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Name Holding Trade Value Shares
Change
Change in
Stake
SL
1051
Sentry LLC
Tennessee
$339K – – –
TWP
1052
Tyche Wealth Partners
Texas
$338K +$6.14K +76 +2%
OC
1053
Oakworth Capital
Alabama
$338K +$64.6K +800 +28%
SWM
1054
Shepherd Wealth Management
Ohio
$338K +$305K +3,770 New
BIM
1055
Baldwin Investment Management
Pennsylvania
$337K – – –
GF
1056
Goodman Financial
Texas
$337K -$39.3K -486 -12%
Cassaday & Co Wealth Management
1057
Cassaday & Co Wealth Management
Virginia
$337K -$29.3K -362 -9%
CPA
1058
Capital Performance Advisors
California
$336K +$28.2K +349 +11%
EHAM
1059
Eagle Harbor Asset Management
Washington
$336K -$51.5K -637 -15%
CFS
1060
CRA Financial Services
New Jersey
$335K – – –
WDC
1061
Woodward Diversified Capital
California
$335K -$7.84K -97 -2%
LWA
1062
Legacy Wealth Advisors
Florida
$335K +$291K +3,604 New
CCM
1063
Canal Capital Management
Virginia
$334K +$291K +3,596 New
SF
1064
Symphony Financial
Texas
$334K +$3.15K +39 +1%
KA
1065
Kozak & Associates
Colorado
$333K – – –
Foster Group
1066
Foster Group
Iowa
$333K +$26.3K +325 +10%
PCM
1067
Park Capital Management
Wisconsin
$331K -$11.2K -138 -4%
PCA
1068
Purkiss Capital Advisors
Connecticut
$329K +$6.63K +82 +2%
Balyasny Asset Management
1069
Balyasny Asset Management
Illinois
$328K -$178K -2,203 -38%
WAM
1070
Weinberger Asset Management
California
$327K – – –
BFG
1071
Berger Financial Group
Minnesota
$327K -$81 -1 -0%
Krilogy Financial
1072
Krilogy Financial
Missouri
$327K -$246K -3,039 -46%
North Star Asset Management
1073
North Star Asset Management
Wisconsin
$326K – – –
EWM
1074
Endowment Wealth Management
Wisconsin
$326K +$284K +3,509 New
PIA
1075
Perennial Investment Advisors
California
$326K +$40.4K +500 +17%