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Name Holding Trade Value Shares
Change
Change in
Stake
W
1451
Wealthquest
Ohio
$470K -$78.3K -377 -14%
CS
1452
Capital Square
Tennessee
$468K +$2.08K +10 +0.5%
HCA
1453
Harbour Capital Advisors
Virginia
$466K – – –
MIC
1454
Meridian Investment Counsel
California
$465K – – –
TFP
1455
TrueWealth Financial Partners
Washington
$465K – – –
PIM
1456
Penobscot Investment Management
Massachusetts
$464K – – –
GD
1457
Grandfield & Dodd
New York
$463K +$5.61K +27 +1%
JAWM
1458
J. Arnold Wealth Management
Ohio
$462K -$37K -178 -8%
CICI
1459
Capital Investment Counsel Inc
North Carolina
$462K – – –
FRM
1460
Fox Run Management
Connecticut
$461K +$454K +2,184 New
CCM
1461
Chickasaw Capital Management
Tennessee
$460K – – –
FCCM
1462
First City Capital Management
Georgia
$459K -$31.2K -150 -6%
IWM
1463
Integris Wealth Management
California
$458K +$208 +1 +0%
OCM
1464
Objective Capital Management
Ohio
$458K +$33K +159 +8%
BLC
1465
Brown, Lisle/Cummings
Rhode Island
$457K – – –
LA
1466
Lifeworks Advisors
Michigan
$457K -$35.3K -170 -7%
WB
1467
Webster Bank
Connecticut
$456K – – –
AIC
1468
Archer Investment Corporation
Indiana
$455K +$15.4K +74 +4%
OPWM
1469
Oxinas Partners Wealth Management
Indiana
$454K -$420K -2,024 -49%
CFA
1470
Cahill Financial Advisors
Minnesota
$453K +$105K +504 +31%
SFWA
1471
Summit Financial Wealth Advisors
Louisiana
$453K -$128K -614 -22%
PP
1472
Patron Partners
Texas
$453K +$28.9K +139 +7%
Bank Julius Baer & Co
1473
Bank Julius Baer & Co
Switzerland
$452K +$191K +921 +75%
TVAMP
1474
Tennessee Valley Asset Management Partners
Tennessee
$452K – – –
MWM
1475
Massachusetts Wealth Management
Massachusetts
$449K +$72.7K +350 +20%