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Name Holding Trade Value Shares
Change
Change in
Stake
LCAM
2151
London & Capital Asset Management
United Kingdom
$352K -$73.2K -891 -18%
HHGA
2152
Halbert Hargrove Global Advisors
California
$352K -$37.6K -458 -10%
PP
2153
PDS Planning
Ohio
$352K -$20.1K -245 -6%
CAC
2154
Certified Advisory Corp
Florida
$351K +$6.74K +82 +2%
ZF
2155
Zhang Financial
Michigan
$351K +$45.8K +558 +16%
BIM
2156
Bridgecreek Investment Management
Oklahoma
$350K
PCM
2157
Poehling Capital Management
Wisconsin
$350K
KA
2158
Klingman & Associates
New York
$350K +$3.2K +39 +1%
KCPG
2159
Kavar Capital Partners Group
Kansas
$349K -$17.2K -210 -5%
HCM
2160
Highlander Capital Management
New Jersey
$349K
CNC
2161
Citizens & Northern Corp
Pennsylvania
$349K +$21.5K +262 +7%
SIS
2162
Sound Income Strategies
Florida
$349K +$23.5K +286 +8%
LWM
2163
Lyell Wealth Management
California
$348K +$329 +4 +0.1%
CG
2164
Cutler Group
California
$348K +$268K +3,261 +431%
HIIFS
2165
Harel Insurance Investments & Financial Services
Israel
$347K -$5.34K -65 -2%
EI
2166
Ellevest Inc
New York
$347K +$43.3K +527 +15%
FNBSF
2167
First National Bank Sioux Falls
South Dakota
$347K +$328K +3,993 New
WFA
2168
Wade Financial Advisory
California
$347K +$328K +3,994 New
GAM
2169
Gemmer Asset Management
California
$346K
NCM
2170
Neumann Capital Management
California
$346K
OKSA
2171
O'Keefe Stevens Advisory
New York
$346K
JWM
2172
JGP Wealth Management
Oregon
$345K
FCFC
2173
First Citizens Financial Corp
Iowa
$344K +$325K +3,960 New
CCM
2174
Colorado Capital Management
Colorado
$343K +$5.75K +70 +2%
CCA
2175
Column Capital Advisors
Indiana
$343K +$325K +3,957 New