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Name Holding Trade Value Shares
Change
Change in
Stake
HRC
1826
Hoertkorn Richard Charles
$334K -$129K -6,487 -29%
DWM
1827
Destination Wealth Management
California
$334K -$73K -3,661 -19%
IAG
1828
Investment Advisory Group
Massachusetts
$334K -$15.9K -797 -5%
FBFS
1829
First Business Financial Services
Wisconsin
$333K -$95.9K -4,811 -23%
VC
1830
Vestor Capital
Illinois
$332K -$109K -5,450 -26%
LIA
1831
LBMC Investment Advisors
Tennessee
$332K -$65.9K -3,303 -17%
CBT
1832
Central Bank & Trust
Kentucky
$331K -$291K -14,617 -48%
BTIM
1833
BancFirst Trust & Investment Management
Oklahoma
$331K -$181K -9,066 -40%
MCM
1834
Maryland Capital Management
Maryland
$328K -$186K -9,308 -37%
ZF
1835
Zhang Financial
Michigan
$328K -$134K -6,712 -30%
SFWC
1836
Strategic Family Wealth Counselors
New Jersey
$328K -$103K -5,179 -25%
WWP
1837
WR Wealth Planners
Missouri
$328K -$95.9K -4,810 -24%
WAG
1838
Winthrop Advisory Group
Massachusetts
$327K -$99.8K -5,006 -24%
MIC
1839
Means Investment Company
Maine
$327K -$48.1K -2,410 -13%
CWM
1840
Calamos Wealth Management
Illinois
$327K -$4.61K -231 -1%
BB
1841
Berkshire Bank
Massachusetts
$324K -$100K -5,039 -25%
EW
1842
Element Wealth
Mississippi
$323K -$106K -5,336 -26%
PCM
1843
Princeton Capital Management
New Jersey
$323K -$77.4K -3,882 -20%
MA
1844
MJP Associates
Connecticut
$323K -$77.4K -3,881 -20%
TA
1845
TFG Advisers
Michigan
$322K -$116K -5,825 -27%
BA
1846
Ballast Advisors
Minnesota
$322K -$78.5K -3,937 -20%
IC
1847
Inscription Capital
Texas
$322K +$307K +15,376 New
IAP
1848
Indie Asset Partners
Indiana
$321K -$97.6K -4,896 -24%
PCP
1849
Proficio Capital Partners
Massachusetts
$321K +$68.5K +3,436 +29%
WA
1850
WBH Advisory
Maryland
$320K -$109K -5,449 -26%