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Name Holding Trade Value Shares
Change
Change in
Stake
GIM
1551
Goelzer Investment Management
Indiana
$270K
AF
1552
Affiance Financial
Minnesota
$268K
NWP
1553
Northstar Wealth Partners
Connecticut
$268K +$424 +7 +0.2%
GWA
1554
Guidant Wealth Advisors
Illinois
$266K -$3.88K -64 -1%
LA
1555
LVW Advisors
New York
$266K
PFC
1556
Phocas Financial Corp
California
$266K
TFF
1557
The Family Firm
Maryland
$266K +$243 +4 +0.1%
BWM
1558
BerganKDV Wealth Management
Minnesota
$266K +$5.64K +93 +2%
RM
1559
Resource Management
Louisiana
$266K +$15.3K +252 +6%
AFG
1560
Albion Financial Group
Utah
$264K
CWA
1561
Cypress Wealth Advisors
California
$263K -$49K -808 -16%
SC
1562
Stratford Consulting
Texas
$263K +$849 +14 +0.3%
KA
1563
Kaizen Advisory
Illinois
$262K +$159K +2,627 +157%
AW
1564
Alpha Windward
Massachusetts
$261K -$5.03K -83 -2%
FM
1565
Foster & Motley
Ohio
$261K -$1.27K -21 -0.5%
HC
1566
Henshaw Capital
Massachusetts
$260K
AA
1567
Alesco Advisors
New York
$260K
LI
1568
Lafayette Investments
Maryland
$260K
BDWM
1569
Brewin Dolphin Wealth Management
Ireland
$260K
NFG
1570
Nations Financial Group
Iowa
$259K -$1.58K -26 -0.6%
MIH
1571
Madison Investment Holdings
Wisconsin
$259K +$546 +9 +0.2%
GAM
1572
Gemmer Asset Management
California
$259K +$2.49K +41 +1%
NFC
1573
Northeast Financial Consultants
Connecticut
$258K
KFA
1574
Kabarec Financial Advisors
Illinois
$258K +$12.3K +203 +5%
TMAM
1575
Tokio Marine Asset Management
Japan
$257K -$141K -2,325 -36%