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Name Holding Trade Value Shares
Change
Change in
Stake
SIC
826
SJS Investment Consulting
Ohio
$335K
LI
827
LMCG Investments
Massachusetts
$334K
WCM
828
Weik Capital Management
Pennsylvania
$334K
FAIM
829
Financial Advocates Investment Management
Washington
$333K +$54.4K +1,014 +21%
GWM
830
Gitterman Wealth Management
New Jersey
$328K +$307K +5,724 New
RWPA
831
Richard W. Paul & Associates
Michigan
$327K -$4.4K -82 -1%
ACA
832
Aptus Capital Advisors
Alabama
$325K +$35.8K +667 +13%
CI
833
Conning Inc
Connecticut
$322K
UB
834
UMB Bank
Missouri
$322K -$12.9K -241 -4%
MCM
835
Manchester Capital Management
Vermont
$321K +$1.34K +25 +0.4%
SAM
836
Smartleaf Asset Management
Massachusetts
$319K -$74.2K -1,384 -20%
CCAL
837
City Center Advisors LLC
Michigan
$318K -$91.8K -1,712 -24%
CCA
838
Childress Capital Advisors
Texas
$317K +$297K +5,532 New
ISL
839
Ingalls & Snyder LLC
New York
$317K
GL
840
Graypoint LLC
New York
$316K -$536 -10 -0.2%
GT
841
Glenview Trust
Kentucky
$315K +$61K +1,138 +26%
MIF
842
Mediolanum International Funds
Ireland
$311K -$17.9K -334 -6%
SCM
843
Spreng Capital Management
Ohio
$308K -$178K -3,315 -38%
RDFA
844
Ritter Daniher Financial Advisory
Ohio
$305K -$59K -1,100 -17%
DWA
845
Delap Wealth Advisory
Oregon
$304K
UAG
846
United Advisor Group
Ohio
$300K +$697 +13 +0.2%
AFG
847
Atomi Financial Group
New York
$300K +$281K +5,231 New
PI
848
PFG Investments
New York
$298K -$39.8K -741 -12%
LA
849
Lane & Associates
New Jersey
$298K +$4.61K +86 +2%
CFG
850
Cooper Financial Group
California
$297K -$3.22K -60 -1%