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Name Holding Trade Value Shares
Change
Change in
Stake
SIM
1801
Sonora Investment Management
Arizona
$850K +$30.2K +380 +4%
BIA
1802
BHK Investment Advisors
Alabama
$848K +$308K +3,880 +64%
BCP
1803
Blue Chip Partners
Michigan
$840K -$71.4K -900 -8%
SHA
1804
Seneca House Advisors
Virginia
$840K +$39.7K +500 +5%
JWM
1805
JGP Wealth Management
Oregon
$836K +$781K +9,840 New
WLIM
1806
White Lighthouse Investment Management
Massachusetts
$835K +$3.17K +40 +0.4%
BWM
1807
Bernicke Wealth Management
Wisconsin
$833K +$1.59K +20 +0.2%
CCMW
1808
Cypress Capital Management (Wyoming)
Wyoming
$833K +$31.7K +400 +4%
SCA
1809
Stillwater Capital Advisors
Pennsylvania
$833K +$229K +2,880 +42%
TFA
1810
Toth Financial Advisory
Virginia
$830K -$25.4K -320 -3%
TA
1811
Trellis Advisors
Washington
$826K -$42.9K -540 -5%
MBA
1812
McQueen Ball & Associates
Pennsylvania
$821K
CP
1813
Cumberland Partners
Ontario, Canada
$821K +$767K +9,660 New
NB
1814
Nicolet Bankshares
Wisconsin
$819K -$219K -2,760 -22%
NSAM
1815
North Star Asset Management
Wisconsin
$818K -$12.7K -160 -2%
NB
1816
NBT Bank
New York
$816K -$30.2K -380 -4%
KCP
1817
KDI Capital Partners
North Carolina
$816K
TDC
1818
Thompson Davis & Co
Virginia
$807K +$84.1K +1,060 +13%
RFA
1819
Reilly Financial Advisors
California
$806K -$71.4K -900 -9%
PP
1820
Palladium Partners
Virginia
$804K -$31.7K -400 -4%
MYIA
1821
Mount Yale Investment Advisors
Colorado
$802K -$23.8K -300 -3%
HI
1822
Handelsinvest Investeringsforvaltning
Denmark
$802K
VWM
1823
Venturi Wealth Management
Texas
$801K -$58.7K -740 -8%
FCCM
1824
First City Capital Management
Georgia
$790K
WFG
1825
Wills Financial Group
Virginia
$788K