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Name Holding Trade Value Shares
Change
Change in
Stake
SWA
2226
SFMG Wealth Advisors
Texas
$345K -$3.25K -60 -0.9%
CHA
2227
Cooper/Haims Advisors
New York
$345K -$2.71K -50 -0.8%
AA
2228
Alesco Advisors
New York
$345K – – –
BCP
2229
Berkeley Capital Partners
Georgia
$343K +$37.4K +690 +12%
CWA
2230
Canvas Wealth Advisors
Kansas
$342K -$6.23K -115 -2%
JCM
2231
Janney Capital Management
Pennsylvania
$342K +$2.71K +50 +0.8%
FAT
2232
First American Trust
California
$342K +$7.97K +147 +2%
ZIG
2233
Zuckerman Investment Group
Illinois
$341K -$49.1K -905 -12%
SM
2234
SG3 Management
Puerto Rico
$341K – – –
CF
2235
Corrigan Financial
Rhode Island
$340K -$5.47K -101 -2%
MA
2236
MJP Associates
Connecticut
$340K -$85.7K -1,581 -20%
HWMA
2237
Heritage Wealth Management (Arizona)
Arizona
$340K +$8.89K +164 +3%
PBO
2238
Peoples Bank (Ohio)
Ohio
$340K +$9.49K +175 +3%
TFO
2239
Tarbox Family Office
California
$339K -$9.76K -180 -3%
SC
2240
Sierra Capital
Florida
$339K – – –
CFN
2241
Cordasco Financial Network
Florida
$339K +$54 +1 +0%
BI
2242
Blooom Inc
Kansas
$338K -$70K -1,291 -17%
TWM
2243
Tradition Wealth Management
Minnesota
$337K +$4.55K +84 +1%
ECM
2244
Ensemble Capital Management
California
$336K – – –
RPCA
2245
Running Point Capital Advisors
California
$335K +$341K +6,291 New
I2I
2246
Insight 2811 Inc
Illinois
$334K -$73.5K -1,356 -18%
TFA
2247
Trinity Financial Advisors
Ohio
$334K – – –
WTFG
2248
Wells Trecaso Financial Group
Ohio
$334K +$3.25K +60 +1%
SWM
2249
Soundmark Wealth Management
Washington
$333K -$11.2K -207 -3%
HCP
2250
Hexagon Capital Partners
Arkansas
$333K +$488 +9 +0.1%