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Name Holding Trade Value Shares
Change
Change in
Stake
KLI
2151
Kelman-Lazarov Inc
Tennessee
$353K -$271K -3,303 -45%
LCAM
2152
London & Capital Asset Management
United Kingdom
$352K -$73.2K -891 -18%
HHGA
2153
Halbert Hargrove Global Advisors
California
$352K -$37.6K -458 -10%
PP
2154
PDS Planning
Ohio
$352K -$20.1K -245 -6%
CAC
2155
Certified Advisory Corp
Florida
$351K +$6.74K +82 +2%
ZF
2156
Zhang Financial
Michigan
$351K +$45.8K +558 +16%
BIM
2157
Bridgecreek Investment Management
Oklahoma
$350K – – –
PCM
2158
Poehling Capital Management
Wisconsin
$350K – – –
KA
2159
Klingman & Associates
New York
$350K +$3.2K +39 +1%
KCPG
2160
Kavar Capital Partners Group
Kansas
$349K -$17.2K -210 -5%
HCM
2161
Highlander Capital Management
New Jersey
$349K – – –
CNC
2162
Citizens & Northern Corp
Pennsylvania
$349K +$21.5K +262 +7%
SIS
2163
Sound Income Strategies
Florida
$349K +$23.5K +286 +8%
LWM
2164
Lyell Wealth Management
California
$348K +$329 +4 +0.1%
CG
2165
Cutler Group
California
$348K +$268K +3,261 +431%
HIIFS
2166
Harel Insurance Investments & Financial Services
Israel
$347K -$5.34K -65 -2%
EI
2167
Ellevest Inc
New York
$347K +$43.3K +527 +15%
FNBSF
2168
First National Bank Sioux Falls
South Dakota
$347K +$328K +3,993 New
WFA
2169
Wade Financial Advisory
California
$347K +$328K +3,994 New
GAM
2170
Gemmer Asset Management
California
$346K – – –
NCM
2171
Neumann Capital Management
California
$346K – – –
OKSA
2172
O'Keefe Stevens Advisory
New York
$346K – – –
JWM
2173
JGP Wealth Management
Oregon
$345K – – –
FCFC
2174
First Citizens Financial Corp
Iowa
$344K +$325K +3,960 New
CCM
2175
Colorado Capital Management
Colorado
$343K +$5.75K +70 +2%