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Name Holding Trade Value Shares
Change
Change in
Stake
BRM
1326
Boston Research & Management
Massachusetts
$296K
CPA
1327
Court Place Advisors
Maryland
$293K
RWMH
1328
Riverpoint Wealth Management Holdings
Illinois
$293K +$745 +4 +0.3%
WG
1329
Welch Group
Alabama
$292K +$275K +1,475 New
SHWM
1330
Smith & Howard Wealth Management
Georgia
$292K +$275K +1,478 New
I
1331
IberiaBank
Louisiana
$290K -$8.19K -44 -3%
MCM
1332
Mengis Capital Management
Oregon
$290K
SS
1333
Simplicity Solutions
Minnesota
$290K +$13.4K +72 +5%
CHP
1334
Cable Hill Partners
Oregon
$288K -$18.4K -99 -6%
OA
1335
Oxbow Advisors
Texas
$287K
RIA
1336
Regal Investment Advisors
Michigan
$286K +$20.7K +111 +8%
MCP
1337
Mirador Capital Partners
California
$285K
CC
1338
Cedar Capital
Illinois
$285K +$20.9K +112 +8%
QCG
1339
Quadrant Capital Group
Ohio
$284K +$8.38K +45 +3%
NWM
1340
Northwest Wealth Management
Iowa
$283K +$4.65K +25 +2%
ORI
1341
Oak Ridge Investments
Illinois
$282K +$265K +1,424 New
FWM
1342
Focused Wealth Management
New York
$281K +$372 +2 +0.1%
EA
1343
Elm Advisors
California
$280K
REMPR
1344
Roof Eidam Maycock Peralta (REMP)
California
$280K
WA1
1345
Wimmer Associates 1
California
$280K +$3.91K +21 +2%
VA
1346
Valmark Advisers
Ohio
$280K +$21.8K +117 +9%
TF
1347
Tompkins Financial
New York
$278K
CCM
1348
CrestPoint Capital Management
Missouri
$277K
ESBC
1349
E.S. Barr & Co
Kentucky
$277K
NA
1350
Nottingham Advisors
New York
$277K