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Name Holding Trade Value Shares
Change
Change in
Stake
CSWM
2376
Cassady Schiller Wealth Management
Ohio
$94K +$94.4K +5,052 New
RK
2377
Rather & Kittrell
Tennessee
$93K +$94.5K +5,058 New
CWAF
2378
Core Wealth Advisors (Florida)
Florida
$90K +$77.6K +4,150 +580%
HFS
2379
Howard Financial Services
Texas
$89K +$89.8K +4,802 New
LOIM
2380
Liberty One Investment Management
Illinois
$88K -$6.64K -355 -7%
SFPG
2381
Stonebridge Financial Planning Group
Florida
$88K – – –
FMTCOCP
2382
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$86K +$24.8K +1,324 +40%
EARNEST Partners
2383
EARNEST Partners
Georgia
$85K – – –
WR
2384
WD Rutherford
Oregon
$84K – – –
CC
2385
Corsicana & Co
Texas
$83K -$14.4K -771 -15%
ZIG
2386
Zullo Investment Group
Pennsylvania
$83K +$83.9K +4,486 New
MCM
2387
MV Capital Management
Maryland
$82K -$6.79K -363 -8%
AA
2388
AlphaMark Advisors
Kentucky
$82K +$34.7K +1,854 +72%
WIA
2389
Wealthstreet Investment Advisors
Texas
$80K -$24.8K -1,324 -24%
POIA
2390
Pin Oak Investment Advisors
Texas
$80K -$12.4K -662 -13%
CM
2391
Caption Management
Oklahoma
$78K +$79K +4,225 New
TIM
2392
Tevis Investment Management
Texas
$76K +$76.9K +4,112 New
ACA
2393
Atlas Capital Advisors
Wyoming
$75.7K +$10.4K +559 +16%
AFS
2394
Annapolis Financial Services
Maryland
$75K -$11.8K -630 -14%
BIA
2395
Bell Investment Advisors
California
$75K +$2.06K +110 +3%
EC
2396
Estate Counselors
Wisconsin
$73K – – –
PWC
2397
PYA Waltman Capital
Tennessee
$73K +$73.8K +3,948 New
SFFS
2398
Stonehage Fleming Financial Services
Jersey
$72K -$24.8K -1,324 -26%
AWM
2399
Activest Wealth Management
Florida
$72K +$41.6K +2,228 +136%
MFA
2400
McClarren Financial Advisors
Pennsylvania
$71K +$822 +44 +1%