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Name Holding Trade Value Shares
Change
Change in
Stake
CPA
2176
Cardiff Park Advisors
California
$240K +$238K +1,442 New
HFP
2177
Holistic Financial Partners
Indiana
$237K
WAOI
2178
Wealth Advisors of Iowa
Iowa
$237K
ATIA
2179
American Trust Investment Advisors
New Hampshire
$236K
WAG
2180
Winthrop Advisory Group
Massachusetts
$236K
BA
2181
Ballast Advisors
Minnesota
$236K +$165 +1 +0.1%
CWM
2182
Cedar Wealth Management
California
$236K +$5.94K +36 +3%
SICM
2183
Sustainable Insight Capital Management
New York
$235K -$132K -798 -36%
NC
2184
NinePointTwo Capital
California
$235K
PS
2185
Portfolio Strategies
New York
$235K
ZIC
2186
ZWJ Investment Counsel
Georgia
$235K
MFG
2187
Merit Financial Group
Georgia
$234K +$231K +1,402 New
CNB
2188
Camden National Bank
Maine
$234K +$232K +1,405 New
TFCP
2189
Twin Focus Capital Partners
Massachusetts
$234K +$232K +1,405 New
BC
2190
Blackhill Capital
New Jersey
$233K
FCIM
2191
Fairview Capital Investment Management
California
$233K
PA
2192
Parkside Advisors
California
$233K
CAI
2193
Capital Advisors Inc
Oklahoma
$233K +$231K +1,401 New
PFA
2194
Plotkin Financial Advisors
Maryland
$233K -$45.4K -275 -16%
SB
2195
Sunflower Bank
Texas
$232K -$30.5K -185 -12%
PA
2196
Perennial Advisors
New York
$232K -$21.4K -130 -9%
RZH
2197
Relyea Zuckerberg Hanson
Connecticut
$232K -$10.2K -62 -4%
SHGA
2198
Sand Hill Global Advisors
California
$232K
CRIG
2199
Charter Research & Investment Group
Connecticut
$231K
VHAM
2200
Van Hulzen Asset Management
California
$231K