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Name Holding Trade Value Shares
Change
Change in
Stake
CPA
926
Capital Planning Advisors
California
$338K +$312K +1,810 New
PCS
927
Personal CFO Solutions
New Jersey
$338K +$7.75K +45 +3%
LIM
928
Loudon Investment Management
New Hampshire
$338K -$21K -122 -6%
WT
929
Washington Trust
Rhode Island
$336K +$8.61K +50 +3%
PWA
930
Phoenix Wealth Advisors
North Carolina
$335K -$6.88K -40 -2%
BFG
931
Berger Financial Group
Minnesota
$335K +$1.21K +7 +0.4%
ISB
932
Iowa State Bank
Iowa
$330K -$41.1K -239 -12%
RP
933
Riverwater Partners
Wisconsin
$330K
DTC
934
Davidson Trust Company
Washington
$329K +$303K +1,760 New
T
935
TRUADVICE
Florida
$328K -$23.8K -138 -7%
AAP
936
Arax Advisory Partners
Colorado
$328K -$18.4K -107 -6%
LL
937
LWMG LLC
Minnesota
$328K +$861 +5 +0.3%
H
938
HoyleCohen
California
$326K
NP
939
NorthRock Partners
Minnesota
$323K +$31.2K +181 +12%
AF
940
Allworth Financial
California
$323K -$508K -2,949 -63%
PTC
941
Private Trust Company
Ohio
$322K +$2.24K +13 +0.8%
FFA
942
First Foundation Advisors
California
$319K +$10.2K +59 +4%
WSFS
943
Wilmington Savings Fund Society
Delaware
$319K +$42K +244 +17%
PCOC
944
Power Corp of Canada
Canada
$319K
YC
945
Yarbrough Capital
Tennessee
$315K
LRIC
946
Long Road Investment Counsel
Michigan
$314K
ICM
947
IMS Capital Management
Oregon
$314K -$2.93K -17 -1%
VWM
948
Venturi Wealth Management
Texas
$311K -$56.3K -327 -16%
EWM
949
Empirical Wealth Management
Washington
$306K -$245K -1,422 -46%
SIC
950
SFE Investment Counsel
California
$305K +$23.8K +138 +9%