Name Holding Trade Value Shares
Change
Change in
Stake
JFA
1151
JNBA Financial Advisors
Minnesota
$358K -$5.98K -22 -2%
NFG
1152
Nadler Financial Group
Illinois
$355K – – –
SA
1153
SL Advisors
New Jersey
$351K -$2.17K -8 -0.6%
EWM
1154
Evermay Wealth Management
Virginia
$350K – – –
FFA
1155
First Foundation Advisors
California
$350K +$1.9K +7 +0.6%
OL
1156
Optas LLC
Texas
$348K +$15.2K +56 +5%
FCB
1157
First County Bank
Connecticut
$345K +$6.79K +25 +2%
RIG
1158
Renaissance Investment Group
Massachusetts
$344K – – –
AWA
1159
Arete Wealth Advisors
Illinois
$344K +$5.98K +22 +2%
VCM
1160
Vision Capital Management
Oregon
$343K +$272 +1 +0.1%
CIC
1161
Chilton Investment Company
Connecticut
$342K +$131K +482 +63%
HIP
1162
HUB Investment Partners
Texas
$341K +$339K +1,247 New
CM
1163
Capital Management
Virginia
$340K – – –
FA
1164
Faithward Advisors
Pennsylvania
$340K +$4.07K +15 +1%
LFA
1165
Legacy Financial Advisors
Kentucky
$338K +$7.61K +28 +2%
PGAM
1166
Princeton Global Asset Management
New Jersey
$336K -$183K -675 -35%
OCM
1167
One Capital Management
California
$335K -$2.99K -11 -0.9%
WEG
1168
World Equity Group
Illinois
$335K +$543 +2 +0.2%
LNB
1169
Ledyard National Bank
$332K +$1.63K +6 +0.5%
AWC
1170
Adamsbrown Wealth Consultants
Kansas
$331K +$815 +3 +0.2%
ZIM
1171
Zacks Investment Management
Illinois
$330K -$16.3K -60 -5%
WWM
1172
Western Wealth Management
Colorado
$329K +$10.9K +40 +3%
LGA
1173
Lebenthal Global Advisors
New York
$329K +$326K +1,200 New
MIP
1174
Marietta Investment Partners
Wisconsin
$329K +$85K +313 +35%
MA
1175
Montag & Associates
Georgia
$328K – – –