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Name Holding Trade Value Shares
Change
Change in
Stake
DI
2401
DFPG Investments
Utah
$219K -$18.9K -857 -8%
CPR
2402
CSU Producer Resources
Ohio
$218K – – –
S
2403
SimplyRich
California
$218K – – –
ICM
2404
Islay Capital Management
Texas
$217K -$509K -23,010 -71%
BFA
2405
Brendel Financial Advisors
New Hampshire
$217K – – –
HA
2406
Hamel Associates
New Jersey
$217K – – –
RCWMU
2407
Rothschild & Co Wealth Management (UK)
United Kingdom
$217K – – –
GCA
2408
Greenwood Capital Associates
South Carolina
$216K +$208K +9,430 New
KA
2409
Klingman & Associates
New York
$216K +$209K +9,451 New
GAB
2410
German American Bancorp
Indiana
$215K -$34.8K -1,574 -14%
PO
2411
Private Ocean
California
$215K +$4.18K +189 +2%
TIM
2412
Tortoise Investment Management
New York
$215K +$30.6K +1,383 +17%
SIGI
2413
Susquehanna International Group (Ireland)
Ireland
$215K +$208K +9,400 New
RA
2414
Rodgers & Associates
Pennsylvania
$214K +$3.67K +166 +2%
RPGK
2415
Retirement Planning Group (Kansas)
Kansas
$214K +$207K +9,347 New
DIA
2416
Davidson Investment Advisors
Montana
$214K +$207K +9,367 New
FPCM
2417
Financial Partners Capital Management
New York
$214K -$58.5K -2,648 -22%
AWA
2418
AmeriServ Wealth Advisors
Pennsylvania
$213K -$33.3K -1,507 -14%
DWM
2419
Defined Wealth Management
Oregon
$213K -$4.27K -193 -2%
Aristotle Capital Management
2420
Aristotle Capital Management
California
$213K – – –
SFP
2421
Sterling Financial Planning
New Jersey
$212K -$112K -5,053 -35%
PA
2422
Prism Advisors
California
$212K +$1.24K +56 +0.6%
FFA
2423
Fi3 Financial Advisors
Indiana
$212K +$205K +9,273 New
CF
2424
Corrigan Financial
Rhode Island
$212K +$205K +9,260 New
RPG
2425
Resource Planning Group
Georgia
$211K +$66 +3 +0%