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Name Holding Trade Value Shares
Change
Change in
Stake
ISB
1201
Iowa State Bank
Iowa
$875K +$66.1K +244 +9%
NERM
1202
New England Research & Management
Illinois
$869K -$678K -2,505 -46%
CVM
1203
Cheviot Value Management
California
$869K -$14.1K -52 -2%
HW
1204
Hedeker Wealth
Illinois
$869K
BTIS
1205
BB&T Investment Services
North Carolina
$867K +$16.8K +62 +2%
SA
1206
Strategic Advisors
New York
$866K +$219K +809 +38%
KFA
1207
Kelleher Financial Advisors
New York
$864K +$67.1K +248 +9%
MSTVIM
1208
Messner & Smith Theme Value Investment Management
California
$863K
BG
1209
Bahl & Gaynor
Ohio
$862K +$1.08K +4 +0.1%
FPFS
1210
First Personal Financial Services
North Carolina
$862K +$185K +682 +30%
RC
1211
Reik & Co
New York
$860K +$107K +395 +16%
KFGK
1212
Keystone Financial Group (Kentucky)
Kentucky
$855K +$746K +2,757 New
HIM
1213
Harbour Investment Management
Washington
$850K
SIS
1214
Sound Income Strategies
Florida
$847K +$668K +2,469 New
PGWM
1215
Parisi Gray Wealth Management
New Jersey
$845K +$771K +2,848 New
PCMC
1216
Paragon Capital Management (Colorado)
Colorado
$844K
SBWM
1217
Sunflower Bank Wealth Management
Arizona
$836K -$35.2K -130 -4%
SCM
1218
Sterneck Capital Management
Missouri
$832K -$81.2K -300 -10%
GD
1219
Grandfield & Dodd
New York
$831K +$20.3K +75 +3%
SWA
1220
SFMG Wealth Advisors
Texas
$829K +$54.4K +201 +8%
NFC
1221
Northeast Financial Consultants
Connecticut
$828K +$2.44K +9 +0.3%
AIM
1222
Acropolis Investment Management
Missouri
$828K +$206K +761 +37%
VWA
1223
V Wealth Advisors
Kansas
$826K +$132K +488 +25%
FPA
1224
First Pacific Advisors
California
$826K +$758K +2,800 New
TFS
1225
TrustCore Financial Services
Tennessee
$822K +$754K +2,787 New