Name Holding Trade Value Shares
Change
Change in
Stake
HZ
2151
Hixon Zuercher
Ohio
$345K +$330K +9,268 New
MMM
2152
Mendel Money Management
Illinois
$344K +$5.66K +159 +2%
SFG
2153
Sunburst Financial Group
Alabama
$344K +$330K +9,257 New
HCA
2154
Horan Capital Advisors
Ohio
$343K – – –
BIM
2155
Barton Investment Management
Pennsylvania
$341K – – –
CWG
2156
Cornerstone Wealth Group
North Carolina
$341K +$16.5K +463 +5%
WA
2157
Winfield Associates
Ohio
$340K -$116K -3,268 -26%
RTS
2158
Round Table Services
New Jersey
$340K -$6.98K -196 -2%
CAM
2159
Concorde Asset Management
Michigan
$340K +$13.5K +378 +4%
MPW
2160
Monterey Private Wealth
California
$340K +$326K +9,157 New
DMIC
2161
Dixon Mitchell Investment Counsel
British Columbia, Canada
$339K -$35.4K -994 -10%
HHGA
2162
Halbert Hargrove Global Advisors
California
$337K -$8.58K -241 -3%
GIA
2163
Granite Investment Advisors
New Hampshire
$337K -$5.7K -160 -2%
PWA
2164
Physician Wealth Advisors
Utah
$337K – – –
HFAS
2165
Hummer Financial Advisory Services
Illinois
$337K +$323K +9,065 New
QFA
2166
Quattro Financial Advisors
Texas
$337K -$76.9K -2,160 -20%
FLAM
2167
First Light Asset Management
Minnesota
$332K – – –
CPC
2168
Congress Park Capital
New York
$331K -$15.2K -426 -5%
SAM
2169
S.A. Mason
Michigan
$329K +$315K +8,841 New
RHP
2170
Royal Harbor Partners
Texas
$329K +$315K +8,845 New
DOA
2171
D'Orazio & Associates
Virginia
$327K +$1.1K +31 +0.4%
MIH
2172
Meitav Investment House
Israel
$326K – – –
CFW
2173
CA Family Wealth
California
$326K +$312K +8,759 New
LA
2174
LexAurum Advisors
Kansas
$325K +$28.6K +803 +10%
BI
2175
Bredin Investment
Delaware
$323K – – –