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Name Holding Trade Value Shares
Change
Change in
Stake
VDI
1001
Vaughan David Investments
Illinois
$255K -$3K -12 -1%
FA
1002
Fountainhead AM
New Jersey
$255K +$264K +1,057 New
PWPS
1003
Pinnacle Wealth Planning Services
Ohio
$254K +$3.25K +13 +1%
EFSCE
1004
Enterprise Financial Services Corp (EFSC)
Missouri
$253K +$749 +3 +0.3%
CWA
1005
Clearview Wealth Advisors
Oregon
$249K
CTA
1006
Colonial Trust Advisors
South Carolina
$249K +$262K +1,050 New
IF
1007
Ironwood Financial
Arizona
$248K
AC
1008
Abbrea Capital
California
$244K
SGK
1009
Steigerwald Gordon & Koch
Virginia
$244K
LWM
1010
Lyell Wealth Management
California
$244K +$26.2K +105 +11%
ST
1011
Smithfield Trust
Pennsylvania
$244K +$28.5K +114 +12%
AIA
1012
Affinity Investment Advisors
California
$244K +$257K +1,030 New
OBWG
1013
Onyx Bridge Wealth Group
New York
$244K +$260K +1,042 New
KA
1014
KLCM Advisors
Wisconsin
$243K -$263K -1,053 -51%
WT
1015
Washington Trust
Rhode Island
$243K -$9.49K -38 -4%
CT
1016
Chicago Trust
Illinois
$243K +$9.99K +40 +4%
MAFM
1017
Mid Atlantic Financial Management
Pennsylvania
$243K +$256K +1,024 New
SCA
1018
Stonebridge Capital Advisors
Minnesota
$241K +$124K +495 +96%
KFP
1019
KB Financial Partners
New Jersey
$239K -$57.2K -229 -19%
PCA
1020
Personal Capital Advisors
California
$239K +$250 +1 +0.1%
GIA
1021
Granite Investment Advisors
New Hampshire
$239K +$1.75K +7 +0.7%
CCA
1022
Childress Capital Advisors
Texas
$239K +$30K +120 +13%
DHFB
1023
Dixon Hubard Feinour & Brown
Virginia
$237K
PRWA
1024
Platte River Wealth Advisors
Colorado
$237K
FGAM
1025
Financial Gravity Asset Management
Texas
$237K +$4.25K +17 New