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Name Holding Trade Value Shares
Change
Change in
Stake
JWM
426
Jeppson Wealth Management
California
$257K – – –
BC
427
Burney Company
Virginia
$255K – – –
EVM
428
Evelyn V. Moreno
$255K +$244K +4,597 New
HSA
429
HBK Sorce Advisory
Pennsylvania
$247K -$112K -2,117 -32%
AWM
430
Accurate Wealth Management
Florida
$242K +$5.46K +103 +2%
SFS
431
Stiles Financial Services
Minnesota
$241K +$2.54K +48 +1%
CCA
432
Childress Capital Advisors
Texas
$240K – – –
CCB
433
Country Club Bank
Missouri
$240K +$232K +4,380 New
CT
434
Caldwell Trust
Florida
$240K – – –
PFWA
435
Paces Ferry Wealth Advisors
Georgia
$239K – – –
GI
436
GAMCO Investors
Connecticut
$238K -$40.3K -760 -15%
PBO
437
Peoples Bank (Ohio)
Ohio
$237K +$227K +4,276 New
American Century Companies
438
American Century Companies
Missouri
$234K +$20.3K +382 +10%
GG
439
Gofen & Glossberg
Illinois
$232K – – –
NCM
440
Northside Capital Management
Oregon
$232K – – –
MGP
441
Metis Global Partners
California
$225K +$215K +4,052 New
QI
442
Qtron Investments
Massachusetts
$224K – – –
LAS
443
Lloyd Advisory Services
Georgia
$223K -$1.06K -20 -0.5%
FPS
444
Fieldpoint Private Securities
Connecticut
$223K +$107K +2,009 +100%
MFG
445
MidWestOne Financial Group
Iowa
$222K – – –
CF
446
Centaurus Financial
California
$219K – – –
CAM
447
Cozad Asset Management
Illinois
$219K – – –
GT
448
Glenview Trust
Kentucky
$219K – – –
Koshinski Asset Management
449
Koshinski Asset Management
Illinois
$217K +$9.54K +180 +5%
LFG
450
Lockerman Financial Group
California
$216K – – –