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Name Holding Trade Value Shares
Change
Change in
Stake
DWM
1701
Destination Wealth Management
California
$279K -$11.9K -392 -4%
PBO
1702
Peoples Bank (Ohio)
Ohio
$279K +$32.1K +1,052 +13%
SFM
1703
Systematic Financial Management
New Jersey
$278K -$21.2M -694,407 -99%
SAA
1704
Southeast Asset Advisors
Georgia
$278K +$915 +30 +0.3%
HWA
1705
Heritage Wealth Advisors
Virginia
$277K -$91.5K -3,000 -25%
AZA
1706
Arthur Zaske & Associates
Michigan
$277K +$280K +9,177 New
NAMP
1707
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$275K
RWA
1708
RGT Wealth Advisors
Texas
$275K +$69K +2,265 +33%
MTIM
1709
Marathon Trading Investment Management
Pennsylvania
$275K +$277K +9,100 New
PCM
1710
Perritt Capital Management
Illinois
$274K
OAM
1711
Occidental Asset Management
California
$272K +$823 +27 +0.3%
GIA
1712
Guyasuta Investment Advisors
Pennsylvania
$272K +$24K +788 +10%
IWA
1713
Intercontinental Wealth Advisors
Texas
$269K -$4.08K -134 -1%
RVPG
1714
Relative Value Partners Group
$266K
HJA
1715
Hugh Johnson Advisors
New York
$261K -$75.3K -2,471 -22%
MFW
1716
Meristem Family Wealth
Minnesota
$259K -$50.1K -1,644 -16%
BCM
1717
Brown Capital Management
Maryland
$258K
HCM
1718
Hengehold Capital Management
Ohio
$258K +$4.57K +150 +2%
RIA
1719
Regal Investment Advisors
Michigan
$258K +$10.6K +347 +4%
WCM
1720
Weatherstone Capital Management
Colorado
$257K
NB
1721
Nicolet Bankshares
Wisconsin
$256K -$18.4K -604 -7%
ERIM
1722
Eagle Ridge Investment Management
Connecticut
$254K -$2.59K -85 -1%
KP
1723
Keel Point
Alabama
$253K
PAG
1724
Private Advisory Group
Washington
$253K +$254K +8,348 New
DCM
1725
Driehaus Capital Management
Illinois
$252K +$254K +8,348 New