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Name Holding Trade Value Shares
Change
Change in
Stake
LC
2151
Loews Corp
New York
$302K -$114K -1,975 -28%
SFG
2152
Sather Financial Group
Texas
$301K
SSW
2153
Smith Shellnut Wilson
Mississippi
$301K
JFA
2154
JNBA Financial Advisors
Minnesota
$300K -$15K -260 -5%
HCMNY
2155
Howard Capital Management (New York)
New York
$300K
SPI
2156
Santori & Peters Inc
Pennsylvania
$298K -$7.89K -137 -3%
NWA
2157
New World Advisors
Massachusetts
$298K
WWM
2158
WT Wealth Management
Arizona
$298K +$285K +4,946 New
DIA
2159
Davidson Investment Advisors
Montana
$297K +$47.9K +831 +20%
Fiera Capital (Canada)
2160
Fiera Capital (Canada)
Quebec, Canada
$297K +$80.8K +1,403 +40%
MAS
2161
Managed Account Services
Florida
$296K -$32.8K -570 -10%
KCM
2162
Kendall Capital Management
Maryland
$296K -$2.88K -50 -1%
BWM
2163
BT Wealth Management
Georgia
$295K
RA
2164
Rational Advisors
New York
$293K +$127K +2,209 +84%
IA
2165
IFG Advisors
Missouri
$293K +$280K +4,860 New
ICA
2166
Infrastructure Capital Advisors
New York
$292K -$677K -11,761 -71%
RGIA
2167
Rainier Group Investment Advisory
Washington
$292K +$9.16K +159 +3%
AWC
2168
Abundance Wealth Counselors
Pennsylvania
$292K +$278K +4,830 New
LA
2169
Lau Associates
Delaware
$290K -$74.9K -1,300 -21%
SAM
2170
Shikiar Asset Management
New York
$289K -$39.2K -680 -12%
V
2171
ValueWorks
New York
$289K +$276K +4,788 New
OBGC
2172
O'Brien Greene & Co
Pennsylvania
$288K
UWM
2173
USAdvisors Wealth Management
Minnesota
$288K +$275K +4,770 New
CCM
2174
Carlson Capital Management
Minnesota
$287K +$273K +4,748 New
IP
2175
Isthmus Partners
Wisconsin
$284K