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Name Holding Trade Value Shares
Change
Change in
Stake
WF
3076
Womack Financial
Texas
$286K +$296K +2,874 New
SYM Financial Corp
3077
SYM Financial Corp
Indiana
$285K +$75.1K +728 +34%
GAM
3078
Grandview Asset Management
Pennsylvania
$285K -$103K -998 -26%
Kohmann Bosshard Financial Services
3079
Kohmann Bosshard Financial Services
Ohio
$285K -$20.6K -200 -7%
Matrix Asset Advisors
3080
Matrix Asset Advisors
New York
$285K – – –
PIA
3081
Panoramic Investment Advisors
Colorado
$284K -$32.2K -312 -10%
Osborne Partners Capital Management
3082
Osborne Partners Capital Management
California
$284K -$43.9K -426 -13%
FWA
3083
Flagship Wealth Advisors
Massachusetts
$283K +$294K +2,849 New
SC
3084
Schubert & Co
Texas
$283K +$722 +7 +0.2%
GJIA
3085
Glass Jacobson Investment Advisors
Maryland
$283K -$2.27K -22 -0.8%
VisionPoint Advisory Group
3086
VisionPoint Advisory Group
Texas
$282K -$213K -2,065 -42%
PCS
3087
Private Client Services
Kentucky
$282K -$172K -1,669 -37%
VC
3088
Veery Capital
Delaware
$281K -$19.5K -189 -6%
PWM
3089
Penobscot Wealth Management
Maine
$281K +$6.8K +66 +2%
WTFG
3090
Wells Trecaso Financial Group
Ohio
$281K -$25.8K -250 -8%
GHA
3091
Granite Harbor Advisors
Texas
$281K +$6.6K +64 +2%
MCA
3092
Maryland Capital Advisors
Maryland
$281K – – –
OLVIG
3093
Oliver Lagore Vanvalin Investment Group
Michigan
$280K – – –
WAC
3094
William Allan Corp
Colorado
$280K -$103 -1 -0%
CAG
3095
Centerpoint Advisory Group
Kansas
$280K +$290K +2,812 New
HBS
3096
Howard Bailey Securities
Indiana
$279K +$28K +272 +11%
LFG
3097
Lockerman Financial Group
California
$279K -$16K -155 -5%
HCM
3098
Harvey Capital Management
Florida
$279K – – –
BWA
3099
BlueChip Wealth Advisors
Georgia
$278K -$15.5K -150 -5%
BSAM
3100
Blue Square Asset Management
New York
$278K – – –