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Name Holding Trade Value Shares
Change
Change in
Stake
ABLA
1701
Alan B. Lancz & Associates
Ohio
$348K – – –
RIG
1702
RiverFront Investment Group
Virginia
$348K +$100K +198 +42%
PAM
1703
Parvin Asset Management
South Dakota
$346K – – –
KC
1704
Karras Company
Utah
$343K +$16.7K +33 +5%
APA
1705
Astoria Portfolio Advisors
New York
$343K – – –
LCS
1706
Levin Capital Strategies
New York
$343K – – –
RAM
1707
Redmond Asset Management
Virginia
$343K – – –
HFS
1708
Hoge Financial Services
Pennsylvania
$342K +$6.08K +12 +2%
OCM
1709
One Capital Management
California
$340K – – –
CWA
1710
Crusonia Wealth Advisors
Colorado
$339K +$10.6K +21 +3%
TBNY
1711
Trustco Bank (New York)
New York
$337K +$329K +650 New
OWA
1712
Outlook Wealth Advisors
Texas
$336K -$2.53K -5 -0.8%
PPA
1713
Painted Porch Advisors
California
$335K – – –
MCA
1714
MSH Capital Advisors
Arizona
$335K +$30.4K +60 +10%
HPM
1715
Hoxton Planning & Management
West Virginia
$334K -$2.03K -4 -0.6%
WPW
1716
Winthrop Partners - WNY
New York
$334K – – –
WC
1717
Woodstock Corp
Massachusetts
$334K – – –
LAM
1718
Lewis Asset Management
California
$333K +$325K +641 New
WC
1719
Wynn Capital
Georgia
$333K -$1.52K -3 -0.5%
SIC
1720
Sterling Investment Counsel
New York
$331K +$7.09K +14 +2%
FWCM
1721
Ferguson Wellman Capital Management
Oregon
$331K -$19.2K -38 -6%
BMWS
1722
Brady Martz Wealth Solutions
North Dakota
$330K +$7.6K +15 +2%
MWM
1723
MOKAN Wealth Management
Kansas
$329K +$320K +632 New
EIG
1724
Ellenbecker Investment Group
Wisconsin
$328K -$10.6K -21 -3%
AFA
1725
Alpha Financial Advisors
North Carolina
$327K -$506 -1 -0.2%