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Name Holding Trade Value Shares
Change
Change in
Stake
DWA
2376
Dougherty Wealth Advisers
Minnesota
$229K
NFSG
2377
Newbridge Financial Services Group
Florida
$228K +$18.7K +47 +9%
SN
2378
Sittner & Nelson
Oregon
$227K -$12.4K -31 -5%
DE
2379
Day & Ennis
Georgia
$227K
CWG
2380
Cornerstone Wealth Group
North Carolina
$227K +$9.17K +23 +4%
BBHBI
2381
B, B, H, & B Inc
Alabama
$226K -$15.6K -39 -6%
KIG
2382
Kowal Investment Group
Wisconsin
$225K -$3.19K -8 -1%
GIM
2383
Guild Investment Management
California
$225K +$4.79K +12 +2%
HIM
2384
Hillsdale Investment Management
Ontario, Canada
$225K +$69K +173 +44%
CAM
2385
Columbia Asset Management
Michigan
$224K -$135K -338 -38%
JWM
2386
Janiczek Wealth Management
Colorado
$224K +$64.6K +162 +41%
HIS
2387
Harvest Investment Services
Illinois
$223K -$5.18K -13 -2%
LA
2388
Legacy Advisors
Pennsylvania
$222K -$20.3K -51 -8%
PGIM
2389
Pacific Global Investment Management
California
$222K
HHAM
2390
HITE Hedge Asset Management
Massachusetts
$220K
PCM
2391
Poehling Capital Management
Wisconsin
$220K
BFWA
2392
Benchmark Financial Wealth Advisors
Florida
$220K +$219K +549 New
BAM
2393
Bruderman Asset Management
New York
$219K -$78.6K -197 -26%
RTS
2394
Round Table Services
New Jersey
$219K -$20.3K -51 -9%
B
2395
Bridgeworth
Alabama
$218K +$217K +545 New
CFAM
2396
Center For Asset Management
Florida
$218K +$217K +545 New
PG
2397
Prostatis Group
Maryland
$218K -$17.9K -45 -8%
KB
2398
Kimelman & Baird
New York
$217K +$216K +542 New
FSWA
2399
Financial Synergies Wealth Advisors
Texas
$215K -$19.9K -50 -9%
MPCG
2400
Matrix Private Capital Group
New York
$215K -$61K -153 -22%