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Name Holding Trade Value Shares
Change
Change in
Stake
WCWM
1876
Willow Creek Wealth Management
California
$318K +$779 +8 +0.2%
AWAP
1877
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$318K +$41.4K +425 +15%
CF
1878
Copperwynd Financial
Arizona
$317K +$1.95K +20 +0.6%
LSIA
1879
LaSalle St. Investment Advisors
Illinois
$316K -$26.2K -269 -8%
RTC
1880
Riverview Trust Company
Washington
$316K – – –
HCA
1881
Horan Capital Advisors
Ohio
$315K -$108K -1,111 -25%
AGWCA
1882
Annis Gardner Whiting Capital Advisors
Florida
$315K +$99.7K +1,024 +45%
VF
1883
Virtu Financial
New York
$315K -$2.28M -23,464 -88%
Hillsdale Investment Management
1884
Hillsdale Investment Management
Ontario, Canada
$314K +$17.5K +180 +6%
TWM
1885
Tolleson Wealth Management
Texas
$313K -$365K -3,753 -54%
MC
1886
Marest Capital
California
$313K +$317K +3,257 New
IIC
1887
Integrated Investment Consultants
Michigan
$311K -$1.17K -12 -0.4%
MM
1888
MQS Management
New York
$310K +$314K +3,229 New
OFS
1889
Orrstown Financial Services
Pennsylvania
$310K +$314K +3,228 New
AT
1890
Avalon Trust
New Mexico
$309K +$30.8K +316 +11%
EIP
1891
Ellis Investment Partners
Pennsylvania
$308K +$487 +5 +0.2%
AA
1892
Alta Advisers
United Kingdom
$307K – – –
National Philanthropic Trust
1893
National Philanthropic Trust
Pennsylvania
$307K +$311K +3,198 New
IP
1894
Investment Partners
Ohio
$307K -$27K -277 -8%
LIM
1895
Leavell Investment Management
Alabama
$306K +$7.3K +75 +2%
ANBT
1896
American National Bank & Trust
Texas
$306K +$5.35K +55 +2%
OWA
1897
ORBA Wealth Advisors
Illinois
$306K +$310K +3,185 New
NQWM
1898
Northwest Quadrant Wealth Management
Oregon
$304K +$309K +3,171 New
MHR
1899
Matthew Hamilton Rosenberg
$304K +$15.1K +155 +5%
RWA
1900
Redhawk Wealth Advisors
Minnesota
$304K +$75.6K +777 +33%