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Name Holding Trade Value Shares
Change
Change in
Stake
BC
426
Burney Company
Virginia
$255K
EVM
427
Evelyn V. Moreno
$255K +$244K +4,597 New
HSA
428
HBK Sorce Advisory
Pennsylvania
$247K -$112K -2,117 -32%
AWM
429
Accurate Wealth Management
Florida
$242K +$5.46K +103 +2%
SFS
430
Stiles Financial Services
Minnesota
$241K +$2.54K +48 +1%
CCA
431
Childress Capital Advisors
Texas
$240K
CCB
432
Country Club Bank
Missouri
$240K +$232K +4,380 New
CT
433
Caldwell Trust
Florida
$240K
PFWA
434
Paces Ferry Wealth Advisors
Georgia
$239K
GI
435
GAMCO Investors
Connecticut
$238K -$40.3K -760 -15%
PBO
436
Peoples Bank (Ohio)
Ohio
$237K +$227K +4,276 New
American Century Companies
437
American Century Companies
Missouri
$234K +$20.3K +382 +10%
GG
438
Gofen & Glossberg
Illinois
$232K
NCM
439
Northside Capital Management
Oregon
$232K
MGP
440
Metis Global Partners
California
$225K +$215K +4,052 New
QI
441
Qtron Investments
Massachusetts
$224K
LAS
442
Lloyd Advisory Services
Georgia
$223K -$1.06K -20 -0.5%
FPS
443
Fieldpoint Private Securities
Connecticut
$223K +$107K +2,009 +100%
MFG
444
MidWestOne Financial Group
Iowa
$222K
CF
445
Centaurus Financial
California
$219K
CAM
446
Cozad Asset Management
Illinois
$219K
GT
447
Glenview Trust
Kentucky
$219K
Koshinski Asset Management
448
Koshinski Asset Management
Illinois
$217K +$9.54K +180 +5%
LFG
449
Lockerman Financial Group
California
$216K
T
450
TNF
Montana
$216K +$371 +7 +0.2%