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Name Holding Trade Value Shares
Change
Change in
Stake
DHFB
1101
Dixon Hubard Feinour & Brown
Virginia
$274K -$73K -1,140 -18%
Perigon Wealth Management
1102
Perigon Wealth Management
California
$274K -$68.8K -1,075 -17%
ACM
1103
Alethea Capital Management
Washington
$274K – – –
SFWA
1104
Summit Financial Wealth Advisors
Louisiana
$273K -$18.1K -283 -5%
NDSI
1105
Newman Dignan & Sheerar Inc
Rhode Island
$273K +$8.45K +132 +3%
SCFS
1106
S.C. Financial Services
Arizona
$273K +$71.9K +1,123 +27%
EFSCE
1107
Enterprise Financial Services Corp (EFSC)
Missouri
$272K +$91.3K +1,426 +37%
NWM
1108
Northcape Wealth Management
New York
$271K -$66.5K -1,039 -16%
ARMC
1109
American Research & Management Company
Massachusetts
$271K -$16K -250 -5%
AWM
1110
Affinity Wealth Management
Delaware
$268K -$6.85K -107 -2%
GJIC
1111
Gamble Jones Investment Counsel
California
$268K -$4.87K -76 -1%
EIA
1112
Edgemoor Investment Advisors
Maryland
$268K +$1.54K +24 +0.5%
TCA
1113
Transcend Capital Advisors
New Jersey
$268K +$24.1K +377 +8%
CFN
1114
Cordasco Financial Network
Florida
$268K +$51.2K +800 +18%
CNBTD
1115
Citizens National Bank Trust Department
Mississippi
$268K +$96.8K +1,512 +41%
Exencial Wealth Advisors
1116
Exencial Wealth Advisors
Oklahoma
$266K +$10.8K +169 +3%
Bahl & Gaynor
1117
Bahl & Gaynor
Ohio
$266K +$43K +672 +15%
SIM
1118
Sentry Investment Management
Wisconsin
$265K -$64K -1,000 -16%
TSWM
1119
Triangle Securities Wealth Management
North Carolina
$265K +$6.28K +98 +2%
Independent Financial Group
1120
Independent Financial Group
California
$265K +$43.6K +681 +15%
FCCM
1121
First City Capital Management
Georgia
$264K – – –
CST
1122
Charles Schwab Trust
Nevada
$263K +$1.86K +29 +0.6%
PFBT
1123
Parkside Financial Bank & Trust
Missouri
$263K +$26.1K +407 +9%
RE
1124
RBC Europe
United Kingdom
$262K – – –
AIM
1125
Anchor Investment Management
South Carolina
$260K +$128 +2 +0%