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Name Holding Trade Value Shares
Change
Change in
Stake
PIC
3176
Portland Investment Counsel
Ontario, Canada
$833K
OAM
3177
Oak Asset Management
California
$831K -$1.14M -9,080 -54%
CMP
3178
Courage Miller Partners
Virginia
$831K
AFM
3179
Andesa Financial Management
Pennsylvania
$830K -$10.9K -87 -1%
Q
3180
QVR
California
$829K -$2.03M -16,231 -68%
MFGM
3181
Marshall Financial Group (Maryland)
Maryland
$829K +$2.63K +21 +0.3%
KOCAA
3182
Knights of Columbus Asset Advisors
Connecticut
$828K -$23.3K -186 -2%
LPIC
3183
LeJeune Puetz Investment Counsel
Michigan
$828K +$52.6K +420 +6%
MWM
3184
Mascoma Wealth Management
New Hampshire
$828K +$85.1K +680 +10%
RRA
3185
Round Rock Advisors
Connecticut
$825K +$4K +32 +0.4%
CI
3186
Cavalier Investments
Georgia
$823K -$86.1K -688 -8%
CIAS
3187
CFS Investment Advisory Services
New Jersey
$823K +$969K +7,746 New
TI
3188
TTP Investments
California
$822K -$1.45M -11,599 -60%
PD
3189
Planning Directions
Pennsylvania
$822K +$678K +5,420 +234%
BFS
3190
Beacon Financial Strategies
North Carolina
$822K -$626 -5 -0.1%
SDWMA
3191
Schneider Downs Wealth Management Advisors
Pennsylvania
$821K +$43.5K +348 +5%
CC
3192
Constitution Capital
Connecticut
$820K -$37.5K -300 -4%
FCMT
3193
Founders Capital Management (Texas)
Texas
$820K +$64.9K +519 +7%
NA
3194
Navellier & Associates
Nevada
$818K +$87.6K +700 +10%
FNB
3195
Farmers National Bank
Kentucky
$817K +$230K +1,837 +31%
NCM
3196
New Capital Management
Texas
$812K -$45K -360 -5%
TDC
3197
Thompson Davis & Co
Virginia
$810K -$443K -3,537 -32%
AWP
3198
Abacus Wealth Partners
California
$809K -$278K -2,220 -23%
SWM
3199
Shelton Wealth Management
Texas
$807K +$60.1K +480 +7%
ASFA
3200
All Season Financial Advisors
Colorado
$806K -$14K -112 -1%