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Name Holding Trade Value Shares
Change
Change in
Stake
PFA
1726
Paradigm Financial Advisors
Missouri
$248K +$267K +8,329 New
FIMG
1727
Financial & Investment Management Group
Michigan
$247K
TFF
1728
The Family Firm
Maryland
$247K +$449 +14 +0.2%
LC
1729
Lincoln Capital
Nebraska
$247K +$3.82K +119 +1%
SS
1730
Simplicity Solutions
Minnesota
$246K -$70.8K -2,208 -21%
KL
1731
Kinsight LLC
Alabama
$245K
WCM
1732
Weatherstone Capital Management
Colorado
$245K
TA
1733
Teton Advisors
New York
$244K
SLA
1734
Silver Lake Advisory
Utah
$244K +$1.15K +36 +0.4%
FC
1735
Forte Capital
New York
$243K -$44.9K -1,399 -15%
CG
1736
Clinton Group
New York
$242K -$1.65M -51,500 -86%
DMC
1737
Drexel Morgan & Co
Pennsylvania
$242K -$38.9K -1,212 -13%
CIC
1738
Cutler Investment Counsel
Oregon
$242K
GA
1739
Geller Advisors
New York
$240K -$33.8K -1,054 -12%
DPI
1740
Diversified Portfolios Inc
Michigan
$240K +$64 +2 +0%
GIP
1741
Greatmark Investment Partners
Georgia
$238K -$3.82K -119 -1%
CPIG
1742
Chicago Partners Investment Group
Illinois
$237K
KT
1743
Kanaly Trust
Texas
$236K +$1.38K +43 +0.5%
HCA
1744
Horan Capital Advisors
Ohio
$236K +$52.2K +1,628 +26%
WCM
1745
Wallace Capital Management
Texas
$234K -$16.9K -527 -6%
OAM
1746
Occidental Asset Management
California
$234K
PAG
1747
Pinnacle Advisory Group
Maryland
$233K +$27.5K +857 +12%
EA
1748
Elm Advisors
California
$231K -$13.5K -422 -5%
TCB
1749
Texas Capital Bancshares
Texas
$231K +$4.46K +139 +2%
FUBT
1750
First United Bank & Trust
Maryland
$231K +$9.52K +297 +4%