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Name Holding Trade Value Shares
Change
Change in
Stake
GC
1801
Gruss & Co
Florida
$271K +$233K +20,000 New
NB
1802
Northwest Bancshares
Pennsylvania
$271K +$233K +20,000 New
PBF
1803
Petix & Botte Financial
California
$271K +$233K +20,000 New
CGA
1804
Crescent Grove Advisors
Illinois
$271K +$233K +20,040 New
GC
1805
Grace Capital
Massachusetts
$270K
GFPC
1806
Global Financial Private Client
Florida
$269K -$47.5K -4,080 -17%
WCG
1807
Weaver Consulting Group
California
$269K +$4.19K +360 +2%
FWCM
1808
Ferguson Wellman Capital Management
Oregon
$268K +$230K +19,800 New
GWM
1809
GSB Wealth Management
Connecticut
$268K +$230K +19,800 New
CNBT
1810
Cornerstone National Bank & Trust
Illinois
$267K +$229K +19,720 New
BOM
1811
Bank of Marin
California
$266K +$229K +19,640 New
PFA
1812
Pure Financial Advisors
California
$266K +$229K +19,640 New
VCM
1813
Vivaldi Capital Management
Illinois
$265K -$15.4K -1,320 -6%
MIP
1814
Marietta Investment Partners
Wisconsin
$264K +$227K +19,480 New
CFA
1815
Cahill Financial Advisors
Minnesota
$264K +$227K +19,520 New
LFG
1816
Larson Financial Group
Missouri
$263K -$23.3K -2,000 -9%
RCM
1817
RNC Capital Management
California
$263K +$226K +19,440 New
AAP
1818
Arax Advisory Partners
Colorado
$262K +$70.3K +6,040 +45%
PGAM
1819
Princeton Global Asset Management
New Jersey
$260K -$229K -19,640 -51%
BG
1820
Bahl & Gaynor
Ohio
$260K -$112K -9,600 -33%
CFA
1821
Capstone Financial Advisors
Illinois
$259K +$223K +19,160 New
PA
1822
Procyon Advisors
Connecticut
$258K +$11.2K +960 +5%
AI
1823
Accredited Investors
Minnesota
$258K +$222K +19,080 New
CAG
1824
Csenge Advisory Group
Florida
$257K -$938K -80,600 -81%
THWM
1825
Taylor Hoffman Wealth Management
Virginia
$257K -$3.72K -320 -2%