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Name Holding Trade Value Shares
Change
Change in
Stake
PWPS
1051
Pinnacle Wealth Planning Services
Ohio
$240K +$234K +1,623 New
MCM
1052
Mengis Capital Management
Oregon
$239K
CHAM
1053
Clear Harbor Asset Management
Connecticut
$239K +$14.7K +102 +7%
FAM
1054
Fenimore Asset Management
New York
$237K
SIC
1055
Sigma Investment Counselors
Michigan
$237K
BWP
1056
BSW Wealth Partners
Colorado
$236K +$229K +1,590 New
WCA
1057
Westover Capital Advisors
Delaware
$235K
CT
1058
Chicago Trust
Illinois
$235K +$229K +1,586 New
VWA
1059
Visionary Wealth Advisors
Illinois
$234K -$85.6K -594 -27%
BAS
1060
Brown Advisory Securities
Maryland
$234K
CC
1061
Centiva Capital
New York
$234K +$228K +1,581 New
HPWM
1062
Highland Private Wealth Management
Washington
$233K +$1.15K +8 +0.5%
SAM
1063
Secure Asset Management
Michigan
$233K +$227K +1,574 New
TP
1064
Tranquility Partners
Tennessee
$232K
OPA
1065
Old Port Advisors
Maine
$231K -$111K -770 -34%
BFO
1066
Boston Family Office
Massachusetts
$231K
OQS
1067
Occudo Quantitative Strategies
Florida
$230K -$717K -4,976 -76%
MC
1068
Maverick Capital
Texas
$227K -$111K -767 -33%
BDFN
1069
Bond & Devick Financial Network
Minnesota
$227K
ACP
1070
Aviance Capital Partners
Florida
$226K
WA
1071
Winfield Associates
Ohio
$225K -$4.32K -30 -2%
HA
1072
Harfst & Associates
Wyoming
$224K -$408K -2,834 -65%
PA
1073
Perennial Advisors
New York
$224K
SAM
1074
Smithbridge Asset Management
Pennsylvania
$224K +$217K +1,509 New
BONH
1075
Bank of New Hampshire
New Hampshire
$224K +$218K +1,515 New