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Name Holding Trade Value Shares
Change
Change in
Stake
CPA
801
Court Place Advisors
Maryland
$364K
UR
802
USCA RIA
Texas
$364K
WIM
803
Westside Investment Management
California
$362K +$16K +117 +5%
AL
804
Aspiriant LLC
California
$361K -$1.01M -7,396 -74%
TIA
805
Tiemann Investment Advisors
California
$361K
MHC
806
Meyer Handelman Company
New York
$354K
PTB
807
Pioneer Trust Bank
Oregon
$354K
FWM
808
Frontier Wealth Management
Missouri
$350K +$13.7K +100 +4%
BFEC
809
Benjamin F. Edwards & Company
Missouri
$348K +$14.1K +103 +4%
ADL
810
Asset Dedication LLC
California
$341K
IIC
811
Integrated Investment Consultants
Michigan
$339K
CC
812
Cedar Capital
Illinois
$339K +$35.7K +261 +12%
FA
813
FCG Advisors
New Jersey
$335K
GLA
814
Great Lakes Advisors
Illinois
$333K +$13.8K +101 +4%
PHAM
815
Palisades Hudson Asset Management
Florida
$331K -$122K -890 -28%
MPI
816
Mairs & Power Inc
Minnesota
$331K -$28.5K -208 -8%
CA
817
Callahan Advisors
Texas
$331K +$13.7K +100 +4%
BB
818
Busey Bank
Illinois
$330K +$10.8K +79 +4%
Fuller & Thaler Asset Management
819
Fuller & Thaler Asset Management
California
$325K
PCM
820
Penserra Capital Management
California
$323K +$36.1K +264 +13%
FFSOTS
821
Fiduciary Financial Services of The Southwest
Texas
$323K +$313K +2,286 New
SBIA
822
Sheaff Brock Investment Advisors
Indiana
$320K -$114K -830 -27%
FPFS
823
First Personal Financial Services
North Carolina
$319K +$48.6K +355 +19%
IH
824
IFC Holdings
Florida
$317K -$193K -1,409 -38%
SA
825
Sicart Associates
New York
$311K