Name Holding Trade Value Shares
Change
Change in
Stake
AIA
2201
Affinity Investment Advisors
California
$305K +$293K +8,214 New
SLT
2202
St Louis Trust
Missouri
$304K – – –
RPC
2203
Rossmore Private Capital
Connecticut
$302K – – –
IA
2204
IFG Advisors
Missouri
$302K +$356 +10 +0.1%
FBFS
2205
First Business Financial Services
Wisconsin
$302K +$7.52K +211 +3%
CSPIA
2206
Cary Street Partners Investment Advisory
Virginia
$302K +$290K +8,137 New
DA
2207
Doliver Advisors
Texas
$301K -$21.3K -597 -7%
LC
2208
Landaas & Company
Wisconsin
$301K -$7.52K -211 -3%
MTC
2209
McDaniel Terry & Co
Texas
$301K +$5.24K +147 +2%
BFG
2210
Barber Financial Group
Kansas
$301K +$7.87K +221 +3%
MPCG
2211
Matrix Private Capital Group
New York
$301K +$289K +8,103 New
AWM
2212
Affinity Wealth Management
Delaware
$299K -$7.23K -203 -2%
KF
2213
Krilogy Financial
Missouri
$299K -$6.63K -186 -2%
CWM
2214
Campbell Wealth Management
Virginia
$299K -$3.49K -98 -1%
KP
2215
Keel Point
Alabama
$299K +$30.2K +847 +12%
AWM
2216
AllSquare Wealth Management
New York
$297K – – –
DIM
2217
Delta Investment Management
California
$296K +$49.9K +1,402 +21%
VCM
2218
Vision Capital Management
Oregon
$296K +$284K +7,962 New
AIP
2219
Almanack Investment Partners
Pennsylvania
$295K -$2.49K -70 -0.9%
PIM
2220
Partner Investment Management
California
$294K +$281K +7,897 New
MWM
2221
Maltin Wealth Management
New Jersey
$293K +$280K +7,874 New
SWMG
2222
Strategic Wealth Management Group
Maryland
$293K +$281K +7,886 New
AC
2223
AlphaCore Capital
California
$291K +$279K +7,824 New
SIC
2224
Samalin Investment Counsel
New York
$288K +$277K +7,764 New
WCM
2225
Wallace Capital Management
Texas
$287K -$4.13K -116 -1%