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Name Holding Trade Value Shares
Change
Change in
Stake
OC
1051
Oakworth Capital
Alabama
$338K +$64.6K +800 +28%
SWM
1052
Shepherd Wealth Management
Ohio
$338K +$305K +3,770 New
BIM
1053
Baldwin Investment Management
Pennsylvania
$337K
GF
1054
Goodman Financial
Texas
$337K -$39.3K -486 -12%
CCWM
1055
Cassaday & Co Wealth Management
Virginia
$337K -$29.3K -362 -9%
CPA
1056
Capital Performance Advisors
California
$336K +$28.2K +349 +11%
EHAM
1057
Eagle Harbor Asset Management
Washington
$336K -$51.5K -637 -15%
CFS
1058
CRA Financial Services
New Jersey
$335K
WDC
1059
Woodward Diversified Capital
California
$335K -$7.84K -97 -2%
LWA
1060
Legacy Wealth Advisors
Florida
$335K +$291K +3,604 New
CCM
1061
Canal Capital Management
Virginia
$334K +$291K +3,596 New
SF
1062
Symphony Financial
Texas
$334K +$3.15K +39 +1%
KA
1063
Kozak & Associates
Colorado
$333K
FG
1064
Foster Group
Iowa
$333K +$26.3K +325 +10%
PCM
1065
Park Capital Management
Wisconsin
$331K -$11.2K -138 -4%
PCA
1066
Purkiss Capital Advisors
Connecticut
$329K +$6.63K +82 +2%
Balyasny Asset Management
1067
Balyasny Asset Management
Illinois
$328K -$178K -2,203 -38%
WAM
1068
Weinberger Asset Management
California
$327K
BFG
1069
Berger Financial Group
Minnesota
$327K -$81 -1 -0%
KF
1070
Krilogy Financial
Missouri
$327K -$246K -3,039 -46%
NSAM
1071
North Star Asset Management
Wisconsin
$326K
EWM
1072
Endowment Wealth Management
Wisconsin
$326K +$284K +3,509 New
PIA
1073
Perennial Investment Advisors
California
$326K +$40.4K +500 +17%
AIS
1074
Advocate Investing Services
Maryland
$326K
MB
1075
MidFirst Bank
Oklahoma
$325K -$139K -1,724 -33%