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Name Holding Trade Value Shares
Change
Change in
Stake
HCM
2901
Hall Capital Management
Rhode Island
$353K -$27.7K -295 -8%
KOC
2902
Koss-Olinger Consulting
Florida
$353K -$126K -1,340 -29%
TIA
2903
Trust Investment Advisors
Indiana
$353K +$315K +3,353 New
GWA
2904
Genesis Wealth Advisors
Massachusetts
$353K
SWM
2905
Stronghold Wealth Management
Florida
$352K +$314K +3,345 New
Pzena Investment Management
2906
Pzena Investment Management
New York
$350K
VA
2907
Veratis Advisors
North Carolina
$350K +$270K +2,878 New
HP
2908
Highlander Partners
Texas
$347K
CCC
2909
Chelsea Counsel Company
California
$346K -$23.5K -250 -7%
CHWM
2910
Cauble & Harre Wealth Management
Missouri
$346K +$306K +3,262 New
OA
2911
Oxbow Advisors
Texas
$346K +$37.5K +400 +14%
OAG
2912
Oakmont Advisory Group
New Mexico
$345K +$308K +3,280 New
PWM
2913
Platt Wealth Management
California
$343K +$307K +3,266 New
BIG
2914
Brookwood Investment Group
Arizona
$342K -$62.4K -665 -17%
GS
2915
GWN Securities
Florida
$342K -$147K -1,566 -33%
LWM
2916
Liberty Wealth Management
California
$341K +$16.2K +173 +6%
HIP
2917
Harrell Investment Partners
Texas
$341K +$657 +7 +0.2%
IA
2918
IFC Advisors
California
$341K +$304K +3,242 New
TFS
2919
Targeted Financial Services
Florida
$341K +$304K +3,242 New
PC
2920
PCB Capital
New Jersey
$341K +$304K +3,242 New
PPWM
2921
Paragon Private Wealth Management
Kentucky
$341K +$16K +170 +6%
SWIM
2922
Smallwood Wealth Investment Management
New Jersey
$340K -$50.7K -540 -14%
BDFN
2923
Bond & Devick Financial Network
Minnesota
$340K
KIG
2924
Kennedy Investment Group
New Jersey
$339K -$18.3K -195 -6%
FFG
2925
Fortress Financial Group
Minnesota
$339K +$2.72K +29 +0.9%