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Name Holding Trade Value Shares
Change
Change in
Stake
WG
1701
Welch Group
Alabama
$217K -$30.8K -172 -13%
BRM
1702
Boston Research & Management
Massachusetts
$217K – – –
HC
1703
Hamilton Capital
Ohio
$217K +$211K +1,180 New
AA
1704
AlphaMark Advisors
Kentucky
$216K -$45.7K -255 -18%
BFC
1705
Bedel Financial Consulting
Indiana
$216K – – –
HFS
1706
Howard Financial Services
Texas
$216K – – –
HCM
1707
Harvest Capital Management
New Hampshire
$215K +$2.15K +12 +1%
AW
1708
Alpha Windward
Massachusetts
$214K -$75K -419 -26%
TI
1709
Truehand Inc
New Hampshire
$214K – – –
CAN
1710
Claraphi Advisory Network
United States
$214K +$208K +1,161 New
WFM
1711
Wolff Financial Management
Michigan
$214K +$208K +1,162 New
RWM
1712
RBA Wealth Management
California
$213K -$23.3K -130 -10%
FC
1713
Fulcrum Capital
Washington
$212K -$20.6K -115 -9%
SFFS
1714
Stonehage Fleming Financial Services
Jersey
$212K – – –
JCM
1715
Jag Capital Management
Missouri
$211K +$8.06K +45 +4%
SFG
1716
Summit Financial Group
West Virginia
$209K -$11.8K -66 -5%
GCM
1717
Gables Capital Management
Florida
$209K – – –
AAP
1718
Arax Advisory Partners
Colorado
$209K +$203K +1,136 New
MA
1719
MCF Advisors
Kentucky
$207K – – –
RMAM
1720
Raab & Moskowitz Asset Management
New Jersey
$207K +$202K +1,126 New
WCM
1721
Wedge Capital Management
North Carolina
$206K +$200K +1,118 New
SICM
1722
Sustainable Insight Capital Management
New York
$205K -$71.6K -400 -26%
HDIM
1723
Hanson & Doremus Investment Management
Vermont
$204K – – –
RWM
1724
RKL Wealth Management
Pennsylvania
$204K +$197K +1,102 New
HHGA
1725
Halbert Hargrove Global Advisors
California
$203K -$716 -4 -0.4%