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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
1326
Concert Wealth Management
California
$276K -$333K -8,461 -54%
BB
1327
Bell Bank
North Dakota
$276K -$7.8K -198 -3%
RWM
1328
RKL Wealth Management
Pennsylvania
$275K +$69.1K +1,753 +33%
LC
1329
Loews Corp
New York
$272K – – –
MPM
1330
Meritage Portfolio Management
Kansas
$270K – – –
DE
1331
Day & Ennis
Georgia
$269K -$8.67K -220 -3%
SWM
1332
Segment Wealth Management
Texas
$269K +$272K +6,901 New
BBP
1333
Banco BTG Pactual
Brazil
$268K +$271K +6,880 New
BFPW
1334
BOK Financial Private Wealth
Colorado
$267K -$1.73K -44 -0.6%
IPC
1335
Independent Portfolio Consultants
Florida
$265K +$125K +3,168 +87%
SGK
1336
Steigerwald Gordon & Koch
Virginia
$261K – – –
MPI
1337
Mairs & Power Inc
Minnesota
$261K +$26.6K +676 +11%
PGA
1338
Portland Global Advisors
Maine
$260K – – –
SB
1339
Simmons Bank
Arkansas
$259K -$158 -4 -0.1%
CIC
1340
Crawford Investment Counsel
Georgia
$258K -$59.7K -1,514 -19%
JGIA
1341
Jackson Grant Investment Advisers
Connecticut
$258K +$158 +4 +0.1%
CPA
1342
Capital Planning Advisors
California
$257K +$7.88K +200 +3%
SC
1343
Searle & Co
Connecticut
$257K +$27.8K +706 +12%
CWM
1344
Connecticut Wealth Management
Connecticut
$256K +$946 +24 +0.4%
MIM
1345
Marco Investment Management
Georgia
$254K – – –
PFBT
1346
Parkside Financial Bank & Trust
Missouri
$254K +$21.7K +550 +9%
RWA
1347
River Wealth Advisors
Pennsylvania
$253K +$19.5K +494 +8%
CC
1348
Cedar Capital
Illinois
$252K -$5.71K -145 -2%
AIA
1349
Armor Investment Advisors
North Carolina
$252K – – –
PVWM
1350
Point View Wealth Management
New Jersey
$250K +$10.6K +270 +4%