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Name Holding Trade Value Shares
Change 		Change in
Stake
ACA
2176
Affinity Capital Advisors
California
$299K +$251 +11 +0.1%
STB
2177
S&T Bank
Pennsylvania
$299K +$299K +13,109 New
GWM
2178
GSB Wealth Management
Connecticut
$298K – – –
BHB
2179
Bank Hapoalim BM
Israel
$298K +$2.71K +119 +0.9%
RIM
2180
Rockbridge Investment Management
New York
$298K +$297K +13,037 New
BSA
2181
Bull Street Advisors
Georgia
$297K +$13K +570 +5%
OBGC
2182
O'Brien Greene & Co
Pennsylvania
$297K +$60.3K +2,648 +26%
TF
2183
Trek Financial
Arizona
$294K -$59K -2,589 -17%
BWL
2184
Bogart Wealth LLC
Virginia
$294K +$64.9K +2,849 +28%
FWM
2185
Fairhaven Wealth Management
Illinois
$293K -$52.7K -2,316 -15%
CCM
2186
Crabel Capital Management
California
$292K +$292K +12,806 New
RICHC
2187
Renaissance Investment Consultants Holding Company
Pennsylvania
$290K -$93.5K -4,107 -24%
TC
2188
TAP Consulting
Missouri
$290K -$35.2K -1,546 -11%
LFA
2189
Landmark Financial Advisors
Kentucky
$290K -$16.4K -719 -5%
CWM
2190
Campbell Wealth Management
Virginia
$290K -$9.41K -413 -3%
ICM
2191
IMS Capital Management
Oregon
$289K -$650K -28,533 -69%
KLWA
2192
Kelly Lawrence W & Associates
California
$287K -$42.2K -1,854 -13%
AWM
2193
Argent Wealth Management
Massachusetts
$287K -$19K -833 -6%
SFS
2194
Summit Financial Strategies
Ohio
$287K +$42.1K +1,848 +17%
MPCG
2195
Matrix Private Capital Group
New York
$285K -$34.9K -1,531 -11%
WC
2196
Weil Company
California
$285K +$319 +14 +0.1%
CWP
2197
Capital Wealth Planning
Florida
$284K -$1.64M -72,016 -85%
CWM
2198
Confluence Wealth Management
Oregon
$283K -$24.8K -1,090 -8%
RZH
2199
Relyea Zuckerberg Hanson
Connecticut
$283K – – –
BL
2200
Balentine LLC
Georgia
$282K -$67K -2,944 -19%
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