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Name Holding Trade Value Shares
Change
Change in
Stake
CPR
2401
CSU Producer Resources
Ohio
$218K
S
2402
SimplyRich
California
$218K
ICM
2403
Islay Capital Management
Texas
$217K -$509K -23,010 -71%
BFA
2404
Brendel Financial Advisors
New Hampshire
$217K
HA
2405
Hamel Associates
New Jersey
$217K
RCWMU
2406
Rothschild & Co Wealth Management (UK)
United Kingdom
$217K
GCA
2407
Greenwood Capital Associates
South Carolina
$216K +$208K +9,430 New
KA
2408
Klingman & Associates
New York
$216K +$209K +9,451 New
GAB
2409
German American Bancorp
Indiana
$215K -$34.8K -1,574 -14%
PO
2410
Private Ocean
California
$215K +$4.18K +189 +2%
TIM
2411
Tortoise Investment Management
New York
$215K +$30.6K +1,383 +17%
SIGI
2412
Susquehanna International Group (Ireland)
Ireland
$215K +$208K +9,400 New
RA
2413
Rodgers & Associates
Pennsylvania
$214K +$3.67K +166 +2%
RPGK
2414
Retirement Planning Group (Kansas)
Kansas
$214K +$207K +9,347 New
DIA
2415
Davidson Investment Advisors
Montana
$214K +$207K +9,367 New
FPCM
2416
Financial Partners Capital Management
New York
$214K -$58.5K -2,648 -22%
AWA
2417
AmeriServ Wealth Advisors
Pennsylvania
$213K -$33.3K -1,507 -14%
DWM
2418
Defined Wealth Management
Oregon
$213K -$4.27K -193 -2%
Aristotle Capital Management
2419
Aristotle Capital Management
California
$213K
SFP
2420
Sterling Financial Planning
New Jersey
$212K -$112K -5,053 -35%
PA
2421
Prism Advisors
California
$212K +$1.24K +56 +0.6%
FFA
2422
Fi3 Financial Advisors
Indiana
$212K +$205K +9,273 New
CF
2423
Corrigan Financial
Rhode Island
$212K +$205K +9,260 New
RPG
2424
Resource Planning Group
Georgia
$211K +$66 +3 +0%
GKWIM
2425
Gerber Kawasaki Wealth & Investment Management
California
$211K +$205K +9,272 New