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Name Holding Trade Value Shares
Change
Change in
Stake
LCM
2226
LVM Capital Management
Michigan
$343K +$34.9K +106 +12%
MCA
2227
MSH Capital Advisors
Arizona
$343K +$20.4K +62 +7%
FFA
2228
Founders Financial Alliance
North Carolina
$342K +$83.9K +255 +35%
PFM
2229
Parsec Financial Management
North Carolina
$341K +$1.98K +6 +0.6%
FCA
2230
Fortis Capital Advisors
Kansas
$339K +$321K +975 New
Financial Engines Advisors
2231
Financial Engines Advisors
California
$338K -$18.1K -55 -5%
NRC
2232
New Republic Capital
North Carolina
$337K +$319K +970 New
AP
2233
Arlington Partners
Alabama
$336K -$82.3K -250 -21%
GAM
2234
Gemmer Asset Management
California
$336K -$17.1K -52 -5%
OAM
2235
Oberweis Asset Management
Illinois
$336K – – –
PW
2236
Peninsula Wealth
California
$335K +$67.5K +205 +27%
GP
2237
Geneva Partners
Wisconsin
$335K -$3.62K -11 -1%
MWC
2238
MBM Wealth Consultants
Missouri
$334K +$49.4K +150 +18%
TC
2239
TwinBeech Capital
New York
$331K -$49.7M -151,068 -99%
CWM
2240
Campbell Wealth Management
Virginia
$331K -$1.32K -4 -0.4%
GWCM
2241
Godshalk Welsh Capital Management
Pennsylvania
$330K +$313K +950 New
SIG
2242
Sargent Investment Group
Maryland
$329K +$16.5K +50 +6%
NGA
2243
Naples Global Advisors
Florida
$328K +$14.2K +43 +5%
GHA
2244
Granite Harbor Advisors
Texas
$328K +$311K +944 New
WPC
2245
Waters Parkerson & Co
Louisiana
$328K – – –
HBT
2246
Heartland Bank & Trust
Illinois
$328K +$310K +943 New
SAM
2247
Strategy Asset Managers
California
$327K – – –
RPCONE
2248
Retirement Planning Company of New England
Rhode Island
$327K +$329 +1 +0.1%
IAA
2249
Independent Advisor Alliance
North Carolina
$327K -$7.64M -23,223 -50%
CAIMH
2250
Central Asset Investments & Management Holdings
Hong Kong
$325K +$308K +936 New