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Name Holding Trade Value Shares
Change
Change in
Stake
APW
2151
Austin Private Wealth
Texas
$277K – – –
G
2152
GenTrust
Florida
$277K +$60.4K +166 +26%
PWM
2153
PRW Wealth Management
Massachusetts
$276K +$289K +794 New
SF
2154
Symphony Financial
Texas
$275K -$265K -729 -48%
AP
2155
Arlington Partners
Alabama
$275K – – –
CISOA
2156
Capital Investment Services of America
Wisconsin
$275K – – –
LRIA
2157
Leonard Rickey Investment Advisors
Washington
$275K +$12.4K +34 +4%
DFA
2158
DHJJ Financial Advisors
Illinois
$274K -$1.82K -5 -0.6%
BMCM
2159
Bryn Mawr Capital Management
Pennsylvania
$273K +$36.4K +100 +15%
IWN
2160
Independent Wealth Network
Iowa
$273K +$302K +830 New
PB
2161
Pinnacle Bancorp
Nebraska
$272K -$364 -1 -0.1%
PTC
2162
Philadelphia Trust Company
Pennsylvania
$272K +$285K +783 New
BMC
2163
Benin Management Corp
Connecticut
$270K – – –
WCM Investment Management
2164
WCM Investment Management
California
$270K +$283K +777 New
CAI
2165
Capital Advisors Inc
Oklahoma
$269K +$17.8K +49 +7%
BG
2166
Benedetti & Gucer
Georgia
$267K -$16.4K -45 -6%
GCA
2167
Genesee Capital Advisors
New York
$267K +$279K +767 New
UH
2168
Unigestion Holding
Switzerland
$266K -$416K -1,145 -60%
MS
2169
Maven Securities
Jersey
$266K -$130K -358 -32%
PHS
2170
Pekin Hardy Strauss
Illinois
$266K +$5.45K +15 +2%
SWM
2171
Salvus Wealth Management
New Jersey
$266K +$71.3K +196 +34%
FFG
2172
Frisch Financial Group
New York
$265K +$364 +1 +0.1%
CCFM
2173
Clear Creek Financial Management
Washington
$264K -$36.4K -100 -12%
JIC
2174
Joel Isaacson & Co
New York
$262K +$5.82K +16 +2%
NGA
2175
Naples Global Advisors
Florida
$261K -$2.91K -8 -1%