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Name Holding Trade Value Shares
Change
Change in
Stake
CB
2926
Centennial Bank
Arkansas
$321K – – –
RPCA
2927
Running Point Capital Advisors
California
$321K +$51.1K +89 +19%
DWM
2928
Denver Wealth Management
Colorado
$321K -$3.45K -6 -1%
NEWAS
2929
N.E.W. Advisory Services
Wisconsin
$320K – – –
CWM
2930
Cahaba Wealth Management
Georgia
$319K +$574 +1 +0.2%
RFW
2931
Rainier Family Wealth
Washington
$319K +$41.3K +72 +15%
FPL
2932
Fortress Private Ledger
North Carolina
$319K -$4.02K -7 -1%
PR
2933
Payden & Rygel
California
$319K – – –
MCIA
2934
Mountain Capital Investment Advisors
Colorado
$316K +$21.2K +37 +7%
AFS
2935
Anderson Financial Strategies
Ohio
$316K – – –
WPW
2936
Watershed Private Wealth
Illinois
$316K – – –
TWM
2937
Tanager Wealth Management
United Kingdom
$316K +$57.4K +100 +22%
CMF
2938
Counterpoint Mutual Funds
California
$316K +$319K +555 New
KPPF
2939
Klein Pavlis & Peasley Financial
California
$315K +$5.17K +9 +2%
BAS
2940
Brueske Advisory Services
Washington
$315K +$7.47K +13 +2%
HWMO
2941
Heritage Wealth Management (Ohio)
Ohio
$313K – – –
EPM
2942
Elm Partners Management
Pennsylvania
$313K +$316K +550 New
ST
2943
Sentinel Trust
Texas
$313K – – –
EGWAG
2944
Elwood & Goetz Wealth Advisory Group
Georgia
$313K -$31.6K -55 -9%
FAP
2945
Financial Advisory Partners
Florida
$313K – – –
PVM
2946
Palogic Value Management
Texas
$313K +$574 +1 +0.2%
LFS
2947
Legacy Financial Strategies
Kansas
$313K +$38.5K +67 +14%
AB
2948
ANB Bank
Colorado
$312K +$5.17K +9 +2%
YP
2949
YANKCOM Partnership
South Dakota
$312K – – –
NPT
2950
National Philanthropic Trust
Pennsylvania
$312K +$315K +548 New