Name Holding Trade Value Shares
Change
Change in
Stake
KFA
1776
Kapstone Financial Advisors
Ohio
$359K +$5.85K +50 +2%
RIG
1777
Renaissance Investment Group
Massachusetts
$358K -$20.8K -178 -5%
SMA
1778
Seven Mile Advisory
New Jersey
$358K +$379K +3,242 New
TIA
1779
Tiemann Investment Advisors
California
$358K +$66.1K +565 +21%
BWM
1780
Baystate Wealth Management
Massachusetts
$358K -$936 -8 -0.2%
OCM
1781
Orion Capital Management
California
$357K +$1.52K +13 +0.4%
FIM
1782
Freedom Investment Management
Connecticut
$357K +$92.9K +794 +32%
FIA
1783
Foundations Investment Advisors
Arizona
$357K +$378K +3,236 New
NG
1784
NatWest Group
United Kingdom
$357K -$6.01M -51,397 -94%
MYIA
1785
Mount Yale Investment Advisors
Colorado
$356K +$117K +1,002 +45%
CBFP
1786
Cedar Brook Financial Partners
Ohio
$356K -$35.7K -305 -9%
GWS
1787
Glassman Wealth Services
Virginia
$355K -$12.2K -104 -3%
FNFDCM
1788
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$354K +$137K +1,170 +57%
IP
1789
Investment Partners
Ohio
$353K -$41.8K -357 -10%
GIM
1790
Groesbeck Investment Management
New Jersey
$353K – – –
JCM
1791
Jacobi Capital Management
Pennsylvania
$352K +$6.32K +54 +2%
FM
1792
Family Management
New York
$351K -$4.56K -39 -1%
CFP
1793
Catalyst Financial Partners
Massachusetts
$350K -$47.1K -403 -11%
GA
1794
Geller Advisors
New York
$350K -$42.7K -365 -10%
SC
1795
Sonen Capital
California
$350K – – –
SCA
1796
STALEY CAPITAL ADVISERS
Pennsylvania
$349K +$1.52K +13 +0.4%
SPWM
1797
Schrum Private Wealth Management
Florida
$349K -$27.5K -235 -7%
BFM
1798
Boothbay Fund Management
New York
$349K +$19.2K +164 +5%
ACH
1799
ArrowMark Colorado Holdings
Colorado
$348K – – –
MC
1800
Merlin Capital
Rhode Island
$348K +$6.78K +58 +2%