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Name Holding Trade Value Shares
Change
Change in
Stake
LP
1901
LGL Partners
Pennsylvania
$310K – – –
WS
1902
Wela Strategies
Georgia
$310K +$8.01K +48 +3%
EWF
1903
Epstein & White Financial
California
$310K +$8.34K +50 +3%
APP
1904
Alpha Paradigm Partners
Illinois
$310K +$311K +1,865 New
BBW
1905
Blue Barn Wealth
Utah
$309K +$311K +1,862 New
AAM
1906
AMI Asset Management
California
$308K +$17.7K +106 +6%
LA
1907
Latitude Advisors
Florida
$307K +$23K +138 +8%
MHR
1908
Matthew Hamilton Rosenberg
$305K – – –
WJA
1909
Willis Johnson & Associates
Texas
$304K -$4K -24 -1%
TCM
1910
Teza Capital Management
Illinois
$304K +$305K +1,829 New
BI
1911
Ballast Inc
Kentucky
$304K +$306K +1,833 New
DI
1912
DAGCO Inc
Ohio
$303K – – –
KCM
1913
Kathmere Capital Management
Pennsylvania
$303K – – –
ESBC
1914
E.S. Barr & Co
Kentucky
$303K +$77.9K +467 +34%
OMIC
1915
Old Mission Investment Co
Michigan
$302K – – –
RBFC
1916
Roman Butler Fullerton & Co
Missouri
$302K -$204K -1,223 -40%
MCM
1917
MV Capital Management
Maryland
$299K +$13.5K +81 +5%
TWM
1918
TriaGen Wealth Management
California
$298K -$19.9K -119 -6%
CCM
1919
Copeland Capital Management
Pennsylvania
$298K – – –
CCM
1920
Courage Capital Management
Tennessee
$298K – – –
CIC
1921
Cutler Investment Counsel
Oregon
$298K – – –
HZ
1922
Hixon Zuercher
Ohio
$298K – – –
CISOA
1923
Capital Investment Services of America
Wisconsin
$298K +$79.8K +478 +36%
AA
1924
AF Advisors
California
$297K – – –
VBCG
1925
Valley Brook Capital Group
Pennsylvania
$297K – – –