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Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
1801
Capital Investment Advisory Services
North Carolina
$350K +$75.8K +208 +29%
GCM
1802
Gunderson Capital Management
South Carolina
$347K -$3.41M -9,356 -91%
FIM
1803
Freedom Investment Management
Connecticut
$347K -$62K -170 -15%
AOWM
1804
Alpha Omega Wealth Management
Virginia
$345K
WIC
1805
Whitegate Investment Counselors
New Hampshire
$345K +$365 +1 +0.1%
WAM
1806
Winslow Asset Management
Ohio
$345K +$20.8K +57 +6%
KM
1807
Kalos Management
Georgia
$344K -$9.12K -25 -3%
CCM
1808
Colorado Capital Management
Colorado
$343K
SIG
1809
Sky Investment Group
Connecticut
$343K
CIC
1810
Cornercap Investment Counsel
Georgia
$341K
MAA
1811
Matrix Asset Advisors
New York
$341K +$14.6K +40 +4%
LAIC
1812
Lederer & Associates Investment Counsel
California
$341K +$104K +285 +44%
PSG
1813
Planning Solutions Group
Maryland
$340K -$44.9K -123 -12%
HCM
1814
Hall Capital Management
Rhode Island
$340K -$25.5K -70 -7%
GIA
1815
GHP Investment Advisors
Colorado
$340K -$19.3K -53 -5%
TWM
1816
Titus Wealth Management
California
$337K -$27.3K -75 -7%
BFWA
1817
Benchmark Financial Wealth Advisors
Florida
$337K +$46.7K +128 +16%
B
1818
Bellecapital
Switzerland
$336K -$119K -327 -26%
DG
1819
Delek Group
Israel
$335K -$673K -1,847 -66%
F
1820
Filament
Washington
$333K +$365 +1 +0.1%
JFL
1821
Jarislowsky, Fraser Ltd
Quebec, Canada
$331K -$36.5K -100 -10%
HPIA
1822
Hamilton Point Investment Advisors
North Carolina
$331K +$19K +52 +6%
PCM
1823
Palisade Capital Management
New Jersey
$328K +$36.5K +100 +13%
BFG
1824
Beacon Financial Group
Texas
$327K +$4.74K +13 +1%
FNBTCON
1825
First National Bank & Trust Co of Newtown
Pennsylvania
$326K -$91.2K -250 -22%