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Name Holding Trade Value Shares
Change
Change in
Stake
PCMK
1401
Paragon Capital Management (Kansas)
Kansas
$798K -$63.3K -186 -8%
JTF
1402
J. Team Financial
Texas
$797K -$61.6K -181 -7%
CWM
1403
Chesapeake Wealth Management
Virginia
$796K -$3.4K -10 -0.4%
TWM
1404
Tolleson Wealth Management
Texas
$791K – – –
AW
1405
Alaethes Wealth
Nevada
$790K +$3.4K +10 +0.4%
SS
1406
Sunbelt Securities
Texas
$786K -$289K -851 -27%
Capital Analysts LLC
1407
Capital Analysts LLC
Pennsylvania
$786K -$4.83M -14,203 -86%
BCFD
1408
Boit C.F. David
$785K +$17K +50 +2%
TWP
1409
Tempus Wealth Planning
California
$780K +$65.3K +192 +9%
KJHP
1410
K.J. Harrison & Partners
Ontario, Canada
$774K +$752K +2,212 New
PWS
1411
Peloton Wealth Strategists
Indiana
$772K -$1.18M -3,465 -61%
Azimuth Capital Investment Management
1412
Azimuth Capital Investment Management
Michigan
$771K -$6.8K -20 -0.9%
SL
1413
Sentinus LLC
Illinois
$771K +$461K +1,355 +160%
PFBT
1414
Parkside Financial Bank & Trust
Missouri
$770K +$9.86K +29 +1%
PG
1415
Proffitt & Goodson
Tennessee
$770K +$72.8K +214 +11%
UIM
1416
Unified Investment Management
Georgia
$766K +$29.2K +86 +4%
KFAS
1417
Keating Financial Advisory Services
Kansas
$764K +$742K +2,183 New
BA
1418
Ballast Advisors
Minnesota
$761K -$23.5K -69 -3%
KIC
1419
Kensington Investment Counsel
California
$760K +$90.8K +267 +14%
NFG
1420
Northbridge Financial Group
Florida
$758K +$737K +2,167 New
KMWM
1421
Keudell/Morrison Wealth Management
Oregon
$756K +$735K +2,161 New
MMG
1422
Monetary Management Group
Missouri
$754K +$231K +680 +46%
VST
1423
Van Strum & Towne
California
$754K -$211K -620 -22%
Signature Estate & Investment Advisors
1424
Signature Estate & Investment Advisors
California
$752K -$206K -606 -22%
GFP
1425
Gryphon Financial Partners
Ohio
$751K -$16.3K -48 -2%