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Name Holding Trade Value Shares
Change
Change in
Stake
BHA
1801
Beech Hill Advisors
New York
$311K +$329K +3,100 New
PAG
1802
Pinnacle Advisory Group
Maryland
$310K -$57.3K -539 -15%
SGK
1803
Steigerwald Gordon & Koch
Virginia
$310K +$42.8K +403 +15%
MLFP
1804
MPS Loria Financial Planners
Illinois
$308K -$191K -1,799 -37%
CBOR
1805
Community Bank of Raymore
Missouri
$307K +$10.6K +100 +3%
BFG
1806
Barber Financial Group
Kansas
$305K +$2.23K +21 +0.7%
OWP
1807
Obermeyer Wealth Partners
Colorado
$303K -$11.9M -112,085 -97%
SFSG
1808
Stearns Financial Services Group
North Carolina
$302K -$40.3K -379 -11%
VNA
1809
VNBTrust National Association
Virginia
$302K -$25.1K -236 -7%
ST
1810
Sabal Trust
Florida
$301K -$15.3K -144 -5%
MPIA
1811
Mountain Pacific Investment Advisers
Idaho
$301K -$6.06K -57 -2%
SIM
1812
SSI Investment Management
California
$301K -$4.99K -47 -2%
TFS
1813
TrustCore Financial Services
Tennessee
$301K +$7.76K +73 +2%
EMG
1814
Ellington Management Group
Connecticut
$301K +$319K +3,000 New
PP
1815
PDS Planning
Ohio
$298K +$425 +4 +0.1%
IFAM
1816
Institutional & Family Asset Management
Colorado
$298K +$67.5K +635 +27%
SIC
1817
Sigma Investment Counselors
Michigan
$296K +$4.99K +47 +2%
SWA
1818
Sutton Wealth Advisors
Florida
$294K -$47.8K -450 -13%
RPA
1819
Rock Point Advisors
Vermont
$293K -$21.3K -200 -6%
NWM
1820
Northwest Wealth Management
Iowa
$293K +$38K +358 +14%
BA
1821
BKS Advisors
Michigan
$291K -$10.6K -100 -3%
KIM
1822
Karpus Investment Management
New York
$290K
JIP
1823
Jaffetilchin Investment Partners
Florida
$289K -$241K -2,271 -44%
SCI
1824
S&CO Inc
Massachusetts
$289K +$18.6K +175 +6%
CFA
1825
Capstone Financial Advisors
Illinois
$287K +$425 +4 +0.1%