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Name Holding Trade Value Shares
Change
Change in
Stake
LRIA
501
Leonard Rickey Investment Advisors
Washington
$246K +$17.2K +337 +7%
CFG
502
Certior Financial Group
Pennsylvania
$246K +$9.86K +193 +4%
BJL
503
Brighton Jones LLC
Washington
$245K +$9.76K +191 +4%
TC
504
TownSquare Capital
Utah
$245K -$1.42M -27,743 -85%
Lazard Asset Management
505
Lazard Asset Management
New York
$244K -$7.92K -155 -3%
HI
506
Harrington Investments
California
$242K
GBT
507
Grove Bank & Trust
Florida
$242K
ZF
508
Zhang Financial
Michigan
$242K
AWM
509
Avior Wealth Management
Nebraska
$241K +$34.1K +668 +15%
PWAM
510
Pinnacle West Asset Management
Wyoming
$240K +$3.83K +75 +2%
IWM
511
IHT Wealth Management
Illinois
$239K +$253K +4,948 New
HSA
512
HBK Sorce Advisory
Pennsylvania
$238K +$6.13K +120 +3%
DADC
513
D.A. Davidson & Co
Montana
$237K -$102K -2,003 -29%
CH
514
Cromwell Holdings
Wyoming
$237K -$307 -6 -0.1%
NI
515
Natural Investments
California
$232K +$246K +4,823 New
PS
516
Planned Solutions
California
$232K -$13.6K -266 -5%
ONST
517
Old North State Trust
North Carolina
$231K -$2.76K -54 -1%
CIBC Private Wealth Group
518
CIBC Private Wealth Group
Georgia
$231K -$54.4K -1,064 -18%
KOC
519
Koss-Olinger Consulting
Florida
$230K -$9.96K -195 -4%
ACA
520
Aptus Capital Advisors
Alabama
$230K +$55.6K +1,088 +30%
PPWM
521
Paragon Private Wealth Management
Kentucky
$229K +$242K +4,746 New
TCA
522
Transcend Capital Advisors
New Jersey
$229K +$43.1K +843 +22%
KCM
523
Kendall Capital Management
Maryland
$229K +$4.09K +80 +2%
STA
524
Summit Trail Advisors
New York
$229K +$6.34K +124 +3%
SFS
525
Sowell Financial Services
Arkansas
$228K -$60.4K -1,183 -20%