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Name Holding Trade Value Shares
Change
Change in
Stake
1WA
1701
180 Wealth Advisors
Washington
$303K -$62.3K -288 -19%
HFG
1702
Heron Financial Group
New York
$303K +$41.1K +190 +15%
RCA
1703
Resonant Capital Advisors
Wisconsin
$302K +$27.7K +128 +10%
DIA
1704
Dean Investment Associates
Ohio
$301K -$389K -1,798 -56%
SIG
1705
Sargent Investment Group
Maryland
$300K -$6.9M -31,872 -96%
NB
1706
Nicolet Bankshares
Wisconsin
$300K +$48.2K +223 +19%
SIC
1707
SJS Investment Consulting
Ohio
$298K +$4.11K +19 +1%
PCM
1708
Poehling Capital Management
Wisconsin
$298K +$29.2K +135 +11%
CHA
1709
Carmichael Hill & Associates
Maryland
$297K – – –
CWP
1710
Corepath Wealth Partners
Arizona
$296K – – –
CPA
1711
Cardiff Park Advisors
California
$296K +$4.98K +23 +2%
HPWM
1712
Highland Private Wealth Management
Washington
$296K +$23.8K +110 +9%
BCM
1713
Beck Capital Management
Texas
$295K -$17.5K -81 -5%
OSNBOA
1714
Old Second National Bank of Aurora
Illinois
$294K -$15.4K -71 -5%
HS
1715
Horan Securities
United States
$294K +$23.1K +107 +8%
LC
1716
LCNB Corp
Ohio
$294K +$37.9K +175 +14%
BCM
1717
Bluefin Capital Management
New York
$293K -$2.88M -13,320 -91%
DIM
1718
Delta Investment Management
California
$293K +$1.08K +5 +0.4%
WCA
1719
Westover Capital Advisors
Delaware
$292K -$20.6K -95 -6%
PCMC
1720
Private Capital Management (Colorado)
Colorado
$292K +$8.87K +41 +3%
EA
1721
Eudaimonia Advisors
Tennessee
$291K -$18.2K -84 -6%
WA
1722
Wealth Advisors
California
$291K +$2.16K +10 +0.7%
CPSAC
1723
Chas P. Smith & Associates (CPS)
Florida
$291K +$27.5K +127 +10%
IA
1724
Insight Advisors
Pennsylvania
$290K -$45.9K -212 -13%
Cookson Peirce & Co
1725
Cookson Peirce & Co
Pennsylvania
$288K -$30.5M -140,925 -99%