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Name Holding Trade Value Shares
Change
Change in
Stake
SIG
2151
Sargent Investment Group
Maryland
$303K -$37.2K -100 -11%
JWBC
2152
J.W. Burns & Co
New York
$303K +$19.3K +52 +7%
PFWA
2153
Paces Ferry Wealth Advisors
Georgia
$302K +$372 +1 +0.1%
BFC
2154
Bedel Financial Consulting
Indiana
$301K +$34.2K +92 +13%
MF
2155
Montis Financial
Massachusetts
$300K
SHGA
2156
Sand Hill Global Advisors
California
$300K +$306K +822 New
RP
2157
Rice Partnership
Hawaii
$298K +$10K +27 +3%
BG
2158
Benedetti & Gucer
Georgia
$297K +$26K +70 +9%
MWC
2159
MBM Wealth Consultants
Missouri
$296K -$372 -1 -0.1%
WBG
2160
Wharton Business Group
Pennsylvania
$296K
CSPIA
2161
Cary Street Partners Investment Advisory
Virginia
$295K +$2.6K +7 +0.9%
MCM
2162
MV Capital Management
Maryland
$295K +$42K +113 +16%
FRM
2163
Fox Run Management
Connecticut
$295K +$301K +809 New
MPIA
2164
Mountain Pacific Investment Advisers
Idaho
$294K
OWM
2165
Orgel Wealth Management
Wisconsin
$292K
APW
2166
Austin Private Wealth
Texas
$291K -$1.86K -5 -0.6%
GKWIM
2167
Gerber Kawasaki Wealth & Investment Management
California
$290K +$17.5K +47 +6%
AP
2168
Arlington Partners
Alabama
$289K -$21.9K -59 -7%
LRIA
2169
Leonard Rickey Investment Advisors
Washington
$289K -$16K -43 -5%
DFA
2170
DHJJ Financial Advisors
Illinois
$289K -$1.49K -4 -0.5%
WOSD
2171
WFA of San Diego
California
$289K +$5.95K +16 +2%
CISOA
2172
Capital Investment Services of America
Wisconsin
$288K -$18.6K -50 -6%
SMA
2173
Sage Mountain Advisors
Georgia
$288K +$48K +129 +20%
CAM
2174
Claret Asset Management
Quebec, Canada
$287K -$9.29K -25 -3%
HG
2175
Harbor Group
New Hampshire
$287K