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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1801
Atticus Wealth Management
Florida
$227K +$216K +1,539 New
BCMO
1802
Buckingham Capital Management (Ohio)
Ohio
$226K – – –
HHAM
1803
HITE Hedge Asset Management
Massachusetts
$226K – – –
FIG
1804
FundX Investment Group
California
$226K +$215K +1,534 New
AWA
1805
Arkadios Wealth Advisors
Georgia
$226K +$237K +1,691 New
GIM
1806
Greylin Investment Management
Virginia
$225K – – –
WLIM
1807
White Lighthouse Investment Management
Massachusetts
$225K – – –
VST
1808
Van Strum & Towne
California
$224K -$7.42K -53 -3%
KMWM
1809
Keudell/Morrison Wealth Management
Oregon
$224K -$5.74K -41 -3%
CFSG
1810
Community Financial Services Group
Vermont
$224K +$213K +1,521 New
SFP
1811
Shepherd Financial Partners
Massachusetts
$223K – – –
FHC
1812
First Heartland Consultants
Missouri
$223K +$7.84K +56 +4%
PCM
1813
Perritt Capital Management
Illinois
$222K -$45K -321 -18%
PBO
1814
Peoples Bank (Ohio)
Ohio
$222K – – –
CTB
1815
Country Trust Bank
Illinois
$221K -$840 -6 -0.4%
RWM
1816
Ritholtz Wealth Management
New York
$221K +$210K +1,499 New
HCM
1817
Hollencrest Capital Management
California
$220K – – –
TI
1818
Truehand Inc
New Hampshire
$220K – – –
VC
1819
Vestor Capital
Illinois
$220K +$209K +1,493 New
SWM
1820
Shakespeare Wealth Management
Wisconsin
$219K – – –
RBFC
1821
Roman Butler Fullerton & Co
Missouri
$219K +$208K +1,484 New
ABTD
1822
Arvest Bank Trust Division
Oklahoma
$218K – – –
FGAM
1823
Financial Gravity Asset Management
Texas
$218K – – –
MIAS
1824
Mason Investment Advisory Services
Virginia
$218K +$207K +1,477 New
WA
1825
Waverly Advisors
Alabama
$217K -$64.7K -462 -22%