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Name Holding Trade Value Shares
Change
Change in
Stake
BCM
1551
BTR Capital Management
California
$337K +$23.3K +122 +7%
CGA
1552
Crescent Grove Advisors
Illinois
$336K -$573 -3 -0.2%
IWC
1553
Integrated Wealth Concepts
Massachusetts
$335K +$80.6K +422 +31%
BFO
1554
Biltmore Family Office
North Carolina
$334K
WCF
1555
West Coast Financial
California
$332K -$18.3K -96 -5%
GAM
1556
GQ Asset Management
New York
$332K +$334K +1,750 New
CTA
1557
Colonial Trust Advisors
South Carolina
$331K -$47.7K -250 -13%
ACM
1558
Ategra Capital Management
Virginia
$331K +$333K +1,742 New
FAM
1559
Fenimore Asset Management
New York
$330K
WA
1560
WBH Advisory
Maryland
$329K +$382 +2 +0.1%
FA
1561
Fortis Advisors
Pennsylvania
$328K -$2.67K -14 -0.8%
CFGS
1562
Concourse Financial Group Securities
Alabama
$326K -$36.7K -192 -10%
KWMG
1563
King Wealth Management Group
Florida
$326K +$382 +2 +0.1%
TCPWM
1564
Traverso Chambers Private Wealth Management
California
$325K -$573 -3 -0.2%
AOWM
1565
Alpha Omega Wealth Management
Virginia
$325K +$4.77K +25 +1%
RCAMU
1566
Rothschild & Co Asset Management US
Connecticut
$323K -$421K -2,206 -56%
CFSG
1567
Community Financial Services Group
Vermont
$323K
SP
1568
Successful Portfolios
Florida
$323K
LC
1569
Landaas & Company
Wisconsin
$322K +$974K +5,098 +292%
CAM
1570
Cubic Asset Management
Massachusetts
$321K -$65.9K -345 -17%
SPI
1571
Santori & Peters Inc
Pennsylvania
$321K +$2.29K +12 +0.7%
WG
1572
Winton Group
United Kingdom
$321K +$33.2K +174 +11%
ICM
1573
IMS Capital Management
Oregon
$320K
RIG
1574
Renaissance Investment Group
Massachusetts
$318K +$319K +1,673 New
CTI
1575
Community Trust & Investment
Kentucky
$318K +$320K +1,676 New