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Name Holding Trade Value Shares
Change
Change in
Stake
WFM
1701
Wolff Financial Management
Michigan
$214K +$208K +1,162 New
RWM
1702
RBA Wealth Management
California
$213K -$23.3K -130 -10%
FC
1703
Fulcrum Capital
Washington
$212K -$20.6K -115 -9%
SFFS
1704
Stonehage Fleming Financial Services
Jersey
$212K
JCM
1705
Jag Capital Management
Missouri
$211K +$8.06K +45 +4%
SFG
1706
Summit Financial Group
West Virginia
$209K -$11.8K -66 -5%
GCM
1707
Gables Capital Management
Florida
$209K
AAP
1708
Arax Advisory Partners
Colorado
$209K +$203K +1,136 New
MA
1709
MCF Advisors
Kentucky
$207K
RMAM
1710
Raab & Moskowitz Asset Management
New Jersey
$207K +$202K +1,126 New
WCM
1711
Wedge Capital Management
North Carolina
$206K +$200K +1,118 New
SICM
1712
Sustainable Insight Capital Management
New York
$205K -$71.6K -400 -26%
HDIM
1713
Hanson & Doremus Investment Management
Vermont
$204K
RWM
1714
RKL Wealth Management
Pennsylvania
$204K +$197K +1,102 New
HHGA
1715
Halbert Hargrove Global Advisors
California
$203K -$716 -4 -0.4%
SCM
1716
Salem Capital Management
Massachusetts
$203K
DACG
1717
Donor Advised Charitable Giving
California
$203K +$197K +1,100 New
WSCM
1718
Wellington Shields Capital Management
New York
$203K +$197K +1,100 New
DHFB
1719
Dixon Hubard Feinour & Brown
Virginia
$202K -$21.3K -119 -10%
VR
1720
Viridian RIA
Washington
$202K -$8.95K -50 -4%
TVAMP
1721
Tennessee Valley Asset Management Partners
Tennessee
$202K +$196K +1,095 New
CAM
1722
Concorde Asset Management
Michigan
$201K -$3.4K -19 -2%
DDPIC
1723
Deroy & Devereaux Private Investment Counsel
Michigan
$201K
FLAM
1724
First Light Asset Management
Minnesota
$201K
VA
1725
Valmark Advisers
Ohio
$200K -$4.3K -24 -2%