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Name Holding Trade Value Shares
Change
Change in
Stake
PWM
2151
PRW Wealth Management
Massachusetts
$276K +$289K +794 New
SF
2152
Symphony Financial
Texas
$275K -$265K -729 -48%
AP
2153
Arlington Partners
Alabama
$275K
CISOA
2154
Capital Investment Services of America
Wisconsin
$275K
LRIA
2155
Leonard Rickey Investment Advisors
Washington
$275K +$12.4K +34 +4%
DFA
2156
DHJJ Financial Advisors
Illinois
$274K -$1.82K -5 -0.6%
BMCM
2157
Bryn Mawr Capital Management
Pennsylvania
$273K +$36.4K +100 +15%
IWN
2158
Independent Wealth Network
Iowa
$273K +$302K +830 New
PB
2159
Pinnacle Bancorp
Nebraska
$272K -$364 -1 -0.1%
PTC
2160
Philadelphia Trust Company
Pennsylvania
$272K +$285K +783 New
BMC
2161
Benin Management Corp
Connecticut
$270K
WCM Investment Management
2162
WCM Investment Management
California
$270K +$283K +777 New
CAI
2163
Capital Advisors Inc
Oklahoma
$269K +$17.8K +49 +7%
BG
2164
Benedetti & Gucer
Georgia
$267K -$16.4K -45 -6%
GCA
2165
Genesee Capital Advisors
New York
$267K +$279K +767 New
UH
2166
Unigestion Holding
Switzerland
$266K -$416K -1,145 -60%
MS
2167
Maven Securities
Jersey
$266K -$130K -358 -32%
PHS
2168
Pekin Hardy Strauss
Illinois
$266K +$5.45K +15 +2%
SWM
2169
Salvus Wealth Management
New Jersey
$266K +$71.3K +196 +34%
FFG
2170
Frisch Financial Group
New York
$265K +$364 +1 +0.1%
CCFM
2171
Clear Creek Financial Management
Washington
$264K -$36.4K -100 -12%
JIC
2172
Joel Isaacson & Co
New York
$262K +$5.82K +16 +2%
NGA
2173
Naples Global Advisors
Florida
$261K -$2.91K -8 -1%
IBOK
2174
Independence Bank of Kentucky
Kentucky
$261K +$137K +377 +101%
CCA
2175
Covey Capital Advisors
Georgia
$261K +$273K +750 New