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Name Holding Trade Value Shares
Change
Change in
Stake
MCM
2326
Mainstay Capital Management
Michigan
$233K +$234K +6,684 New
BFWA
2327
Benchmark Financial Wealth Advisors
Florida
$231K -$15.2K -433 -6%
CB
2328
Cooke & Bieler
Pennsylvania
$231K – – –
KWM
2329
Keebeck Wealth Management
Illinois
$231K +$32.9K +938 +16%
BCM
2330
Blume Capital Management
California
$230K – – –
HCMNY
2331
Howard Capital Management (New York)
New York
$228K -$2.8M -79,727 -92%
TC
2332
Tatro Capital
Kentucky
$228K -$5.82K -166 -2%
PFA
2333
Pinnacle Family Advisors
Missouri
$228K +$229K +6,540 New
WC
2334
Weil Company
California
$227K -$5.54K -158 -2%
SEM
2335
Suncoast Equity Management
Florida
$227K -$4.87K -139 -2%
OKSA
2336
O'Keefe Stevens Advisory
New York
$227K – – –
ME
2337
McIlrath & Eck
Washington
$227K +$49.5K +1,411 +28%
NCM
2338
Novare Capital Management
North Carolina
$226K +$228K +6,500 New
W
2339
WealthOne
New York
$224K -$1.02K -29 -0.4%
RCM
2340
Requisite Capital Management
Texas
$224K +$225K +6,427 New
AFA
2341
Atlanta Financial Associates
Georgia
$224K +$226K +6,441 New
AAS
2342
Annex Advisory Services
Wisconsin
$224K +$226K +6,443 New
AGA
2343
Arkos Global Advisors
Texas
$223K -$170K -4,861 -43%
HAS
2344
HBW Advisory Services
California
$223K +$224K +6,391 New
HC
2345
Hendley & Co
Ohio
$223K +$224K +6,394 New
WCM
2346
Wisconsin Capital Management
Wisconsin
$222K +$224K +6,377 New
PJSIMP
2347
P.J. Schmidt Investment Management (PJS)
Wisconsin
$221K -$94.2K -2,687 -30%
GIP
2348
Greatmark Investment Partners
Georgia
$221K +$223K +6,348 New
5L
2349
55I LLC
Massachusetts
$220K +$221K +6,306 New
TF
2350
TRH Financial
Iowa
$220K +$222K +6,321 New