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Name Holding Trade Value Shares
Change
Change in
Stake
ACA
2126
Ackerman Capital Advisors
Texas
$327K +$6.04K +265 +2%
MC
2127
Middleton & Co
Massachusetts
$326K -$32.7K -1,437 -9%
BMM
2128
Berkshire Money Management
Massachusetts
$326K
OCPWS
2129
One Charles Private Wealth Services
Massachusetts
$326K +$326K +14,306 New
DAM
2130
Diamant Asset Management
Connecticut
$325K
VST
2131
Van Strum & Towne
California
$325K
AAP
2132
Arax Advisory Partners
Colorado
$324K -$402K -17,666 -55%
SIMM
2133
Stillwater Investment Management (Minnesota)
Minnesota
$324K -$33.9K -1,488 -9%
PWA
2134
Physician Wealth Advisors
Utah
$324K +$21.8K +957 +7%
CFN
2135
Cordasco Financial Network
Florida
$324K +$45K +1,978 +16%
AFS
2136
Access Financial Services
Minnesota
$322K -$17.3K -760 -5%
LC
2137
Landaas & Company
Wisconsin
$322K
AWM
2138
Apollon Wealth Management
South Carolina
$322K +$322K +14,120 New
Rafferty Asset Management
2139
Rafferty Asset Management
New York
$321K +$102K +4,463 +46%
CFSG
2140
Clark Financial Services Group
Missouri
$321K +$461K +20,236 New
PMFA
2141
Plante Moran Financial Advisors
Michigan
$320K -$207K -9,084 -39%
AIA
2142
Arbor Investment Advisors
North Carolina
$320K -$7.65K -336 -2%
SC
2143
Steph & Co
Wisconsin
$318K -$54.1K -2,374 -15%
UF
2144
Univest Financial
Pennsylvania
$318K -$26.6K -1,167 -8%
AWP
2145
Ascent Wealth Partners
New York
$318K +$69.5K +3,052 +28%
ECM
2146
EagleClaw Capital Management
Massachusetts
$317K -$39.5K -1,736 -11%
AF
2147
Affiance Financial
Minnesota
$317K
DCM
2148
Driehaus Capital Management
Illinois
$317K +$5.69K +250 +2%
CM
2149
Capula Management
Cayman Islands
$317K +$316K +13,876 New
PD
2150
Planning Directions
Pennsylvania
$317K +$316K +13,877 New