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Name Holding Trade Value Shares
Change
Change in
Stake
NDSI
1151
Newman Dignan & Sheerar Inc
Rhode Island
$234K – – –
SGK
1152
Steigerwald Gordon & Koch
Virginia
$233K -$37.6K -146 -14%
LFA
1153
Legacy Financial Advisors
Kentucky
$232K +$227K +882 New
FPA
1154
First Pacific Advisors
California
$229K – – –
TLCM
1155
Twin Lakes Capital Management
California
$229K – – –
CWA
1156
CJM Wealth Advisers
Virginia
$228K – – –
CA
1157
Claris Advisors
Missouri
$227K -$5.41K -21 -2%
GWM
1158
Gray Wealth Management
Maine
$227K +$222K +861 New
FPIS
1159
Financial Planning & Information Services
Wisconsin
$226K -$3.61K -14 -2%
AFS
1160
Axiom Financial Strategies
Indiana
$226K – – –
WE
1161
Wealth Effects
Massachusetts
$226K – – –
PCP
1162
Proficio Capital Partners
Massachusetts
$226K +$221K +857 New
PPP
1163
Private Portfolio Partners
New Jersey
$225K +$258 +1 +0.1%
BB
1164
Berkshire Bank
Massachusetts
$225K – – –
MGWM
1165
Marks Group Wealth Management
Minnesota
$225K – – –
TL
1166
Tradewinds LLC
North Carolina
$225K +$220K +853 New
BCB
1167
Brian C. Broderick
$223K – – –
ETM
1168
Euclidean Technologies Management
Washington
$223K – – –
JWA
1169
JFS Wealth Advisors
Pennsylvania
$223K +$10.6K +41 +5%
FHA
1170
First Horizon Advisors
Tennessee
$222K +$6.18K +24 +3%
LA
1171
LVW Advisors
New York
$222K +$217K +844 New
AMIM
1172
Aull & Monroe Investment Management
Alabama
$221K – – –
FPCP
1173
Fort Point Capital Partners
California
$221K – – –
HDIM
1174
Hanson & Doremus Investment Management
Vermont
$221K – – –
WCM
1175
Washburn Capital Management
Florida
$219K +$214K +831 New