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Name Holding Trade Value Shares
Change
Change in
Stake
1WM
2301
1900 Wealth Management
Texas
$297K -$216K -2,842 -42%
TAM
2302
Taurus Asset Management
New York
$297K – – –
MAM
2303
McLean Asset Management
Virginia
$296K +$51.6K +678 +23%
SSW
2304
Smith Shellnut Wilson
Mississippi
$296K +$95.2K +1,252 +47%
FA
2305
Fermata Advisors
California
$295K -$12.9K -170 -4%
STB
2306
S&T Bank
Pennsylvania
$295K -$2.28K -30 -0.8%
BONST
2307
Bank of Nova Scotia Trust
Ontario, Canada
$293K -$456 -6 -0.2%
SMG
2308
Spectrum Management Group
Indiana
$293K – – –
VFPI
2309
Vantage Financial Partners (Illinois)
Illinois
$293K +$76.1K +1,000 +34%
ABP
2310
Arthur B. Page
$292K – – –
NED
2311
Nancy E. Dempze
$291K -$11.4K -150 -4%
GRQ
2312
Gardner Russo & Quinn
Pennsylvania
$291K +$761 +10 +0.3%
BIM
2313
Bridgecreek Investment Management
Oklahoma
$289K – – –
FNBOSM
2314
First National Bank of South Miami
Florida
$289K +$34.1K +448 +13%
AF
2315
Aldebaran Financial
$288K -$24K -315 -8%
HHGA
2316
Halbert Hargrove Global Advisors
California
$288K -$17.8K -234 -6%
OFW
2317
Omnia Family Wealth
Florida
$288K -$4.71K -62 -2%
HCM
2318
Highlander Capital Management
New Jersey
$288K – – –
SWM
2319
Selective Wealth Management
Virginia
$288K +$93.1K +1,224 +47%
JSC
2320
Jackson Square Capital
California
$286K +$71.9K +946 +33%
KA
2321
Kozak & Associates
Colorado
$286K +$260K +3,413 New
OWA
2322
Opal Wealth Advisors
New York
$285K -$139K -1,823 -32%
AWA
2323
Aaron Wealth Advisors
Illinois
$284K +$39.5K +519 +16%
CC
2324
Callan Capital
California
$283K -$7.61K -100 -3%
FPGK
2325
Financial Partners Group (Kansas)
Kansas
$283K -$5.1K -67 -2%