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Name Holding Trade Value Shares
Change
Change in
Stake
OAS
3151
Optivise Advisory Services
Tennessee
$242K +$19K +33 +8%
FF
3152
Fluent Financial
Texas
$242K – – –
BIM
3153
Bullseye Investment Management
Ohio
$241K – – –
VHAM
3154
Van Hulzen Asset Management
California
$241K -$2.3K -4 -0.9%
CWL
3155
Causey Wealth LLC
Colorado
$241K – – –
ANBOT
3156
American National Bank of Texas
Texas
$241K +$243K +423 New
FI
3157
Finivi Inc
Massachusetts
$240K +$6.32K +11 +3%
PPC
3158
Pennington Partners & Co
Maryland
$240K -$19K -33 -7%
BWA
3159
Brave Warrior Advisors
New York
$240K – – –
KFSC
3160
Keystone Financial Services (Colorado)
Colorado
$239K +$18.4K +32 +8%
JBA
3161
Johnson Bixby & Associates
Washington
$238K – – –
EARNEST Partners
3162
EARNEST Partners
Georgia
$237K +$7.47K +13 +3%
CFG
3163
Carter Financial Group
Illinois
$236K +$24.1K +42 +11%
AFP
3164
Alpha Financial Partners
Kentucky
$236K – – –
CWM
3165
Cabot Wealth Management
Massachusetts
$236K – – –
LWM
3166
LJI Wealth Management
Indiana
$235K -$12.1K -21 -5%
PS
3167
Planned Solutions
California
$235K – – –
DJYG
3168
David J. Yvars Group
Florida
$235K – – –
HWM
3169
Hohimer Wealth Management
Washington
$235K +$237K +412 New
AIMA
3170
Ables Iannone Moore & Associates
Georgia
$234K – – –
PFM
3171
Patton Fund Management
Texas
$234K – – –
GWM
3172
Greenwich Wealth Management
Connecticut
$234K – – –
WIM
3173
Westside Investment Management
California
$234K +$107K +187 +85%
HA
3174
Helium Advisors
Washington
$233K +$16.7K +29 +8%
DFP
3175
Defined Financial Planning
California
$233K +$574 +1 +0.2%