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Name Holding Trade Value Shares
Change
Change in
Stake
DMC
1676
Drexel Morgan & Co
Pennsylvania
$294K -$34.4K -100 -10%
GP
1677
Geneva Partners
Wisconsin
$294K +$301K +875 New
BCM
1678
Boltwood Capital Management
California
$293K
LRIA
1679
Leonard Rickey Investment Advisors
Washington
$293K
TCM
1680
Telos Capital Management
California
$291K -$32K -93 -10%
BKA
1681
Brick & Kyle Associates
Pennsylvania
$287K -$17.2K -50 -6%
KLWA
1682
Kelly Lawrence W & Associates
California
$287K
CA
1683
Capital Advantage
California
$286K
HWA
1684
Heritage Wealth Advisors
Virginia
$286K
AIP
1685
Almanack Investment Partners
Pennsylvania
$286K +$59.2K +172 +25%
AA
1686
Alesco Advisors
New York
$285K
RP
1687
Riverbridge Partners
Minnesota
$285K
NFG
1688
Nadler Financial Group
Illinois
$282K +$7.91K +23 +3%
IGGA
1689
Iron Gate Global Advisors
Utah
$281K +$288K +838 New
HPIA
1690
Hamilton Point Investment Advisors
North Carolina
$280K
VBFG
1691
Vishria Bird Financial Group
Tennessee
$280K +$287K +835 New
RWM
1692
RKL Wealth Management
Pennsylvania
$277K -$44.7K -130 -14%
SNBOSD
1693
Security National Bank of So Dak
Iowa
$277K
TAM
1694
Taurus Asset Management
New York
$277K
PWG
1695
Private Wealth Group
Florida
$277K +$1.38K +4 +0.5%
CWSR
1696
Chessman Wealth Strategies RIA
Texas
$276K
PCM
1697
Peak Capital Management
Colorado
$276K +$282K +821 New
DCM
1698
Dynamic Capital Management
Jersey
$276K +$283K +824 New
APG
1699
Abacus Planning Group
South Carolina
$275K
MSFP
1700
Mark Sheptoff Financial Planning
Connecticut
$275K +$3.44K +10 +1%