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Name Holding Trade Value Shares
Change
Change in
Stake
ACA
2051
Atlas Capital Advisors
Wyoming
$315K +$81.4K +3,395 +37%
CFA
2052
Capstone Financial Advisors
Illinois
$315K +$28.5K +1,187 +11%
GJIC
2053
Gamble Jones Investment Counsel
California
$313K -$3.65K -152 -1%
SLT
2054
St Louis Trust
Missouri
$311K -$63.5K -2,648 -18%
LFA
2055
Legacy Financial Advisors
Kentucky
$310K -$19.4K -808 -6%
NFP
2056
Narus Financial Partners
Utah
$309K +$293K +12,224 New
AWM
2057
Avior Wealth Management
Nebraska
$308K -$208K -8,669 -42%
HA
2058
Harborview Advisors
Maine
$307K +$863 +36 +0.3%
HC
2059
Hamilton Capital
Ohio
$307K +$291K +12,116 New
AEPG
2060
American Economic Planning Group
New Jersey
$306K +$8.44K +352 +3%
EIA
2061
Eldridge Investment Advisors
New Hampshire
$305K +$168 +7 +0.1%
RCA
2062
Rowland Carmichael Advisors
Arizona
$305K +$49.4K +2,059 +21%
BFA
2063
Brendel Financial Advisors
New Hampshire
$304K
GWS
2064
Glassman Wealth Services
Virginia
$304K +$4.77K +199 +2%
TCOO
2065
Trust Company of Oklahoma
Oklahoma
$303K -$14.3K -596 -5%
AIM
2066
Acropolis Investment Management
Missouri
$303K -$38.8K -1,618 -12%
KCM
2067
Karp Capital Management
California
$302K -$20.8K -867 -7%
Aristotle Capital Management
2068
Aristotle Capital Management
California
$302K -$600 -25 -0.2%
ICM
2069
IMS Capital Management
Oregon
$302K +$286K +11,945 New
TCM
2070
Teza Capital Management
Illinois
$301K +$285K +11,891 New
FBFS
2071
First Business Financial Services
Wisconsin
$299K +$144 +6 +0.1%
TWM
2072
Titus Wealth Management
California
$297K -$2.65M -110,338 -90%
CA
2073
CapWealth Advisors
Tennessee
$296K -$47.4K -1,976 -14%
NWA
2074
New World Advisors
Massachusetts
$296K
FPB
2075
First PREMIER Bank
South Dakota
$296K +$31.8K +1,324 +13%