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Name Holding Trade Value Shares
Change
Change in
Stake
FCCM
1351
First City Capital Management
Georgia
$556K +$23K +615 +3%
TF
1352
Threadgill Financial
Texas
$556K +$709K +18,960 New
MLA
1353
My Legacy Advisors
Oregon
$555K +$13.1K +350 +2%
BWM
1354
Baystate Wealth Management
Massachusetts
$553K +$154K +4,121 +28%
PWS
1355
Peterson Wealth Services
Utah
$553K +$253K +6,758 +56%
ESCM
1356
Echo Street Capital Management
New York
$553K +$262K +7,014 +59%
GLA
1357
Good Life Advisors
Pennsylvania
$552K +$36.5K +977 +5%
PFBT
1358
Parkside Financial Bank & Trust
Missouri
$550K -$92.3K -2,469 -12%
IIA
1359
ICW Investment Advisors
Arizona
$550K +$14.2K +380 +2%
MP
1360
McDonald Partners
Ohio
$548K -$62.4K -1,669 -8%
FFA
1361
Founders Financial Alliance
North Carolina
$548K +$499K +13,347 +250%
BMM
1362
Buffington Mohr McNeal
Idaho
$546K -$3.43M -91,798 -83%
CAM
1363
Cidel Asset Management
Ontario, Canada
$546K
CSIC
1364
Clifford Swan Investment Counsel
California
$544K -$82.8K -2,214 -11%
EWA
1365
Exencial Wealth Advisors
Oklahoma
$544K -$42.3K -1,131 -6%
ER
1366
Enlightenment Research
Florida
$543K +$692K +18,500 New
FCA
1367
FLC Capital Advisors
California
$541K +$690K +18,460 New
WIM
1368
WealthPlan Investment Management
Nebraska
$539K +$582K +15,554 New
LWM
1369
Laidlaw Wealth Management
New York
$537K -$14.8K -395 -2%
QC
1370
Quent Capital
New York
$537K +$74.8K +2,001 +12%
BCMO
1371
Buckingham Capital Management (Ohio)
Ohio
$532K +$59.5K +1,591 +10%
GAM
1372
Griffin Asset Management
New York
$530K
ACM
1373
Adalta Capital Management
New York
$529K -$2.92M -78,085 -81%
WIC
1374
Woodmont Investment Counsel
Tennessee
$529K -$217K -5,800 -24%
HIS
1375
Horizon Investment Services
Indiana
$529K -$1.83K -49 -0.3%