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Name Holding Trade Value Shares
Change
Change in
Stake
KP
1701
Keel Point
Alabama
$7.53M -$565K -8,784 -8%
BG
1702
Bollard Group
Massachusetts
$7.52M -$527K -8,192 -7%
BKA
1703
Brick & Kyle Associates
Pennsylvania
$7.5M -$111K -1,724 -2%
IFAM
1704
Institutional & Family Asset Management
Colorado
$7.49M -$979K -15,212 -13%
BOPW
1705
Brandywine Oak Private Wealth
Pennsylvania
$7.48M +$157K +2,448 +2%
TFA
1706
Toth Financial Advisory
Virginia
$7.46M +$344K +5,352 +6%
LCM
1707
Lucas Capital Management
New Jersey
$7.46M -$423K -6,568 -6%
ACS
1708
Archford Capital Strategies
Illinois
$7.45M +$83.4K +1,296 +1%
GCA
1709
Gradient Capital Advisors
California
$7.45M +$371K +5,764 +6%
BCM
1710
Brown Capital Management
Maryland
$7.44M -$102K -1,592 -2%
GIA
1711
Guyasuta Investment Advisors
Pennsylvania
$7.42M +$109K +1,700 +2%
HIP
1712
Harrell Investment Partners
Texas
$7.42M +$6.5M +101,028 New
GIC
1713
Gantzert Investment Company
Illinois
$7.41M -$232K -3,600 -3%
HCM
1714
Hodges Capital Management
Texas
$7.37M -$136K -2,108 -2%
VA
1715
Valmark Advisers
Ohio
$7.37M +$231K +3,584 +4%
TL
1716
TrueWealth LLC
Georgia
$7.37M -$94.2K -1,464 -1%
DCM
1717
Delta Capital Management
New Jersey
$7.36M -$605K -9,400 -9%
UTC
1718
Unified Trust Company
Kentucky
$7.34M -$1.54K -24 -0%
IIM
1719
Intact Investment Management
Quebec, Canada
$7.33M +$3.27M +50,800 +103%
LCC
1720
Lincoln Capital Corp
Rhode Island
$7.33M -$893K -13,880 -12%
SAM
1721
Security Asset Management
New York
$7.32M
QCIG
1722
Quad-Cities Investment Group
Iowa
$7.3M -$407K -6,328 -6%
CIA
1723
CSat Investment Advisory
Michigan
$7.29M +$559K +8,684 +10%
NCM
1724
Neumann Capital Management
California
$7.29M -$264K -4,100 -4%
AWA
1725
Arkadios Wealth Advisors
Georgia
$7.28M +$5.77M +89,640 New