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Name Holding Trade Value Shares
Change
Change in
Stake
H
2351
HoyleCohen
California
$247K +$359 +1 +0.1%
HC
2352
HNP Capital
New York
$246K – – –
VRM
2353
Vectors Research Management
New York
$246K – – –
AA
2354
Aire Advisors
California
$246K +$248K +689 New
PFA
2355
Pure Financial Advisors
California
$245K -$6.47K -18 -3%
AAS
2356
Annex Advisory Services
Wisconsin
$243K – – –
FB
2357
First Bancorp
Maine
$243K – – –
LWA
2358
Lenox Wealth Advisors
New York
$243K +$3.23K +9 +1%
JWA
2359
JFS Wealth Advisors
Pennsylvania
$242K -$25.2K -70 -9%
PTC
2360
Philadelphia Trust Company
Pennsylvania
$240K +$241K +671 New
CRI
2361
Colonial River Investments
Virginia
$239K -$64K -178 -21%
WCG
2362
Weaver Consulting Group
California
$238K -$5.03K -14 -2%
SLWA
2363
San Luis Wealth Advisors
California
$238K -$1.08K -3 -0.5%
HCA
2364
Horan Capital Advisors
Ohio
$238K – – –
CPIA
2365
Cornell Pochily Investment Advisors
New York
$236K +$27K +75 +13%
MCM
2366
Morton Capital Management
California
$235K – – –
WWMSC
2367
Wagner Wealth Management (South Carolina)
South Carolina
$234K – – –
BFS
2368
Bickling Financial Services
Massachusetts
$234K +$359 +1 +0.2%
GHA
2369
GW Henssler & Associates
Georgia
$234K +$12.9K +36 +6%
SIA
2370
Soltis Investment Advisors
Utah
$234K +$24.8K +69 +12%
TCM
2371
Tandem Capital Management
New Jersey
$233K – – –
CVM
2372
Cheviot Value Management
California
$232K -$4.31K -12 -2%
SIC
2373
Salem Investment Counselors
North Carolina
$230K -$8.99K -25 -4%
FDS
2374
Freedom Day Solutions
Texas
$230K +$2.16K +6 +0.9%
RCM
2375
RNC Capital Management
California
$229K -$4.67K -13 -2%