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Name Holding Trade Value Shares
Change
Change in
Stake
MCG
2151
MACRO Consulting Group
New Jersey
$304K +$8.55K +23 +3%
SIG
2152
Sargent Investment Group
Maryland
$303K -$37.2K -100 -11%
JWBC
2153
J.W. Burns & Co
New York
$303K +$19.3K +52 +7%
PFWA
2154
Paces Ferry Wealth Advisors
Georgia
$302K +$372 +1 +0.1%
BFC
2155
Bedel Financial Consulting
Indiana
$301K +$34.2K +92 +13%
MF
2156
Montis Financial
Massachusetts
$300K – – –
SHGA
2157
Sand Hill Global Advisors
California
$300K +$306K +822 New
RP
2158
Rice Partnership
Hawaii
$298K +$10K +27 +3%
BG
2159
Benedetti & Gucer
Georgia
$297K +$26K +70 +9%
MWC
2160
MBM Wealth Consultants
Missouri
$296K -$372 -1 -0.1%
WBG
2161
Wharton Business Group
Pennsylvania
$296K – – –
CSPIA
2162
Cary Street Partners Investment Advisory
Virginia
$295K +$2.6K +7 +0.9%
MCM
2163
MV Capital Management
Maryland
$295K +$42K +113 +16%
FRM
2164
Fox Run Management
Connecticut
$295K +$301K +809 New
MPIA
2165
Mountain Pacific Investment Advisers
Idaho
$294K – – –
OWM
2166
Orgel Wealth Management
Wisconsin
$292K – – –
APW
2167
Austin Private Wealth
Texas
$291K -$1.86K -5 -0.6%
GKWIM
2168
Gerber Kawasaki Wealth & Investment Management
California
$290K +$17.5K +47 +6%
AP
2169
Arlington Partners
Alabama
$289K -$21.9K -59 -7%
LRIA
2170
Leonard Rickey Investment Advisors
Washington
$289K -$16K -43 -5%
DFA
2171
DHJJ Financial Advisors
Illinois
$289K -$1.49K -4 -0.5%
WOSD
2172
WFA of San Diego
California
$289K +$5.95K +16 +2%
CISOA
2173
Capital Investment Services of America
Wisconsin
$288K -$18.6K -50 -6%
SMA
2174
Sage Mountain Advisors
Georgia
$288K +$48K +129 +20%
CAM
2175
Claret Asset Management
Quebec, Canada
$287K -$9.29K -25 -3%