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Name Holding Trade Value Shares
Change
Change in
Stake
IA
2301
Insight Advisors
Pennsylvania
$354K -$27.8K -74 -8%
GWCM
2302
Godshalk Welsh Capital Management
Pennsylvania
$354K -$18.8K -50 -5%
CC
2303
Constitution Capital
Connecticut
$354K
AO
2304
Advisor OS
Illinois
$350K +$334K +890 New
LSIA
2305
LaSalle St. Investment Advisors
Illinois
$350K -$10.5K -28 -3%
PCG
2306
Prosperity Consulting Group
Maryland
$350K -$15.4K -41 -4%
JIC
2307
Joel Isaacson & Co
New York
$349K
HCA
2308
Horan Capital Advisors
Ohio
$348K +$6.38K +17 +2%
RFG
2309
Range Financial Group
Oregon
$346K -$56.3K -150 -15%
CWS
2310
Cypress Wealth Services
California
$342K +$71.3K +190 +29%
GAA
2311
Global Assets Advisory
Florida
$342K -$61.5K -164 -16%
IVP
2312
Intrinsic Value Partners
Arizona
$342K -$1.88K -5 -0.6%
WRPWM
2313
Werba Rubin Papier Wealth Management
California
$342K +$9.38K +25 +3%
PL
2314
Parthenon LLC
Kentucky
$341K
RDWM
2315
Red Door Wealth Management
Tennessee
$341K +$325K +866 New
CA
2316
Calton & Associates
Florida
$340K +$58.2K +155 +22%
CFA
2317
Capstone Financial Advisors
Illinois
$340K -$3.38K -9 -1%
CWM
2318
Campbell Wealth Management
Virginia
$339K -$30K -80 -8%
BCAM
2319
Boston Common Asset Management
Massachusetts
$339K
LWM
2320
Liberty Wealth Management
California
$339K -$26.6K -71 -8%
TPM
2321
Triasima Portfolio Management
Quebec, Canada
$338K +$244K +650 New
HCA
2322
Heck Capital Advisors
Wisconsin
$338K
LA
2323
Lakeside Advisors
Washington
$338K
SF
2324
Slagle Financial
Illinois
$338K +$322K +858 New
HCP
2325
Hexagon Capital Partners
Arkansas
$337K -$13.1K -35 -4%