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Name Holding Trade Value Shares
Change
Change in
Stake
BFG
1901
Beacon Financial Group
Texas
$237K -$100K -280 -31%
PP
1902
PDS Planning
Ohio
$237K +$357 +1 +0.2%
AIM
1903
Avity Investment Management
Connecticut
$236K – – –
VCM
1904
Vivaldi Capital Management
Illinois
$235K +$221K +617 New
FPGK
1905
Financial Partners Group (Kansas)
Kansas
$231K +$217K +608 New
AWM
1906
Altavista Wealth Management
North Carolina
$229K – – –
EGA
1907
Eagle Global Advisors
Texas
$228K -$2.86K -8 -1%
TIA
1908
Tandem Investment Advisors
South Carolina
$227K -$14.3K -40 -6%
AAM
1909
Autus Asset Management
Arizona
$227K +$14.7K +41 +7%
IHL
1910
Investment House LLC
California
$226K -$152K -425 -42%
KC
1911
Kingfisher Capital
North Carolina
$225K +$1.07K +3 +0.5%
RWMH
1912
Riverpoint Wealth Management Holdings
Illinois
$220K +$715 +2 +0.3%
AIP
1913
Almanack Investment Partners
Pennsylvania
$220K +$3.93K +11 +2%
KTA
1914
Keeley-Teton Advisors
Illinois
$219K – – –
CAG
1915
Csenge Advisory Group
Florida
$219K +$206K +577 New
CFS
1916
Cannon Financial Strategists
Georgia
$218K +$205K +573 New
FAM
1917
Formidable Asset Management
Ohio
$218K -$1.33M -3,714 -87%
ZIC
1918
ZWJ Investment Counsel
Georgia
$218K -$48.3K -135 -19%
MAP
1919
Milestone Advisory Partners
North Carolina
$218K -$2.5K -7 -1%
BS
1920
Bessemer Securities
New York
$218K – – –
FMTCOCP
1921
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$217K -$17.9K -50 -8%
PMFA
1922
Plante Moran Financial Advisors
Michigan
$217K +$22.2K +62 +12%
IWA
1923
Intercontinental Wealth Advisors
Texas
$216K -$5.36K -15 -3%
GAM
1924
Gemmer Asset Management
California
$215K -$5K -14 -2%
BFA
1925
Benedict Financial Advisors
Georgia
$215K – – –