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Name Holding Trade Value Shares
Change
Change in
Stake
RMDI
1201
R.M. Davis Inc
Maine
$280K +$35.8K +113 +15%
KFSC
1202
Keystone Financial Services (Colorado)
Colorado
$279K -$95.6K -302 -26%
HFAS
1203
Hummer Financial Advisory Services
Illinois
$279K – – –
FPCP
1204
Fort Point Capital Partners
California
$278K – – –
HDIM
1205
Hanson & Doremus Investment Management
Vermont
$278K – – –
AMIM
1206
Aull & Monroe Investment Management
Alabama
$278K – – –
AWA
1207
Arete Wealth Advisors
Illinois
$276K -$6.33K -20 -2%
GWP
1208
Gateway Wealth Partners
Wisconsin
$275K +$262K +829 New
C
1209
Covestor
United Kingdom
$274K -$55.4K -175 -17%
SCI
1210
S&CO Inc
Massachusetts
$273K – – –
SB
1211
Strategic Blueprint
Georgia
$272K +$260K +822 New
FRA
1212
Frank Rimerman Advisors
California
$272K -$1.58K -5 -0.6%
HWA
1213
HCR Wealth Advisors
California
$272K – – –
FWM
1214
Focused Wealth Management
New York
$270K – – –
JFGIW
1215
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$269K -$6.01K -19 -2%
NB
1216
Nicolet Bankshares
Wisconsin
$269K -$4.11K -13 -2%
GWS
1217
Glassman Wealth Services
Virginia
$268K +$316 +1 +0.1%
PTCG
1218
Pring Turner Capital Group
California
$267K – – –
FH
1219
FWG Holdings
Florida
$267K -$68K -215 -21%
BMC
1220
Benin Management Corp
Connecticut
$267K – – –
WCBA
1221
Weaver C. Barksdale & Associates
Tennessee
$266K +$254K +803 New
CIM
1222
Chapman Investment Management
California
$265K -$31.6K -100 -11%
AA
1223
Alta Advisers
United Kingdom
$265K – – –
CPA
1224
Court Place Advisors
Maryland
$264K – – –
AP
1225
Adero Partners
California
$264K -$5.7K -18 -2%