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Name Holding Trade Value Shares
Change
Change in
Stake
AP
676
Advisor Partners
California
$252K -$15K -118 -6%
BPC
677
Banque Pictet & Cie
Switzerland
$252K – – –
PFBT
678
Parkside Financial Bank & Trust
Missouri
$251K – – –
BSW
679
Buckingham Strategic Wealth
Missouri
$251K +$253K +1,990 New
SFSG
680
Stearns Financial Services Group
North Carolina
$250K -$381 -3 -0.2%
GD
681
Grandfield & Dodd
New York
$248K -$25.4K -200 -9%
LWAC
682
Laurel Wealth Advisors (California)
California
$247K -$143K -1,125 -36%
MPI
683
Mairs & Power Inc
Minnesota
$247K – – –
MWM
684
Mission Wealth Management
California
$247K +$6.36K +50 +3%
AP
685
Advisors Preferred
Maryland
$245K -$132K -1,038 -35%
IA
686
IFP Advisors
Florida
$244K -$1.18M -9,309 -86%
VNA
687
VNBTrust National Association
Virginia
$244K -$20.3K -160 -8%
LNB
688
Ledyard National Bank
$242K – – –
WA
689
WBH Advisory
Maryland
$242K +$127 +1 +0.1%
EI
690
EDMP Inc
Florida
$241K -$5.72K -45 -2%
AMIM
691
Aull & Monroe Investment Management
Alabama
$240K – – –
WAM
692
Wealthspire Advisors (Maryland)
Maryland
$235K +$4.58K +36 +2%
DADC
693
D.A. Davidson & Co
Montana
$232K -$43.1K -339 -16%
SIG
694
Schaller Investment Group
North Carolina
$231K – – –
GIM
695
Goelzer Investment Management
Indiana
$229K – – –
1SB
696
1ST Source Bank
Indiana
$228K – – –
SCM
697
Stellar Capital Management
Arizona
$227K -$21K -165 -8%
HS
698
Huntington Steele
Pennsylvania
$227K – – –
TSW
699
Thompson Siegel & Walmsley
Virginia
$227K +$38.1K +300 +20%
ZDA
700
Zweig-DiMenna Associates
New York
$227K +$229K +1,800 New