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Name Holding Trade Value Shares
Change
Change in
Stake
ACM
1601
Armbruster Capital Management
New York
$661K
AGC
1602
Aspen Grove Capital
Colorado
$660K +$674K +2,514 New
CD
1603
Chapin Davis
Maryland
$660K +$674K +2,514 New
AF
1604
Apexium Financial
Texas
$660K +$128K +476 +23%
TCPWM
1605
Traverso Chambers Private Wealth Management
California
$659K -$6.7K -25 -1%
IFG
1606
Independent Financial Group
California
$658K -$27.3K -102 -4%
AA
1607
Auxano Advisors
Washington
$658K +$2.41K +9 +0.4%
HA
1608
Harfst & Associates
Wyoming
$657K -$12.6K -47 -2%
LPT
1609
Legacy Private Trust
Wisconsin
$653K
WDL
1610
Well Done LLC
Michigan
$652K +$22.2K +83 +3%
PCS
1611
Personal CFO Solutions
New Jersey
$652K +$47.4K +177 +8%
CIM
1612
CIM Investment Management
Pennsylvania
$651K -$17.7K -66 -3%
BAM
1613
Bosun Asset Management
Illinois
$650K -$6.7K -25 -1%
VWM
1614
Venturi Wealth Management
Texas
$650K +$20.1K +75 +3%
SCM
1615
Stonebridge Capital Management
California
$649K
BONH
1616
Bank of New Hampshire
New Hampshire
$648K -$12.6K -47 -2%
LSA
1617
Lion Street Advisors
Texas
$647K -$418K -1,561 -33%
NCM
1618
NCM Capital Management
New Jersey
$646K -$2.68K -10 -0.4%
NAS
1619
Nicolet Advisory Services
Wisconsin
$645K +$60.9K +227 +11%
CAG
1620
Csenge Advisory Group
Florida
$642K +$19.8K +74 +3%
HFBOT
1621
Home Federal Bank of Tennessee
Tennessee
$640K +$80.4K +300 +14%
CSB
1622
City State Bank
Iowa
$638K -$7.24K -27 -1%
PNC
1623
Park National Corp
Ohio
$637K -$62.7K -234 -9%
SIC
1624
Sterling Investment Counsel
New York
$636K +$18.2K +68 +3%
EWM
1625
Elite Wealth Management
Washington
$633K +$9.38K +35 +1%