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Name Holding Trade Value Shares
Change
Change in
Stake
PFA
1001
Pure Financial Advisors
California
$258K – – –
BCA
1002
Berman Capital Advisors
Georgia
$258K +$87.2K +349 +47%
HPWM
1003
Highland Private Wealth Management
Washington
$256K +$2.25K +9 +0.8%
VDI
1004
Vaughan David Investments
Illinois
$255K -$3K -12 -1%
FA
1005
Fountainhead AM
New Jersey
$255K +$264K +1,057 New
PWPS
1006
Pinnacle Wealth Planning Services
Ohio
$254K +$3.25K +13 +1%
EFSCE
1007
Enterprise Financial Services Corp (EFSC)
Missouri
$253K +$749 +3 +0.3%
CWA
1008
Clearview Wealth Advisors
Oregon
$249K – – –
CTA
1009
Colonial Trust Advisors
South Carolina
$249K +$262K +1,050 New
IF
1010
Ironwood Financial
Arizona
$248K – – –
AC
1011
Abbrea Capital
California
$244K – – –
SGK
1012
Steigerwald Gordon & Koch
Virginia
$244K – – –
LWM
1013
Lyell Wealth Management
California
$244K +$26.2K +105 +11%
ST
1014
Smithfield Trust
Pennsylvania
$244K +$28.5K +114 +12%
AIA
1015
Affinity Investment Advisors
California
$244K +$257K +1,030 New
OBWG
1016
Onyx Bridge Wealth Group
New York
$244K +$260K +1,042 New
KA
1017
KLCM Advisors
Wisconsin
$243K -$263K -1,053 -51%
WT
1018
Washington Trust
Rhode Island
$243K -$9.49K -38 -4%
CT
1019
Chicago Trust
Illinois
$243K +$9.99K +40 +4%
MAFM
1020
Mid Atlantic Financial Management
Pennsylvania
$243K +$256K +1,024 New
KFP
1021
KB Financial Partners
New Jersey
$239K -$57.2K -229 -19%
PCA
1022
Personal Capital Advisors
California
$239K +$250 +1 +0.1%
GIA
1023
Granite Investment Advisors
New Hampshire
$239K +$1.75K +7 +0.7%
CCA
1024
Childress Capital Advisors
Texas
$239K +$30K +120 +13%
DHFB
1025
Dixon Hubard Feinour & Brown
Virginia
$237K – – –