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Name Holding Trade Value Shares
Change
Change in
Stake
CFN
2226
Cordasco Financial Network
Florida
$269K -$14.5K -529 -4%
SAM
2227
Security Asset Management
New York
$269K
FPB
2228
First PREMIER Bank
South Dakota
$269K +$7.24K +265 +2%
HA
2229
Harborview Advisors
Maine
$269K +$11.7K +429 +4%
BMCM
2230
Bryn Mawr Capital Management
Pennsylvania
$269K +$22.9K +838 +7%
GLA
2231
Great Lakes Advisors
Illinois
$268K -$120K -4,383 -26%
HCM
2232
Hudson Capital Management
New Jersey
$268K +$87.2K +3,192 +35%
RW
2233
REDW Wealth
New Mexico
$267K -$28K -1,026 -8%
IDBONY
2234
Israel Discount Bank of New York
New York
$267K -$23.4K -858 -7%
GJIC
2235
Gamble Jones Investment Counsel
California
$267K -$17.7K -649 -5%
TWM
2236
Titus Wealth Management
California
$267K +$16.6K +608 +5%
HI
2237
Hendershot Investments
Virginia
$267K +$21.7K +795 +7%
BWP
2238
Baldwin Wealth Partners
Massachusetts
$266K
AA
2239
AF Advisors
California
$265K +$929 +34 +0.3%
TCM
2240
Tradewinds Capital Management
Washington
$264K -$36.3K -1,330 -10%
FCT
2241
Family Capital Trust
Massachusetts
$264K
TCBWMS
2242
Texas Capital Bank Wealth Management Services
Texas
$263K -$6.01K -220 -2%
WCM
2243
Wisconsin Capital Management
Wisconsin
$262K +$54.3K +1,986 +20%
CAGAS
2244
Capital Advisory Group Advisory Services
Minnesota
$260K -$44.7K -1,637 -12%
RPG
2245
Resource Planning Group
Georgia
$260K -$32.5K -1,189 -9%
Aristotle Capital Management
2246
Aristotle Capital Management
California
$259K -$1.23K -45 -0.4%
ACM
2247
Ashford Capital Management
Delaware
$259K +$1.06K +39 +0.3%
FBFS
2248
First Business Financial Services
Wisconsin
$259K +$92.7K +3,394 +41%
OWA
2249
One Wealth Advisors
California
$259K +$321K +11,748 New
SFG
2250
SNS Financial Group
Minnesota
$258K -$128K -4,700 -29%