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Name Holding Trade Value Shares
Change
Change in
Stake
SIC
1026
Salem Investment Counselors
North Carolina
$356K +$152K +673 +80%
LL
1027
LPWM LLC
Minnesota
$354K – – –
IFWM
1028
Institute for Wealth Management
Colorado
$351K – – –
RWA
1029
Ropes Wealth Advisors
Massachusetts
$351K +$338K +1,495 New
PWA
1030
Phoenix Wealth Advisors
North Carolina
$349K -$76.8K -340 -19%
WSTAM
1031
Wilbanks Smith & Thomas Asset Management
Virginia
$349K -$4.07K -18 -1%
Los Angeles Capital Management
1032
Los Angeles Capital Management
California
$346K – – –
BDFN
1033
Bond & Devick Financial Network
Minnesota
$340K -$9.95K -44 -3%
LFM
1034
LGT Fund Management
Liechtenstein
$340K +$328K +1,450 New
PHIC
1035
Pine Haven Investment Counsel
Massachusetts
$337K +$324K +1,435 New
FHB
1036
First Hawaiian Bank
Hawaii
$336K – – –
IA
1037
Insight Advisors
Pennsylvania
$334K -$6.1K -27 -2%
ACP
1038
Aveo Capital Partners
Colorado
$333K +$1.36K +6 +0.4%
DCM
1039
Dupont Capital Management
Delaware
$331K -$306K -1,354 -49%
SIC
1040
SFE Investment Counsel
California
$330K +$5.42K +24 +2%
DJSG
1041
D.J. St. Germain
Massachusetts
$329K +$33.9K +150 +12%
HCM
1042
Hengehold Capital Management
Ohio
$327K -$57.9K -256 -15%
AAP
1043
Arax Advisory Partners
Colorado
$327K +$678 +3 +0.2%
BDF
1044
Balasa Dinverno & Foltz
$327K +$11.3K +50 +4%
BWM
1045
Blossom Wealth Management
California
$327K +$27.1K +120 +9%
MCM
1046
Manchester Capital Management
Vermont
$325K +$11.8K +52 +4%
CB
1047
Community Bank
New York
$324K -$57.4K -254 -16%
MPW
1048
Monterey Private Wealth
California
$322K – – –
MCM
1049
Monarch Capital Management
Indiana
$320K – – –
LPIC
1050
LeJeune Puetz Investment Counsel
Michigan
$316K – – –