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Name Holding Trade Value Shares
Change
Change in
Stake
HCM
1151
Hengehold Capital Management
Ohio
$315K +$1.85K +21 +0.6%
GVCM
1152
Global View Capital Management
Wisconsin
$315K -$88.7K -1,007 -22%
OWP
1153
Obermeyer Wealth Partners
Colorado
$314K +$86.2K +979 +37%
LAM
1154
L2 Asset Management
Massachusetts
$313K +$17.8K +202 +6%
WLPWM
1155
Walled Lake Planning & Wealth Management
Illinois
$312K +$3.7K +42 +1%
EFS
1156
Essex Financial Services
Connecticut
$312K -$75K -852 -19%
HC
1157
Hamilton Capital
Ohio
$312K -$110K -1,248 -26%
RBFC
1158
Roman Butler Fullerton & Co
Missouri
$310K +$5.46K +62 +2%
GHAM
1159
Gilman Hill Asset Management
Connecticut
$310K -$88.1K -1,000 -22%
CIAS
1160
Capital Investment Advisory Services
North Carolina
$310K +$30.3K +344 +11%
CCMR
1161
Core Capital Management & Research
Texas
$309K +$292K +3,318 New
AWM
1162
Angeles Wealth Management
California
$309K +$1.67K +19 +0.5%
FFP
1163
FourThought Financial Partners
Florida
$309K -$66.8K -758 -18%
VFA
1164
Voya Financial Advisors
Connecticut
$308K -$46.9K -533 -13%
NME
1165
Notis-McConarty Edward
$307K – – –
IAS
1166
Investment Advisory Services
Texas
$306K -$205K -2,329 -40%
GC
1167
Grimes & Company
Massachusetts
$306K +$18.3K +208 +6%
CAC
1168
Certified Advisory Corp
Florida
$305K +$969 +11 +0.3%
TNA
1169
True North Advisors
Texas
$305K +$309K +3,510 New
PNC
1170
Park National Corp
Ohio
$305K – – –
BH
1171
Burk Holdings
Oklahoma
$304K -$17.6K -200 -5%
TA
1172
Tactive Advisors
Florida
$304K -$88.1K -1,000 -22%
BCM
1173
Banyan Capital Management
Georgia
$304K – – –
GMA
1174
Glassy Mountain Advisors
Maryland
$304K – – –
PFA
1175
Pinnacle Family Advisors
Missouri
$302K +$2.47K +28 +0.8%