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Name Holding Trade Value Shares
Change
Change in
Stake
WAM
1951
Weatherly Asset Management
California
$454K -$9.59K -122 -2%
LA
1952
LVW Advisors
New York
$454K +$258K +3,280 +113%
HIM
1953
Hanlon Investment Management
New Jersey
$454K +$268K +3,416 +123%
TFA
1954
Teamwork Financial Advisors
Texas
$454K +$486K +6,185 New
ER
1955
Enlightenment Research
Florida
$452K +$486K +6,183 New
HBT
1956
Hills Bank & Trust
Iowa
$451K +$2.36K +30 +0.5%
SFS
1957
Summit Financial Strategies
Ohio
$450K -$80.6K -1,026 -14%
EHWM
1958
Eads & Heald Wealth Management
Georgia
$450K +$482K +6,135 New
RAM
1959
RWC Asset Management
United Kingdom
$449K -$99.1K -1,261 -17%
CFA
1960
CWS Financial Advisors
Michigan
$449K -$13.3K -169 -3%
FNBOH
1961
First National Bank of Hutchinson
Kansas
$448K +$7.23K +92 +2%
OA
1962
Oxbow Advisors
Texas
$447K -$94K -1,196 -16%
SFSG
1963
Stearns Financial Services Group
North Carolina
$447K -$7.94K -101 -2%
SFA
1964
Souders Financial Advisors
Ohio
$447K +$478K +6,088 New
LAM
1965
L2 Asset Management
Massachusetts
$446K +$50.9K +648 +12%
WC
1966
Waterloo Capital
Texas
$446K +$477K +6,069 New
CC
1967
Cornerstone Capital
California
$445K -$21.8K -278 -4%
UFG
1968
United Fire Group
Iowa
$444K
SIM
1969
Sterling Investment Management
Arizona
$441K -$8.41K -107 -2%
BWM
1970
Baystate Wealth Management
Massachusetts
$440K -$7.78K -99 -2%
APW
1971
Acima Private Wealth
Virginia
$439K -$16.4K -209 -3%
CAI
1972
Capital Advisors Inc
Oklahoma
$439K +$10.6K +135 +2%
LA
1973
Legacy Advisors
Pennsylvania
$438K -$45.3K -576 -9%
CMO
1974
Covenant Multifamily Offices
Texas
$438K -$5.42K -69 -1%
JHCP
1975
Jackson Hole Capital Partners
Oklahoma
$437K