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Name Holding Trade Value Shares
Change
Change in
Stake
AF
1626
Affiance Financial
Minnesota
$318K
LA
1627
LVW Advisors
New York
$317K +$1.55K +22 +0.5%
RM
1628
Resource Management
Louisiana
$316K +$141 +2 +0%
BWM
1629
BerganKDV Wealth Management
Minnesota
$315K
PFC
1630
Phocas Financial Corp
California
$315K
BAAM
1631
Baker Avenue Asset Management
California
$315K +$90.7K +1,291 +42%
AFG
1632
Albion Financial Group
Utah
$314K
SEM
1633
Suncoast Equity Management
Florida
$314K +$45.7K +650 +18%
VWA
1634
V Wealth Advisors
Kansas
$312K +$141 +2 +0%
SSW
1635
Smith Shellnut Wilson
Mississippi
$311K -$3.87K -55 -1%
CWA
1636
Cypress Wealth Advisors
California
$311K
TFF
1637
The Family Firm
Maryland
$311K +$211 +3 +0.1%
AA
1638
Alesco Advisors
New York
$309K
WIP
1639
Wellesley Investment Partners
Massachusetts
$308K -$40.2K -572 -12%
FM
1640
Foster & Motley
Ohio
$308K -$211 -3 -0.1%
BDWM
1641
Brewin Dolphin Wealth Management
Ireland
$308K
GI
1642
Glovista Investments
New Jersey
$307K -$14K -199 -4%
SIM
1643
Sadoff Investment Management
Wisconsin
$307K +$38.7K +550 +15%
PBO
1644
Peoples Bank (Ohio)
Ohio
$307K +$89.3K +1,270 +43%
HWMG
1645
Hurlow Wealth Management Group
Indiana
$307K +$313K +4,448 New
CF
1646
Centaurus Financial
California
$305K -$70.3K -1,000 -20%
LPT
1647
Legacy Private Trust
Wisconsin
$305K -$20.8K -296 -7%
GAM
1648
Gemmer Asset Management
California
$305K +$141 +2 +0%
AA
1649
Apriem Advisors
California
$305K +$11.3K +161 +4%
GWA
1650
Guidant Wealth Advisors
Illinois
$304K -$11.7K -166 -4%