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Name Holding Trade Value Shares
Change
Change in
Stake
BFWA
2326
Benchmark Financial Wealth Advisors
Florida
$231K -$15.2K -433 -6%
CB
2327
Cooke & Bieler
Pennsylvania
$231K
KWM
2328
Keebeck Wealth Management
Illinois
$231K +$32.9K +938 +16%
BCM
2329
Blume Capital Management
California
$230K
HCMNY
2330
Howard Capital Management (New York)
New York
$228K -$2.8M -79,727 -92%
TC
2331
Tatro Capital
Kentucky
$228K -$5.82K -166 -2%
PFA
2332
Pinnacle Family Advisors
Missouri
$228K +$229K +6,540 New
WC
2333
Weil Company
California
$227K -$5.54K -158 -2%
SEM
2334
Suncoast Equity Management
Florida
$227K -$4.87K -139 -2%
OKSA
2335
O'Keefe Stevens Advisory
New York
$227K
ME
2336
McIlrath & Eck
Washington
$227K +$49.5K +1,411 +28%
NCM
2337
Novare Capital Management
North Carolina
$226K +$228K +6,500 New
W
2338
WealthOne
New York
$224K -$1.02K -29 -0.4%
RCM
2339
Requisite Capital Management
Texas
$224K +$225K +6,427 New
AFA
2340
Atlanta Financial Associates
Georgia
$224K +$226K +6,441 New
AAS
2341
Annex Advisory Services
Wisconsin
$224K +$226K +6,443 New
AGA
2342
Arkos Global Advisors
Texas
$223K -$170K -4,861 -43%
HAS
2343
HBW Advisory Services
California
$223K +$224K +6,391 New
HC
2344
Hendley & Co
Ohio
$223K +$224K +6,394 New
WCM
2345
Wisconsin Capital Management
Wisconsin
$222K +$224K +6,377 New
PJSIMP
2346
P.J. Schmidt Investment Management (PJS)
Wisconsin
$221K -$94.2K -2,687 -30%
GIP
2347
Greatmark Investment Partners
Georgia
$221K +$223K +6,348 New
5L
2348
55I LLC
Massachusetts
$220K +$221K +6,306 New
TF
2349
TRH Financial
Iowa
$220K +$222K +6,321 New
PGCM
2350
Prescott Group Capital Management
Oklahoma
$220K +$222K +6,324 New