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Name Holding Trade Value Shares
Change
Change in
Stake
FAM
2101
Flaharty Asset Management
Florida
$247K -$55.9K -4,160 -18%
GFPC
2102
Global Financial Private Client
Florida
$247K -$29.6K -2,200 -11%
SRC
2103
Shufro Rose & Co
New York
$246K
TWM
2104
Titus Wealth Management
California
$246K +$23.7K +1,760 +11%
BFC
2105
Bedel Financial Consulting
Indiana
$245K +$89.2K +6,640 +57%
MCM
2106
Monument Capital Management
Virginia
$244K -$9.14K -680 -4%
WDG
2107
Wealth Dimensions Group
Ohio
$244K +$246K +18,280 New
LCM
2108
Leisure Capital Management
California
$243K
JFA
2109
JNBA Financial Advisors
Minnesota
$243K +$132K +9,800 +117%
DSN
2110
D. Scott Neal
Kentucky
$242K +$26.9K +2,000 +12%
WI
2111
Wintrust Investments
Illinois
$242K +$244K +18,160 New
JMFC
2112
J.M. Forbes & Co
Massachusetts
$241K +$3.76K +280 +2%
IWA
2113
IVC Wealth Advisors
Pennsylvania
$240K -$8.06K -600 -3%
GD
2114
Grandfield & Dodd
New York
$240K
GHA
2115
GW Henssler & Associates
Georgia
$240K +$8.6K +640 +4%
CYG
2116
Clean Yield Group
Vermont
$238K -$29.6K -2,200 -11%
RA
2117
Rodgers & Associates
Pennsylvania
$238K -$8.06K -600 -3%
GCP
2118
Gill Capital Partners
Colorado
$238K +$240K +17,840 New
HT
2119
Heritage Trust
Oklahoma
$237K
AC
2120
Addison Capital
Pennsylvania
$236K +$237K +17,640 New
BG
2121
Bahl & Gaynor
Ohio
$234K +$9.14K +680 +4%
BIP
2122
Blueprint Investment Partners
North Carolina
$233K +$234K +17,400 +43,500%
HWMA
2123
Heritage Wealth Management (Arizona)
Arizona
$233K +$235K +17,480 New
RC
2124
RBO & Co
California
$232K +$19.9K +1,480 +9%
JAM
2125
JCIC Asset Management
Ontario, Canada
$232K +$39.2K +2,920 +20%