Name Holding Trade Value Shares
Change
Change in
Stake
PFA
2226
Pure Financial Advisors
California
$306K -$34.1K -1,542 -10%
BWFA
2227
Baltimore-Washington Financial Advisors
Maryland
$306K +$52.7K +2,384 +22%
MIM
2228
Merrion Investment Management
New Jersey
$305K -$196K -8,871 -40%
BSA
2229
Bull Street Advisors
Georgia
$305K -$2.23K -101 -0.8%
PWA
2230
Physician Wealth Advisors
Utah
$304K -$87.8K -3,972 -23%
OWA
2231
One Wealth Advisors
California
$304K +$294K +13,281 New
CH
2232
Canton Hathaway
Rhode Island
$303K – – –
WCM
2233
Wisconsin Capital Management
Wisconsin
$303K – – –
SPI
2234
Santori & Peters Inc
Pennsylvania
$302K -$317K -14,356 -52%
WP
2235
WealthShield Partners
North Carolina
$302K -$256K -11,564 -47%
VWA
2236
VERITY Wealth Advisors
United States
$302K – – –
RIM
2237
Rockbridge Investment Management
New York
$301K -$91.7K -4,149 -24%
TSWM
2238
Triangle Securities Wealth Management
North Carolina
$301K -$58.3K -2,636 -17%
FPGK
2239
Financial Partners Group (Kansas)
Kansas
$301K -$18.6K -843 -6%
TA
2240
Tectonic Advisors
Texas
$301K +$291K +13,175 New
PIC
2241
Portland Investment Counsel
Ontario, Canada
$300K – – –
CWM
2242
Campbell Wealth Management
Virginia
$300K +$155 +7 +0.1%
CNB
2243
Camden National Bank
Maine
$299K +$6.28K +284 +2%
ESCM
2244
Echo Street Capital Management
New York
$299K +$289K +13,059 New
CNC
2245
Camden National Corporation
Maine
$299K +$290K +13,094 New
AF
2246
AtlasMark Financial
Texas
$298K – – –
NCM
2247
Northside Capital Management
Oregon
$298K -$20.5K -926 -7%
HA
2248
Harborview Advisors
Maine
$298K +$995 +45 +0.3%
RCG
2249
Rock Creek Group
District of Columbia
$298K +$3.23K +146 +1%
FIG
2250
FundX Investment Group
California
$298K +$288K +13,022 New