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Name Holding Trade Value Shares
Change
Change in
Stake
UF
1701
Univest Financial
Pennsylvania
$687K -$22.8K -508 -3%
WTFG
1702
Wells Trecaso Financial Group
Ohio
$683K -$431K -9,579 -70%
SMFS
1703
Squar Milner Financial Services
California
$683K -$194K -4,309 -23%
GCAC
1704
Guardian Capital Advisors (Canada)
Ontario, Canada
$680K +$22.5K +500 +4%
LC
1705
LCNB Corp
Ohio
$677K -$55.3K -1,230 -8%
CAW
1706
Cornerstone Advisors (Washington)
Washington
$672K +$17.8K +395 +3%
BEAM
1707
Baker Ellis Asset Management
Washington
$670K -$9K -200 -1%
FMW
1708
Farr Miller & Washington
District of Columbia
$669K -$22.5K -500 -4%
BMM
1709
Buffington Mohr McNeal
Idaho
$668K +$34.3K +763 +6%
DWA
1710
Douglass Winthrop Advisors
New York
$665K -$270K -6,000 -31%
CAM
1711
Covenant Asset Management
New Jersey
$663K +$70.4K +1,565 +13%
CCIA
1712
Campbell & Co Investment Adviser
Maryland
$662K +$612K +13,607 New
GEA
1713
Glen Eagle Advisors
New Jersey
$661K +$16.2K +361 +3%
TWA
1714
TCI Wealth Advisors
Arizona
$661K +$61.7K +1,372 +11%
IIM
1715
Ipswich Investment Management
Massachusetts
$658K +$29.5K +656 +5%
KSA
1716
Ken Stern & Associates
California
$654K +$135 +3 +0%
TL
1717
TrueWealth LLC
Georgia
$646K +$39.6K +880 +7%
FPCP
1718
Fort Point Capital Partners
California
$644K +$27.1K +603 +5%
SAM
1719
SignalPoint Asset Management
Missouri
$641K +$4.09K +91 +0.7%
VFPI
1720
Vantage Financial Partners (Illinois)
Illinois
$640K -$4.5K -100 -0.8%
FA
1721
FMA Advisory
Pennsylvania
$638K +$320K +7,108 +118%
NBG
1722
Nancy B. Gardiner
$635K +$586K +13,038 New
GLI
1723
Guardian Life Insurance
New York
$630K -$900 -20 -0.2%
MHIM
1724
MacNealy Hoover Investment Management
Ohio
$630K
AMG
1725
Asset Management Group
Connecticut
$630K +$4.36K +97 +0.8%