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Name Holding Trade Value Shares
Change
Change in
Stake
MTC
1701
McDaniel Terry & Co
Texas
$280K -$12.2K -400 -4%
DWM
1702
Destination Wealth Management
California
$279K -$11.9K -392 -4%
PBO
1703
Peoples Bank (Ohio)
Ohio
$279K +$32.1K +1,052 +13%
SFM
1704
Systematic Financial Management
New Jersey
$278K -$21.2M -694,407 -99%
SAA
1705
Southeast Asset Advisors
Georgia
$278K +$915 +30 +0.3%
HWA
1706
Heritage Wealth Advisors
Virginia
$277K -$91.5K -3,000 -25%
AZA
1707
Arthur Zaske & Associates
Michigan
$277K +$280K +9,177 New
NAMP
1708
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$275K – – –
RWA
1709
RGT Wealth Advisors
Texas
$275K +$69K +2,265 +33%
MTIM
1710
Marathon Trading Investment Management
Pennsylvania
$275K +$277K +9,100 New
PCM
1711
Perritt Capital Management
Illinois
$274K – – –
OAM
1712
Occidental Asset Management
California
$272K +$823 +27 +0.3%
GIA
1713
Guyasuta Investment Advisors
Pennsylvania
$272K +$24K +788 +10%
IWA
1714
Intercontinental Wealth Advisors
Texas
$269K -$4.08K -134 -1%
RVPG
1715
Relative Value Partners Group
$266K – – –
HJA
1716
Hugh Johnson Advisors
New York
$261K -$75.3K -2,471 -22%
MFW
1717
Meristem Family Wealth
Minnesota
$259K -$50.1K -1,644 -16%
BCM
1718
Brown Capital Management
Maryland
$258K – – –
HCM
1719
Hengehold Capital Management
Ohio
$258K +$4.57K +150 +2%
RIA
1720
Regal Investment Advisors
Michigan
$258K +$10.6K +347 +4%
WCM
1721
Weatherstone Capital Management
Colorado
$257K – – –
NB
1722
Nicolet Bankshares
Wisconsin
$256K -$18.4K -604 -7%
ERIM
1723
Eagle Ridge Investment Management
Connecticut
$254K -$2.59K -85 -1%
KP
1724
Keel Point
Alabama
$253K – – –
PAG
1725
Private Advisory Group
Washington
$253K +$254K +8,348 New