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Name Holding Trade Value Shares
Change
Change in
Stake
BEC
1701
Blue Edge Capital
Virginia
$206K +$185K +2,811 New
KJWM
1702
Kiley Juergens Wealth Management
Washington
$206K
VCM
1703
Versant Capital Management
Arizona
$206K
BHC
1704
Bowen Hanes & Co
Florida
$206K +$184K +2,805 New
RWM
1705
RKL Wealth Management
Pennsylvania
$206K +$185K +2,819 New
FC
1706
Ferris Capital
Massachusetts
$205K -$10.4K -159 -5%
SJL
1707
Shayne & Jacobs LLC
Tennessee
$205K +$184K +2,800 New
YAM
1708
Yacktman Asset Management
Texas
$205K +$184K +2,800 New
HHGA
1709
Halbert Hargrove Global Advisors
California
$203K +$181K +2,764 New
SCM
1710
SKBA Capital Management
California
$202K +$181K +2,750 New
WCM
1711
Wedge Capital Management
North Carolina
$202K +$181K +2,756 New
PCA
1712
Personal Capital Advisors
California
$201K +$180K +2,735 New
OCM
1713
Osterweis Capital Management
California
$201K +$180K +2,745 New
POIA
1714
Pin Oak Investment Advisors
Texas
$198K -$38.3K -583 -18%
CAC
1715
Certified Advisory Corp
Florida
$188K -$6.04K -92 -3%
RCC
1716
Red Cedar Capital
Nebraska
$182K
AWM
1717
Aevitas Wealth Management
Massachusetts
$177K -$19.4K -296 -11%
CWM
1718
Catamount Wealth Management
Connecticut
$176K +$26.3K +400 +20%
NFG
1719
Next Financial Group
Texas
$174K -$234K -3,571 -60%
GRP
1720
Global Retirement Partners
California
$173K -$2.82K -43 -2%
LF
1721
Lee Financial
Texas
$171K -$55.5K -845 -27%
MWM
1722
MinichMacGregor Wealth Management
New York
$171K -$2.23K -34 -1%
FCB
1723
First Command Bank
Texas
$168K
FCFS
1724
First Command Financial Services
Texas
$168K
CAL
1725
Capital Advisors Ltd
Ohio
$164K +$73.1K +1,114 +99%