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Name Holding Trade Value Shares
Change
Change in
Stake
RF
1251
Rossby Financial
Florida
$258K -$725K -5,559 -73%
APA
1252
Astoria Portfolio Advisors
New York
$258K -$14.5K -111 -5%
CWG
1253
Cornerstone Wealth Group
North Carolina
$258K -$21K -161 -7%
PAW
1254
Plan A Wealth
Nebraska
$257K +$24.8K +190 +10%
FAM
1255
Fenimore Asset Management
New York
$257K
AHC
1256
Adell Harriman & Carpenter
Texas
$257K -$4.57K -35 -2%
FHC
1257
First Heartland Consultants
Missouri
$257K
ANBT
1258
American National Bank & Trust
Texas
$256K +$522 +4 +0.2%
CGL
1259
Clarius Group LLC
Washington
$253K -$11K -84 -4%
IFG
1260
Independent Financial Group
California
$253K -$16.4K -126 -6%
DAM
1261
Delta Asset Management
Tennessee
$252K -$118K -901 -31%
OL
1262
one8zero8 LLC
North Carolina
$252K -$26.1K -200 -9%
CUAMC
1263
China Universal Asset Management Company
China
$252K
FIM
1264
Fruth Investment Management
Texas
$251K
EV
1265
EJMK Ventures
Illinois
$250K +$259K +1,988 New
MG
1266
Mather Group
Illinois
$249K -$104K -801 -29%
CPA
1267
Capital Planning Advisors
California
$249K -$147K -1,125 -36%
BAM
1268
Berkshire Asset Management
Pennsylvania
$249K -$138K -1,061 -35%
PA
1269
Procyon Advisors
Connecticut
$247K -$83.3K -639 -25%
LEA
1270
Legacy Edge Advisors
New York
$246K +$7.04K +54 +3%
Financial Engines Advisors
1271
Financial Engines Advisors
California
$246K -$11.6K -89 -4%
DAM
1272
Directional Asset Management
Illinois
$244K +$253K +1,943 New
SGC
1273
Slocum, Gordon & Co
Rhode Island
$244K
HDIM
1274
Hanson & Doremus Investment Management
Vermont
$244K +$38K +291 +18%
TWM
1275
Trueblood Wealth Management
Ohio
$243K -$287K -2,201 -53%