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Name Holding Trade Value Shares
Change
Change in
Stake
VCM
2076
Virtue Capital Management
Tennessee
$388K
AWCI
2077
Alpine Woods Capital Investors
New York
$388K -$128K -1,220 -23%
NWA
2078
New World Advisors
Massachusetts
$388K +$3.36K +32 +0.8%
SRC
2079
Stone Run Capital
New York
$387K
WAM
2080
Westport Asset Management
Connecticut
$387K
KOC
2081
Koss-Olinger Consulting
Florida
$387K -$54.3K -517 -11%
CP
2082
Castleview Partners
Texas
$386K +$16.6K +158 +4%
JE
2083
JMAC Enterprises
Pennsylvania
$385K
CWM
2084
Cranbrook Wealth Management
Michigan
$384K
PA
2085
Probity Advisors
Texas
$384K +$3.36K +32 +0.8%
SF
2086
Slagle Financial
Illinois
$383K +$2.94K +28 +0.7%
BI
2087
Ballast Inc
Kentucky
$381K +$2.84K +27 +0.7%
BF
2088
Brogan Financial
Tennessee
$380K +$420 +4 +0.1%
LA
2089
LVW Advisors
New York
$380K +$31.7K +302 +8%
LPAM
2090
Lodestar Private Asset Management
California
$379K -$12.4K -118 -3%
HWMG
2091
Hurlow Wealth Management Group
Indiana
$379K -$735 -7 -0.2%
CFG
2092
Cooper Financial Group
California
$379K -$3.36K -32 -0.8%
NCM
2093
Northside Capital Management
Oregon
$378K
KIA
2094
KLR Investment Advisors
Rhode Island
$377K -$31.2K -297 -7%
FPFS
2095
First Personal Financial Services
North Carolina
$375K -$11.3K -108 -3%
MKA
2096
M. Kulyk & Associates
Georgia
$374K -$36.1K -344 -8%
SFS
2097
Security Financial Services
Indiana
$374K -$23.7K -226 -6%
RA
2098
Riversedge Advisors
Delaware
$373K +$735 +7 +0.2%
VST
2099
Van Strum & Towne
California
$371K
HFM
2100
Hartford Funds Management
Pennsylvania
$370K +$17.8K +169 +5%