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Name Holding Trade Value Shares
Change
Change in
Stake
BO
1901
BRR OpCo
Ohio
$240K +$10.1K +71 +5%
NFG
1902
Nations Financial Group
Iowa
$239K -$13.3K -94 -5%
AIA
1903
Alera Investment Advisors
Illinois
$239K +$5.11K +36 +2%
ANB
1904
Amarillo National Bank
Texas
$238K -$6.81K -48 -3%
AIM
1905
Aspen Investment Management
Michigan
$238K
FNC
1906
First National Corp
Massachusetts
$238K +$5.25K +37 +2%
SCA
1907
Strategic Capital Advisers
Colorado
$237K -$16.9K -119 -7%
MAG
1908
Mayfair Advisory Group
Alabama
$237K +$142 +1 +0.1%
AAM
1909
AMI Asset Management
California
$237K +$3.41K +24 +2%
WRM
1910
Weybosset Research & Management
Rhode Island
$236K -$25.4K -179 -10%
CW
1911
Cabot-Wellington
Massachusetts
$236K
PCP
1912
Proficio Capital Partners
Massachusetts
$235K +$229K +1,611 New
WS
1913
Wela Strategies
Georgia
$234K -$13.1K -92 -5%
HCM
1914
Hengehold Capital Management
Ohio
$234K +$994 +7 +0.4%
ZF
1915
Zhang Financial
Michigan
$233K -$16.3K -115 -7%
PFA
1916
Pure Financial Advisors
California
$233K
SFWC
1917
Strategic Family Wealth Counselors
New Jersey
$231K
LSPW
1918
Lake Street Private Wealth
Illinois
$231K +$224K +1,578 New
WFA
1919
WestHill Financial Advisors
California
$231K +$224K +1,579 New
SMH
1920
Sanders Morris Harris
Texas
$230K
HA
1921
Hamel Associates
New Jersey
$230K +$223K +1,573 New
TFA
1922
Trinity Financial Advisors
Ohio
$230K +$224K +1,576 New
PCG
1923
Private Capital Group
Connecticut
$229K +$2.56K +18 +1%
1WA
1924
180 Wealth Advisors
Washington
$229K +$9.79K +69 +4%
MA
1925
MJP Associates
Connecticut
$229K +$222K +1,564 New