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Name Holding Trade Value Shares
Change
Change in
Stake
PL
876
Plancorp LLC
Missouri
$280K +$13K +80 +5%
EIA
877
Edgemoor Investment Advisors
Maryland
$279K
Fayez Sarofim & Co
878
Fayez Sarofim & Co
Texas
$272K
PCG
879
Private Capital Group
Connecticut
$270K +$60.7K +374 +32%
FWP
880
FAS Wealth Partners
Kansas
$269K +$650 +4 +0.3%
RCAG
881
Rehmann Capital Advisory Group
Michigan
$267K -$7.63K -47 -3%
ABP
882
Arthur B. Page
$267K +$9.74K +60 +4%
CCC
883
Chelsea Counsel Company
California
$265K
CC
884
Cedar Capital
Illinois
$264K -$2.76K -17 -1%
SWM
885
Segment Wealth Management
Texas
$264K +$243K +1,495 New
HSA
886
HBK Sorce Advisory
Pennsylvania
$263K +$4.87K +30 +2%
WP
887
WealthShield Partners
North Carolina
$262K +$241K +1,485 New
LSAG
888
Lake Street Advisors Group
New Hampshire
$259K -$38.8K -239 -14%
EWA
889
Exencial Wealth Advisors
Oklahoma
$258K +$237K +1,460 New
PWM
890
Perigon Wealth Management
California
$256K
RIL
891
Rothschild Investment LLC
Illinois
$256K
CFA
892
Cahill Financial Advisors
Minnesota
$256K +$487 +3 +0.2%
VHAM
893
Van Hulzen Asset Management
California
$253K +$8.28K +51 +4%
CCM
894
Crabel Capital Management
California
$252K +$232K +1,427 New
CCA
895
Conestoga Capital Advisors
Pennsylvania
$251K
AssetMark Inc
896
AssetMark Inc
California
$251K +$325 +2 +0.1%
CG
897
Corundum Group
Colorado
$249K -$431K -2,653 -65%
BAC
898
Boys Arnold & Co
North Carolina
$249K -$30K -185 -12%
SNBOSD
899
Security National Bank of So Dak
Iowa
$249K -$3.25K -20 -1%
SSWM
900
Smith Salley Wealth Management
North Carolina
$249K -$650 -4 -0.3%