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Name Holding Trade Value Shares
Change
Change in
Stake
CCA
1026
Conestoga Capital Advisors
Pennsylvania
$311K -$22.4K -110 -7%
PJSIMP
1027
P.J. Schmidt Investment Management (PJS)
Wisconsin
$309K -$40.7K -200 -12%
BSW
1028
Buckingham Strategic Wealth
Missouri
$308K +$26.8K +132 +10%
AW
1029
Alpha Windward
Massachusetts
$306K -$31.7K -156 -10%
EF
1030
Empirical Finance
Pennsylvania
$306K +$233K +1,147 New
GCC
1031
Guardian Capital (Canada)
Ontario, Canada
$306K +$288K +1,418 New
CCA
1032
Cobblestone Capital Advisors
New York
$298K
Fayez Sarofim & Co
1033
Fayez Sarofim & Co
Texas
$298K
MA
1034
MANA Advisors
New York
$295K -$855K -4,204 -76%
PCP
1035
Proficio Capital Partners
Massachusetts
$295K +$16.5K +81 +6%
PNC
1036
Park National Corp
Ohio
$294K -$24K -118 -8%
FP
1037
Foundry Partners
Minnesota
$293K -$44.1K -217 -14%
MGAM
1038
McGowan Group Asset Management
Texas
$293K
CWA
1039
Clarus Wealth Advisors
Arizona
$290K +$273K +1,343 New
GCA
1040
Gideon Capital Advisors
New York
$289K +$272K +1,337 New
WCA
1041
Westover Capital Advisors
Delaware
$287K -$279K -1,372 -51%
MWM
1042
Mission Wealth Management
California
$286K
CIC
1043
Carnegie Investment Counsel
Ohio
$285K -$356K -1,750 -60%
RWP
1044
RWA Wealth Partners
Massachusetts
$285K -$5.69K -28 -2%
HHGA
1045
Halbert Hargrove Global Advisors
California
$285K -$4.88K -24 -2%
SIAP
1046
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$284K
FNT
1047
First National Trust
Pennsylvania
$283K +$2.44K +12 +0.9%
SFG
1048
Summit Financial Group
West Virginia
$279K -$10.2K -50 -4%
CRWM
1049
Castle Rock Wealth Management
California
$279K +$262K +1,289 New
HCP
1050
Holt Capital Partners
Texas
$276K