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Name Holding Trade Value Shares
Change
Change in
Stake
ORC
2276
O'Rourke & Company
Massachusetts
$533K -$61.7K -696 -11%
TI
2277
Truepoint Inc
Ohio
$533K -$14.6K -165 -3%
PSB
2278
Piscataqua Savings Bank
New Hampshire
$532K +$10.6K +120 +2%
CCG
2279
Coastwise Capital Group
California
$531K -$12.1K -136 -2%
CWM
2280
Concentric Wealth Management
California
$530K -$70.9K -800 -12%
CAG
2281
Curtis Advisory Group
California
$529K -$17.7K -200 -3%
ACS
2282
Archford Capital Strategies
Illinois
$527K -$34.7K -391 -6%
DFA
2283
DHJJ Financial Advisors
Illinois
$527K
EIG
2284
Ellenbecker Investment Group
Wisconsin
$526K +$16K +181 +3%
FAN
2285
Financial Advisors Network
California
$526K +$44.3K +500 +9%
RGF
2286
Retirement Guys Formula
Ohio
$525K -$94K -1,060 -16%
BPWM
2287
Badgley Phelps Wealth Managers
Washington
$523K -$15.6K -176 -3%
HC
2288
Hamilton Capital
Ohio
$523K +$5.41K +61 +1%
BSSFA
2289
Baron Silver Stevens Financial Advisors
Florida
$522K +$75K +846 +17%
IAS
2290
Investment Advisory Services
Texas
$517K
MCA
2291
Millennium Capital Advisors
Arkansas
$516K +$70.5K +795 +16%
BCB
2292
Brian C. Broderick
$516K
RZH
2293
Relyea Zuckerberg Hanson
Connecticut
$516K +$37.8K +426 +8%
AMG
2294
Asset Management Group
Connecticut
$514K +$117K +1,320 +31%
QTM
2295
qPULA Trading Management
New York
$514K +$499K +5,633 New
PCTC
2296
Perkins Coie Trust Company
Washington
$513K
IA
2297
Inspire Advisors
Idaho
$513K +$499K +5,624 New
MAM
2298
Montchanin Asset Management
Delaware
$511K +$497K +5,603 New
SMH
2299
Sanders Morris Harris
Texas
$510K
CA
2300
CSM Advisors
Pennsylvania
$509K +$26.6K +300 +6%