Name Holding Trade Value Shares
Change
Change in
Stake
ZF
2251
Zhang Financial
Michigan
$324K +$13.1K +269 +4%
RG
2252
Retirement Group
California
$324K +$246K +5,034 +340%
RCG
2253
Rock Creek Group
District of Columbia
$324K +$317K +6,500 New
MSA
2254
Marino Stram & Associates
Massachusetts
$323K +$48K +983 +18%
CHA
2255
Cooper/Haims Advisors
New York
$322K -$488 -10 -0.2%
AA
2256
Alesco Advisors
New York
$322K – – –
SSA
2257
Schonfeld Strategic Advisors
New York
$321K -$67.1K -1,373 -18%
TFO
2258
Tarbox Family Office
California
$319K -$24.3K -497 -7%
FFS
2259
Founders Financial Securities
Maryland
$319K +$23.4K +479 +8%
Cohen & Steers
2260
Cohen & Steers
New York
$317K – – –
SHA
2261
Seneca House Advisors
Virginia
$315K -$503K -10,304 -62%
SCA
2262
St. Clair Advisors
Ohio
$314K +$308K +6,298 New
ML
2263
McAdam LLC
Pennsylvania
$313K -$86.3K -1,767 -23%
PAMP
2264
Polar Asset Management Partners
Ontario, Canada
$313K +$307K +6,280 New
LC
2265
Lincoln Capital
Nebraska
$312K – – –
RWI
2266
Red Wave Investments
Pennsylvania
$312K +$306K +6,256 New
TFA
2267
Trinity Financial Advisors
Ohio
$312K +$306K +6,259 New
ECM
2268
Ensemble Capital Management
California
$311K +$19.8K +405 +7%
VAM
2269
Verity Asset Management
North Carolina
$311K +$71K +1,454 +30%
DWP
2270
Destiny Wealth Partners
Florida
$310K +$304K +6,221 New
WAM
2271
WNY Asset Management
New York
$310K +$305K +6,244 New
CFN
2272
Cordasco Financial Network
Florida
$309K +$3.03K +62 +1%
SFO
2273
Standard Family Office
South Dakota
$309K +$303K +6,199 New
PBO
2274
Peoples Bank (Ohio)
Ohio
$308K -$42.7K -875 -12%
PWAC
2275
Private Wealth Advisors (California)
California
$307K +$1.27K +26 +0.5%