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Name Holding Trade Value Shares
Change
Change in
Stake
AIA
2476
Arbor Investment Advisors
North Carolina
$223K +$74 +1 +0%
FLII
2477
First Long Island Investors
New York
$222K – – –
MVA
2478
Mount Vernon Associates
Maryland
$221K – – –
JFA
2479
Johanson Financial Advisors
California
$220K -$2.06K -28 -0.9%
BSAM
2480
Blue Square Asset Management
New York
$220K – – –
CWG
2481
Cornerstone Wealth Group
North Carolina
$220K +$214K +2,906 New
AGA
2482
Arkos Global Advisors
Texas
$219K +$1.48K +20 +0.7%
AAM
2483
Autus Asset Management
Arizona
$219K +$219K +2,967 New
GC
2484
Garde Capital
Washington
$218K -$65.1K -883 -23%
RZH
2485
Relyea Zuckerberg Hanson
Connecticut
$218K -$53.7K -728 -20%
CHA
2486
Cooper/Haims Advisors
New York
$218K +$3.02K +41 +1%
TWM
2487
TriaGen Wealth Management
California
$217K – – –
HC
2488
Hamilton Capital
Ohio
$217K +$8.34K +113 +4%
TJHA
2489
Thomas J. Herzfeld Advisors
Florida
$216K – – –
TW
2490
Towerpoint Wealth
California
$216K +$12.2K +165 +6%
SFG
2491
Sather Financial Group
Texas
$216K +$216K +2,934 New
MIP
2492
Marietta Investment Partners
Wisconsin
$215K -$17.8K -241 -8%
FWP
2493
Firethorn Wealth Partners
Georgia
$215K +$216K +2,922 New
MAG
2494
Mayfair Advisory Group
Alabama
$214K -$55.7K -755 -21%
ATIA
2495
American Trust Investment Advisors
New Hampshire
$214K -$2.14K -29 -1%
SGCA
2496
Steel Grove Capital Advisors
Tennessee
$214K – – –
TCM
2497
TD Capital Management
Tennessee
$214K +$31.6K +428 +17%
TWM
2498
Titus Wealth Management
California
$213K -$38.4K -521 -15%
WAM
2499
Wallington Asset Management
Indiana
$213K -$6.2K -84 -3%
RCM
2500
Requisite Capital Management
Texas
$213K +$212K +2,873 New