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Name Holding Trade Value Shares
Change
Change in
Stake
KFA
1601
Kelleher Financial Advisors
New York
$280K -$4.19K -30 -1%
WFM
1602
Wolff Financial Management
Michigan
$280K – – –
ATPW
1603
Ashton Thomas Private Wealth
Arizona
$278K +$13K +93 +5%
GIP
1604
Greatmark Investment Partners
Georgia
$278K +$283K +2,021 New
VA
1605
Valmark Advisers
Ohio
$277K +$39.4K +282 +16%
GLI
1606
Guardian Life Insurance
New York
$276K +$2.94K +21 +1%
UAS
1607
United Asset Strategies
New York
$275K – – –
LSAG
1608
Lake Street Advisors Group
New Hampshire
$275K +$19.4K +139 +7%
SQA
1609
Simon Quick Advisors
New Jersey
$274K – – –
LC
1610
Lincoln Capital
Nebraska
$273K -$5.87K -42 -2%
ANB
1611
Amarillo National Bank
Texas
$272K +$10.9K +78 +4%
BCP
1612
Blue Chip Partners
Michigan
$268K +$699 +5 +0.3%
CCM
1613
Cribstone Capital Management
Maine
$268K +$59.8K +428 +28%
NA
1614
Nottingham Advisors
New York
$266K – – –
SFG
1615
Sather Financial Group
Texas
$264K -$109K -777 -29%
KLI
1616
Kelman-Lazarov Inc
Tennessee
$264K – – –
JAFL
1617
Jay A. Fishman Ltd
Michigan
$263K – – –
FWP
1618
FAS Wealth Partners
Kansas
$263K -$280 -2 -0.1%
AssetMark Inc
1619
AssetMark Inc
California
$262K +$14.5K +104 +6%
BMCM
1620
Bryn Mawr Capital Management
Pennsylvania
$261K – – –
SCA
1621
Sippican Capital Advisors
Massachusetts
$260K – – –
NAM
1622
NTV Asset Management
West Virginia
$260K +$16.6K +119 +7%
NCM
1623
Novare Capital Management
North Carolina
$259K -$32.6K -233 -11%
CWM
1624
Confluence Wealth Management
Oregon
$258K -$38.6K -276 -13%
NCM
1625
Nelson Capital Management
California
$258K +$83.6K +598 +47%