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Name Holding Trade Value Shares
Change
Change in
Stake
HAG
526
HighPoint Advisor Group
Illinois
$223K -$40.4K -353 -14%
PIM
527
Penobscot Investment Management
Massachusetts
$223K – – –
BC
528
Burney Company
Virginia
$219K +$214K +1,871 New
CIC
529
Crawford Investment Counsel
Georgia
$218K +$8.8K +77 +4%
GWM
530
Geneos Wealth Management
Colorado
$216K – – –
HBT
531
Hills Bank & Trust
Iowa
$215K – – –
SPC
532
Sigma Planning Corp
Michigan
$215K +$212K +1,857 New
BFC
533
Blue Fin Capital
Rhode Island
$214K -$9.15K -80 -4%
BA
534
Boston Advisors
Massachusetts
$213K -$11.4K -100 -5%
PNC
535
Park National Corp
Ohio
$213K -$10.9K -95 -5%
BEAM
536
Baker Ellis Asset Management
Washington
$213K – – –
WA
537
Waverly Advisors
Alabama
$211K -$686 -6 -0.3%
YMRC
538
Yorktown Management & Research Company
Virginia
$209K – – –
JWM
539
Jacobus Wealth Management
Wisconsin
$209K +$68.6K +600 +50%
NDSI
540
Newman Dignan & Sheerar Inc
Rhode Island
$208K – – –
B
541
Brightworth
Georgia
$207K – – –
KTC
542
Kistler-Tiffany Companies
Pennsylvania
$206K -$7.54K -66 -4%
SBL
543
Sargent Bickham Lagudis
Colorado
$203K +$10.6K +93 +6%
PCMC
544
Paragon Capital Management (Colorado)
Colorado
$203K +$200K +1,750 New
BIC
545
Beach Investment Counsel
Pennsylvania
$203K +$200K +1,753 New
CAG
546
Crestwood Advisors Group
Massachusetts
$200K +$197K +1,725 New
AssetMark Inc
547
AssetMark Inc
California
$189K -$6.86K -60 -4%
CFA
548
Carroll Financial Associates
North Carolina
$181K +$1.37K +12 +0.8%
EFSCE
549
Enterprise Financial Services Corp (EFSC)
Missouri
$180K +$2.74K +24 +2%
JCM
550
Jacobi Capital Management
Pennsylvania
$179K – – –