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Name Holding Trade Value Shares
Change
Change in
Stake
OAM
1726
Occidental Asset Management
California
$875K -$44.4K -928 -4%
GCIA
1727
Gabelli & Co Investment Advisers
New York
$874K
III
1728
Independent Investors Inc
New York
$874K
GG
1729
Gleason Group
Kentucky
$874K +$7.18K +150 +0.7%
TIA
1730
Tiemann Investment Advisors
California
$872K -$33.5K -700 -3%
WIC
1731
Wilkins Investment Counsel
Massachusetts
$872K +$43.1K +900 +5%
LFA
1732
Legacy Financial Advisors
Kentucky
$871K -$158K -3,294 -14%
WPC
1733
Wedmont Private Capital
Pennsylvania
$868K -$35.3K -738 -3%
MWM
1734
Meridian Wealth Management
Kentucky
$864K +$207K +4,319 +27%
RP
1735
Rice Partnership
Hawaii
$862K -$84.4K -1,763 -8%
CWM
1736
Cornerstone Wealth Management
Missouri
$862K +$44.5K +929 +5%
LWA
1737
Lineweaver Wealth Advisors
Ohio
$862K +$102K +2,136 +12%
HFA
1738
HC Financial Advisors
California
$861K -$22.9K -479 -2%
BCM
1739
BTR Capital Management
California
$861K -$9.57K -200 -1%
NW
1740
Naviter Wealth
Arkansas
$860K +$966K +20,171 New
HPWM
1741
Highland Private Wealth Management
Washington
$859K -$18.3K -382 -2%
ACA
1742
Atlas Capital Advisors
Wyoming
$858K -$1.24M -25,984 -56%
BTI
1743
Blue Trust Inc
Georgia
$857K +$736K +15,371 New
TBWA
1744
Three Bridge Wealth Advisors
California
$856K -$28.4K -594 -3%
TNA
1745
True North Advisors
Texas
$856K +$53.4K +1,116 +6%
WSC
1746
Wellington Shields & Co
New York
$855K -$755K -15,762 -44%
NCM
1747
Neumann Capital Management
California
$855K
PAM
1748
Premier Asset Management
Illinois
$854K -$448K -9,351 -33%
PAWC
1749
P.A.W. Capital
Connecticut
$853K +$239K +5,000 +33%
CPA
1750
Capital Planning Advisors
California
$852K -$14K -293 -1%