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Name Holding Trade Value Shares
Change
Change in
Stake
IC
2151
InterOcean Capital
Illinois
$303K +$15.7K +273 +6%
LC
2152
Loews Corp
New York
$302K -$114K -1,975 -28%
SFG
2153
Sather Financial Group
Texas
$301K – – –
SSW
2154
Smith Shellnut Wilson
Mississippi
$301K – – –
JFA
2155
JNBA Financial Advisors
Minnesota
$300K -$15K -260 -5%
HCMNY
2156
Howard Capital Management (New York)
New York
$300K – – –
SPI
2157
Santori & Peters Inc
Pennsylvania
$298K -$7.89K -137 -3%
NWA
2158
New World Advisors
Massachusetts
$298K – – –
WWM
2159
WT Wealth Management
Arizona
$298K +$285K +4,946 New
DIA
2160
Davidson Investment Advisors
Montana
$297K +$47.9K +831 +20%
Fiera Capital (Canada)
2161
Fiera Capital (Canada)
Quebec, Canada
$297K +$80.8K +1,403 +40%
MAS
2162
Managed Account Services
Florida
$296K -$32.8K -570 -10%
KCM
2163
Kendall Capital Management
Maryland
$296K -$2.88K -50 -1%
BWM
2164
BT Wealth Management
Georgia
$295K – – –
RA
2165
Rational Advisors
New York
$293K +$127K +2,209 +84%
IA
2166
IFG Advisors
Missouri
$293K +$280K +4,860 New
ICA
2167
Infrastructure Capital Advisors
New York
$292K -$677K -11,761 -71%
RGIA
2168
Rainier Group Investment Advisory
Washington
$292K +$9.16K +159 +3%
AWC
2169
Abundance Wealth Counselors
Pennsylvania
$292K +$278K +4,830 New
LA
2170
Lau Associates
Delaware
$290K -$74.9K -1,300 -21%
SAM
2171
Shikiar Asset Management
New York
$289K -$39.2K -680 -12%
V
2172
ValueWorks
New York
$289K +$276K +4,788 New
OBGC
2173
O'Brien Greene & Co
Pennsylvania
$288K – – –
UWM
2174
USAdvisors Wealth Management
Minnesota
$288K +$275K +4,770 New
CCM
2175
Carlson Capital Management
Minnesota
$287K +$273K +4,748 New