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Name Holding Trade Value Shares
Change
Change in
Stake
PFWA
1551
Paces Ferry Wealth Advisors
Georgia
$305K -$16.5K -88 -5%
Wedge Capital Management
1552
Wedge Capital Management
North Carolina
$304K -$31.5M -168,468 -99%
OL
1553
Optas LLC
Texas
$304K +$3.18K +17 +1%
Empirical Wealth Management
1554
Empirical Wealth Management
Washington
$303K -$91.7K -490 -24%
Seizert Capital Partners
1555
Seizert Capital Partners
Michigan
$303K – – –
FWP
1556
FAS Wealth Partners
Kansas
$303K +$22.1K +118 +8%
CMBA
1557
C.M. Bidwell & Associates
Hawaii
$303K +$157K +839 +121%
CA
1558
Claro Advisors
Massachusetts
$302K +$36.9K +197 +15%
AWMF
1559
Arbor Wealth Management (Florida)
Florida
$301K -$5.62K -30 -2%
TA
1560
TrueWealth Advisors
Alabama
$301K +$272K +1,454 New
ISWM
1561
Independent Solutions Wealth Management
New York
$298K -$5.62K -30 -2%
NFG
1562
Nations Financial Group
Iowa
$298K +$2.25K +12 +0.8%
MIM
1563
Merrion Investment Management
New Jersey
$297K – – –
AIC
1564
Archer Investment Corporation
Indiana
$297K +$129K +690 +85%
BFPW
1565
BOK Financial Private Wealth
Colorado
$296K +$51.1K +273 +22%
TI
1566
tru Independence
Oregon
$295K -$90.4K -483 -25%
CFA
1567
CWS Financial Advisors
Michigan
$294K -$8.61K -46 -3%
CAGAS
1568
Capital Advisory Group Advisory Services
Minnesota
$294K – – –
MCM
1569
Marathon Capital Management
Maryland
$294K – – –
RBCM
1570
Raub Brock Capital Management
California
$293K -$77.7K -415 -22%
FWC
1571
First Washington Corp
Washington
$293K – – –
EAM
1572
Evanson Asset Management
California
$292K +$2.62K +14 +1%
FUBT
1573
First United Bank & Trust
Maryland
$292K +$31.6K +169 +13%
SG
1574
Somerset Group
Minnesota
$291K – – –
Donaldson Capital Management
1575
Donaldson Capital Management
Indiana
$289K -$5.05K -27 -2%