$329K +$39.2K +802 +14%
CF
2237
Corrigan Financial
Rhode Island
$328K -$13.4K -274 -4%
SWM
2238
Segment Wealth Management
Texas
$328K -$16.4K -336 -5%
TFCP
2239
Twin Focus Capital Partners
Massachusetts
$328K +$322K +6,584 New
AAM
2240
Autus Asset Management
Arizona
$327K -$297K -6,076 -48%
DW
2241
Domani Wealth
Pennsylvania
$327K -$89.3K -1,828 -22%
CL
2242
COWA LLC
Oklahoma
$327K +$283K +5,790 New
CCM
2243
Crossvault Capital Management
Texas
$326K -$98.9K -2,025 -24%
BONST
2244
Bank of Nova Scotia Trust
Ontario, Canada
$326K -$4.83K -99 -1%
S
2245
swisspartners
Liechtenstein
$326K +$325K +6,660 New
GPFA
2246
Game Plan Financial Advisors
Ohio
$325K +$317K +6,500 New
PFC
2247
Phocas Financial Corp
California
$324K -$320K -6,543 Closed
MIP
2248
Marietta Investment Partners
Wisconsin
$324K -$86.7K -1,775 -21%
PAG
2249
Private Advisory Group
Washington
$324K -$22.2K -454 -7%
ZF
2250
Zhang Financial
Michigan
$324K +$13.1K +269 +4%