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Name Holding Trade Value Shares
Change
Change in
Stake
PGF
2676
Plan Group Financial
Oklahoma
$225K +$231K +899 New
OFG
2677
Omega Financial Group
California
$225K
TLCM
2678
Twin Lakes Capital Management
California
$224K +$200K +780 +667%
BHA
2679
Beech Hill Advisors
New York
$224K
PFM
2680
Patton Fund Management
Texas
$224K +$230K +894 New
Kovitz Investment Group Partners
2681
Kovitz Investment Group Partners
Illinois
$223K -$42.1K -164 -16%
YWM
2682
Yoder Wealth Management
California
$222K +$24.4K +95 +12%
SIC
2683
SFE Investment Counsel
California
$222K +$228K +888 New
CHP
2684
Cable Hill Partners
Oregon
$222K +$24.9K +97 +12%
WF
2685
Warner Financial
Maryland
$222K
WF
2686
Whelan Financial
California
$221K +$30.3K +118 +15%
MAM
2687
Marotta Asset Management
Virginia
$221K -$257 -1 -0.1%
SRAM
2688
Spouting Rock Asset Management
Pennsylvania
$221K +$227K +883 New
TCBWMS
2689
Texas Capital Bank Wealth Management Services
Texas
$221K +$227K +883 New
TL
2690
Tradewinds LLC
North Carolina
$221K +$227K +882 New
MSCM
2691
McElhenny Sheffield Capital Management
Texas
$221K +$18K +70 +9%
ACS
2692
Archford Capital Strategies
Illinois
$220K +$8.22K +32 +4%
PP
2693
PrairieView Partners
Minnesota
$220K -$172K -669 -43%
CFG
2694
CKW Financial Group
Hawaii
$220K
CWP
2695
Core Wealth Partners
California
$220K +$226K +879 New
ODG
2696
O'Dell Group
Ohio
$219K +$5.91K +23 +3%
BI
2697
Ballast Inc
Kentucky
$218K +$7.96K +31 +4%
SSI
2698
Scott & Selber Inc
Texas
$217K
RWM
2699
Reston Wealth Management
Virginia
$216K +$13.4K +52 +6%
VBCG
2700
Valley Brook Capital Group
Pennsylvania
$216K