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Name Holding Trade Value Shares
Change
Change in
Stake
JC
4226
Jentner Corp
Ohio
$467K
FFP
4227
Forbes Financial Planning
Rhode Island
$466K -$124K -456 -20%
Harris Associates
4228
Harris Associates
Illinois
$466K +$17.9K +66 +4%
GWA
4229
Geometric Wealth Advisors
District of Columbia
$465K +$93.9K +346 +24%
TFA
4230
Tobias Financial Advisors
Florida
$465K +$167K +614 +51%
FEG
4231
Financial Enhancement Group
Indiana
$464K -$18.5K -68 -4%
MAM
4232
McCarthy Asset Management
California
$463K -$5.7K -21 -1%
TC
4233
Trilogy Capital
California
$463K +$61.3K +226 +14%
RIM
4234
Reliant Investment Management
Tennessee
$460K -$180K -664 -27%
MBFW
4235
Morton Brown Family Wealth
Pennsylvania
$460K +$4.34K +16 +0.9%
T
4236
TNF
Montana
$459K -$229K -843 -32%
CFG
4237
Compton Financial Group
Maryland
$456K +$27.1K +100 +6%
SCM
4238
Shapiro Capital Management
Georgia
$454K +$271 +1 +0.1%
SGA
4239
Seaport Global Advisors
Massachusetts
$452K -$24.4K -90 -5%
HFM
4240
Hartford Funds Management
Pennsylvania
$452K +$147K +543 +45%
I2I
4241
Insight 2811 Inc
Illinois
$450K +$13.3K +49 +3%
VW
4242
Vance Wealth
California
$450K +$16.6K +61 +4%
PDM
4243
Penn Davis McFarland
Texas
$449K -$141K -520 -23%
HPWA
4244
Hall Private Wealth Advisors
North Carolina
$448K -$13K -48 -3%
LHEI
4245
Leo H. Evart Inc
California
$445K +$271 +1 +0.1%
HC
4246
Hoese & Co
Minnesota
$442K -$32.6K -120 -7%
ACM
4247
Alamar Capital Management
California
$437K -$26.9K -99 -6%
KIM
4248
Karpus Investment Management
New York
$437K
WRM
4249
Weybosset Research & Management
Rhode Island
$437K +$461K +1,700 New
BIA
4250
Barry Investment Advisors
Massachusetts
$436K -$21.4K -79 -4%