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Name Holding Trade Value Shares
Change
Change in
Stake
BIM
3151
Bullseye Investment Management
Ohio
$241K
VHAM
3152
Van Hulzen Asset Management
California
$241K -$2.3K -4 -0.9%
CWL
3153
Causey Wealth LLC
Colorado
$241K
ANBOT
3154
American National Bank of Texas
Texas
$241K +$243K +423 New
FI
3155
Finivi Inc
Massachusetts
$240K +$6.32K +11 +3%
PPC
3156
Pennington Partners & Co
Maryland
$240K -$19K -33 -7%
BWA
3157
Brave Warrior Advisors
New York
$240K
KFSC
3158
Keystone Financial Services (Colorado)
Colorado
$239K +$18.4K +32 +8%
JBA
3159
Johnson Bixby & Associates
Washington
$238K
EARNEST Partners
3160
EARNEST Partners
Georgia
$237K +$7.47K +13 +3%
CFG
3161
Carter Financial Group
Illinois
$236K +$24.1K +42 +11%
AFP
3162
Alpha Financial Partners
Kentucky
$236K
CWM
3163
Cabot Wealth Management
Massachusetts
$236K
LWM
3164
LJI Wealth Management
Indiana
$235K -$12.1K -21 -5%
PS
3165
Planned Solutions
California
$235K
DJYG
3166
David J. Yvars Group
Florida
$235K
HWM
3167
Hohimer Wealth Management
Washington
$235K +$237K +412 New
AIMA
3168
Ables Iannone Moore & Associates
Georgia
$234K
PFM
3169
Patton Fund Management
Texas
$234K
GWM
3170
Greenwich Wealth Management
Connecticut
$234K
WIM
3171
Westside Investment Management
California
$234K +$107K +187 +85%
HA
3172
Helium Advisors
Washington
$233K +$16.7K +29 +8%
DFP
3173
Defined Financial Planning
California
$233K +$574 +1 +0.2%
ME
3174
McIlrath & Eck
Washington
$232K -$4.02K -7 -2%
CIA
3175
Cladis Investment Advisory
Montana
$232K