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Name Holding Trade Value Shares
Change
Change in
Stake
BOM
1626
Bank of Marin
California
$277K -$48.8K -371 -13%
WBG
1627
Wharton Business Group
Pennsylvania
$276K -$86.6K -658 -21%
ZF
1628
Zhang Financial
Michigan
$276K -$16.6K -126 -5%
DIM
1629
DC Investments Management
Virginia
$276K +$318K +2,421 New
MFW
1630
Mosaic Family Wealth
Missouri
$275K -$12.9K -98 -4%
BFG
1631
Beacon Financial Group
Texas
$274K -$38.8K -295 -11%
PWS
1632
Private Wealth Strategies
Ohio
$274K – – –
CAM
1633
Cozad Asset Management
Illinois
$273K -$62.9K -478 -17%
MGIM
1634
M&G Investment Management
United Kingdom
$273K -$42.6K -324 -12%
MGAM
1635
McGowan Group Asset Management
Texas
$272K +$313K +2,381 New
WCWM
1636
Willow Creek Wealth Management
California
$271K -$6.45K -49 -2%
AC
1637
Alexandria Capital
Virginia
$269K – – –
CAM
1638
Covenant Asset Management
New Jersey
$268K – – –
SFG
1639
Sather Financial Group
Texas
$268K +$5.53K +42 +2%
GIM
1640
Greylin Investment Management
Virginia
$268K +$109K +825 +54%
DC
1641
DeDora Capital
California
$267K +$789 +6 +0.3%
RSWM
1642
Robertson Stephens Wealth Management
California
$267K +$308K +2,342 New
SIA
1643
Starfire Investment Advisers
Michigan
$265K – – –
SBA
1644
Secrest Blakey & Associates
North Carolina
$265K +$305K +2,320 New
MIC
1645
Means Investment Company
Maine
$264K -$7.37K -56 -2%
PCS
1646
Personal CFO Solutions
New Jersey
$264K +$75.6K +575 +33%
HSWM
1647
Hubbell Strickland Wealth Management
Louisiana
$263K -$30.4K -231 -9%
GAMC
1648
Garner Asset Management Corp
Texas
$263K – – –
WFM
1649
Wolff Financial Management
Michigan
$263K +$18K +137 +6%
SBWIC
1650
Schaper Benz & Wise Investment Counsel
Wisconsin
$263K +$93.8K +713 +45%