Name Holding Trade Value Shares
Change
Change in
Stake
SC
2326
Searle & Co
Connecticut
$370K – – –
CCMI
2327
Creative Capital Management Investments
California
$370K -$10K -39 -3%
EP
2328
EPIQ Partners
Minnesota
$370K -$25.7K -100 -6%
CA
2329
Cornerstone Advisory
Maryland
$370K +$128K +500 +51%
MFG
2330
Monte Financial Group
Connecticut
$369K – – –
AFG
2331
AFS Financial Group
Maryland
$369K – – –
CCM
2332
Canal Capital Management
Virginia
$368K -$27.7K -108 -7%
RBCM
2333
Raub Brock Capital Management
California
$368K – – –
CIC
2334
Cornercap Investment Counsel
Georgia
$367K +$70.6K +275 +23%
GSWM
2335
Greenup Street Wealth Management
Michigan
$367K +$377K +1,466 New
LGWM
2336
Litman Gregory Wealth Management
California
$367K +$154K +601 +70%
AFM
2337
Abbot Financial Management
Massachusetts
$366K +$43.4K +169 +13%
SA
2338
Scarborough Advisors
Maryland
$366K +$3.34K +13 +0.9%
HTC
2339
Haverford Trust Company
Pennsylvania
$366K +$46.2K +180 +14%
CPC
2340
Congress Park Capital
New York
$366K -$212K -825 -36%
OWM
2341
Opes Wealth Management
California
$365K -$58.8K -229 -14%
VAG
2342
VisionPoint Advisory Group
Texas
$365K +$19.5K +76 +6%
MCM
2343
Morton Capital Management
California
$364K -$248K -966 -40%
MF
2344
Montis Financial
Massachusetts
$363K -$146K -570 -28%
BAG
2345
Bridgewealth Advisory Group
California
$363K -$15.9K -62 -4%
SFM
2346
Signet Financial Management
New Jersey
$363K -$198K -771 -35%
TH
2347
TCTC Holdings
Texas
$363K – – –
WCA
2348
Westover Capital Advisors
Delaware
$362K – – –
EGWAG
2349
Elwood & Goetz Wealth Advisory Group
Georgia
$362K – – –
BAM
2350
Byrne Asset Management
New Jersey
$361K +$370K +1,442 New