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Name Holding Trade Value Shares
Change
Change in
Stake
YP
1401
Yellowstone Partners
Idaho
$260K +$244K +4,870 New
GIM
1402
Goelzer Investment Management
Indiana
$259K -$11K -219 -4%
BFPW
1403
BOK Financial Private Wealth
Colorado
$256K -$20.1K -400 -8%
DBG
1404
De Burlo Group
Massachusetts
$256K
AI
1405
Accredited Investors
Minnesota
$255K +$151 +3 +0.1%
WPP
1406
Whalerock Point Partners
Rhode Island
$254K
SFS
1407
Summit Financial Strategies
Ohio
$253K -$55.3K -1,102 -19%
AIS
1408
Accurate Investment Solutions
Pennsylvania
$252K
IAMOG
1409
Investors Asset Management of Georgia
Georgia
$252K
MAM
1410
Meeder Asset Management
Ohio
$252K
OA
1411
Outfitter Advisors
Virginia
$252K
PV
1412
Private Vista
Illinois
$252K +$27.3K +544 +13%
BRF
1413
B. Riley Financial
California
$251K +$236K +4,701 New
AIA
1414
Avalon Investment & Advisory
Texas
$250K -$13.5M -269,845 -98%
CWA
1415
Cypress Wealth Advisors
California
$250K -$1.55K -31 -0.7%
SIA
1416
Starfire Investment Advisers
Michigan
$249K
GI
1417
Glovista Investments
New Jersey
$248K +$100 +2 +0%
DDPIC
1418
Deroy & Devereaux Private Investment Counsel
Michigan
$246K
WRM
1419
Weybosset Research & Management
Rhode Island
$245K -$5.02K -100 -2%
CIM
1420
Confluence Investment Management
Missouri
$245K -$2.01K -40 -0.9%
AA
1421
Alesco Advisors
New York
$245K +$231K +4,599 New
FFA
1422
Fragasso Financial Advisors
Pennsylvania
$245K +$231K +4,599 New
AF
1423
Affiance Financial
Minnesota
$243K
EGA
1424
E&G Advisors
Texas
$243K
WAM
1425
Westport Asset Management
Connecticut
$243K