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Name Holding Trade Value Shares
Change
Change in
Stake
BCM
501
Brookstone Capital Management
Illinois
$631K -$84.9K -2,287 -13%
AMIM
502
Aull & Monroe Investment Management
Alabama
$630K
PP
503
Patten & Patten
Tennessee
$627K -$28K -754 -4%
FA
504
Fiduciary Alliance
South Carolina
$627K +$6.72K +181 +1%
PSP
505
Principal Street Partners
Tennessee
$626K +$301K +8,113 +101%
WFI
506
West Family Investments
California
$617K
IAS
507
Insigneo Advisory Services
Florida
$614K -$392K -10,552 -40%
HPC
508
HM Payson & Co
Maine
$613K +$27.2K +732 +5%
IP
509
Investment Partners
Ohio
$605K +$5.12K +138 +0.9%
MPI
510
Mairs & Power Inc
Minnesota
$604K -$46.4K -1,250 -7%
GI
511
Gradient Investments
Minnesota
$603K +$29K +782 +5%
BFS
512
Burrus Financial Services
Utah
$601K +$928 +25 +0.2%
NAS
513
Nicolet Advisory Services
Wisconsin
$598K +$29.5K +796 +5%
Bessemer Group
514
Bessemer Group
New Jersey
$597K -$67.4K -1,815 -11%
CIA
515
Choate Investment Advisors
Massachusetts
$595K +$4.23K +114 +0.7%
SBIA
516
Sheaff Brock Investment Advisors
Indiana
$593K
ANBT
517
American National Bank & Trust
Texas
$592K +$548K +14,770 +2,792%
AA
518
ALPS Advisors
Colorado
$591K -$98.1K -2,642 -15%
JCM
519
J2 Capital Management
Michigan
$591K -$5.34K -144 -0.9%
ECM
520
Elgethun Capital Management
South Dakota
$589K +$5.12K +138 +0.9%
WAM
521
Weinberger Asset Management
California
$587K -$105K -2,825 -16%
RCA
522
Reitz Capital Advisors
Michigan
$586K +$15.6K +420 +3%
MFG
523
Merit Financial Group
Georgia
$586K +$9.28K +250 +2%
Luther King Capital Management (LKCM)
524
Luther King Capital Management (LKCM)
Texas
$584K +$14.6K +393 +3%
KWM
525
Keebeck Wealth Management
Illinois
$583K