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Name Holding Trade Value Shares
Change
Change in
Stake
LC
2051
Lincoln Capital
Nebraska
$345K
SL
2052
Stevard LLC
Illinois
$344K
HIIFS
2053
Harel Insurance Investments & Financial Services
Israel
$344K +$139K +4,091 +58%
TWI
2054
Thomas White International
Illinois
$343K +$377K +11,078 New
AAP
2055
Arax Advisory Partners
Colorado
$342K -$367K -10,783 -49%
NWM
2056
Northwest Wealth Management
Iowa
$342K
PA
2057
Procyon Advisors
Connecticut
$340K -$36.1K -1,058 -9%
FSG
2058
Financial Strategies Group
Michigan
$340K
PHAM
2059
Palisades Hudson Asset Management
Florida
$340K
SB
2060
Strategic Blueprint
Georgia
$340K +$443 +13 +0.1%
GBBWRPM
2061
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$335K +$6.13K +180 +2%
CT
2062
Columbia Trust
Oregon
$334K +$21.6K +635 +6%
WA
2063
Wealth Architects
California
$333K +$43.7K +1,282 +14%
HWA
2064
HCR Wealth Advisors
California
$332K -$487K -14,294 -57%
LCAM
2065
London & Capital Asset Management
United Kingdom
$332K -$6.99K -205 -2%
B
2066
Brightworth
Georgia
$329K -$18K -527 -5%
BMM
2067
Buffington Mohr McNeal
Idaho
$329K
CAW
2068
Cornerstone Advisors (Washington)
Washington
$329K +$2.04K +60 +0.6%
RCA
2069
Rowland Carmichael Advisors
Arizona
$329K +$70.8K +2,077 +24%
FP
2070
Fiduciary Planning
Florida
$328K -$70.9K -2,082 -16%
HIM
2071
Hanlon Investment Management
New Jersey
$328K -$3.85K -113 -1%
PCP
2072
Proficio Capital Partners
Massachusetts
$328K +$53K +1,555 +14%
VC
2073
Vestor Capital
Illinois
$327K -$9.13K -268 -2%
HCIA
2074
Hochman Cole Investment Advisors
Illinois
$326K -$6.64K -195 -2%
HCM
2075
HGI Capital Management
New York
$326K