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Name Holding Trade Value Shares
Change
Change in
Stake
ZCM
776
Ziegler Capital Management
Illinois
$307K -$4.2K -28 -1%
CFAM
777
Center For Asset Management
Florida
$306K -$201K -1,343 -41%
CCM
778
Coldstream Capital Management
Washington
$305K -$474K -3,159 -62%
EFG
779
Everhart Financial Group
Ohio
$304K +$19.8K +132 +7%
OPTFSNA
780
Old Point Trust & Financial Services N A
Virginia
$304K -$17.4K -116 -6%
HWMG
781
Hurlow Wealth Management Group
Indiana
$302K -$7.5K -50 -3%
CL
782
COWA LLC
Oklahoma
$301K
CA
783
CapWealth Advisors
Tennessee
$299K -$30K -200 -10%
BP
784
Ballentine Partners
Massachusetts
$298K +$65.1K +434 +30%
SAM
785
Strategy Asset Managers
California
$298K -$22.6K -151 -7%
BFA
786
Benedict Financial Advisors
Georgia
$298K -$86.5K -577 -23%
TCMP
787
Thrive Capital Management (Pennsylvania)
Pennsylvania
$298K -$126K -843 -30%
RIA
788
Realta Investment Advisors
Delaware
$297K -$181K -1,208 -39%
ACA
789
Affinity Capital Advisors
California
$295K +$300 +2 +0.1%
CA
790
Cambridge Advisors
Nebraska
$294K
SFI
791
SPC Financial Inc
Maryland
$294K +$22.5K +150 +9%
FANJ
792
Financial Architects (New Jersey)
New Jersey
$291K +$15.4K +103 +6%
BONH
793
Bank of New Hampshire
New Hampshire
$290K
CW
794
CIC Wealth
Maryland
$288K +$300 +2 +0.1%
SC
795
Saturna Capital
Washington
$287K +$12.7K +85 +5%
1SB
796
1ST Source Bank
Indiana
$286K
GW
797
GW & Wade
Massachusetts
$286K -$13.9K -93 -5%
ACM
798
Allred Capital Management
Texas
$286K -$9.15K -61 -3%
WIC
799
Woodmont Investment Counsel
Tennessee
$283K
CPSAC
800
Chas P. Smith & Associates (CPS)
Florida
$282K -$7.5K -50 -3%