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Name Holding Trade Value Shares
Change
Change in
Stake
HIC
1126
Holderness Investments Company
North Carolina
$455K +$32.1K +680 +6%
CT
1127
Coastline Trust
Rhode Island
$449K +$149K +3,165 +40%
PFA
1128
Pure Financial Advisors
California
$448K +$1.51K +32 +0.3%
PWM
1129
Perigon Wealth Management
California
$447K
BW
1130
Bison Wealth
Georgia
$444K -$20.7K -439 -4%
NAM
1131
Nichols Asset Management
Massachusetts
$443K
LKIM
1132
Lawson Kroeker Investment Management
Nebraska
$442K -$18.9K -400 -4%
PAM
1133
Peak Asset Management
Colorado
$441K -$28.1K -595 -5%
CCT
1134
Country Club Trust
Missouri
$441K +$60.2K +1,278 +13%
AAS
1135
Annex Advisory Services
Wisconsin
$441K +$119K +2,531 +30%
LIM
1136
Loudon Investment Management
New Hampshire
$437K
CPO
1137
Cerity Partners OCIO
New York
$435K +$24K +509 +5%
BFEC
1138
Benjamin F. Edwards & Company
Missouri
$427K -$53.7K -1,140 -10%
NG
1139
Northstar Group
New York
$427K
Koshinski Asset Management
1140
Koshinski Asset Management
Illinois
$426K -$46.5K -986 -10%
FMLI
1141
Fukoku Mutual Life Insurance
Japan
$426K
CPA
1142
Court Place Advisors
Maryland
$426K +$2.45K +52 +0.5%
ICAS
1143
Investors Capital Advisory Services
Massachusetts
$423K -$4.81K -102 -1%
DI
1144
Diligent Investors
California
$415K -$14.1K -300 -3%
BCM
1145
Becker Capital Management
Oregon
$415K
MHS
1146
M Holdings Securities
Oregon
$412K +$1.84K +39 +0.4%
NEPWA
1147
New England Private Wealth Advisors
Massachusetts
$408K +$189 +4 +0%
AW
1148
ACG Wealth
Georgia
$406K -$3.11K -66 -0.6%
CCM
1149
Cohen Capital Management
California
$404K
NSEDCP
1150
NJ State Employees Deferred Compensation Plan
New Jersey
$402K