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Name Holding Trade Value Shares
Change
Change in
Stake
HFS
2551
Howard Financial Services
Texas
$261K -$262K -1,256 -52%
ST
2552
Sentinel Trust
Texas
$260K -$24.4K -117 -9%
EARNEST Partners
2553
EARNEST Partners
Georgia
$260K – – –
SF
2554
Symphony Financial
Texas
$260K +$239K +1,144 New
MCG
2555
MACRO Consulting Group
New Jersey
$259K -$22.8K -109 -9%
MWM
2556
McNaughton Wealth Management
California
$259K -$19K -91 -7%
TC
2557
TAP Consulting
Missouri
$259K -$14K -67 -6%
CT
2558
Caldwell Trust
Florida
$258K -$104K -500 -31%
CWM
2559
Cedar Wealth Management
California
$257K -$314K -1,505 -57%
OR
2560
Olympiad Research
Connecticut
$257K +$236K +1,130 New
RCA
2561
Resonant Capital Advisors
Wisconsin
$255K -$56.2K -269 -19%
CPA
2562
Court Place Advisors
Maryland
$255K -$31.3K -150 -12%
MAM
2563
Marquette Asset Management
Minnesota
$255K – – –
ECG
2564
EPIQ Capital Group
California
$254K +$234K +1,120 New
PAG
2565
Pinnacle Advisory Group
Maryland
$254K +$234K +1,120 New
TTWM
2566
TCV Trust & Wealth Management
Virginia
$253K +$233K +1,118 New
WAOI
2567
Wealth Advisors of Iowa
Iowa
$251K -$98.1K -470 -30%
GC
2568
Globeflex Capital
California
$251K – – –
BBA
2569
Braun-Bostich & Associates
Pennsylvania
$250K – – –
GD
2570
Grandfield & Dodd
New York
$250K +$228K +1,093 New
GC
2571
Gratus Capital
Georgia
$250K +$230K +1,100 New
NCM
2572
Northwest Capital Management
Oregon
$250K +$230K +1,100 New
SFS
2573
Summit Financial Strategies
Ohio
$250K +$230K +1,100 New
USGIU
2574
U.S. Global Investors (USGI)
Texas
$250K +$230K +1,100 New
GM
2575
GeoWealth Management
Illinois
$250K +$230K +1,101 New