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Name Holding Trade Value Shares
Change
Change in
Stake
MCA
1301
Magnolia Capital Advisors
Mississippi
$207K -$3.55K -193 -2%
MHB
1302
Midwest Heritage Bank
Iowa
$206K +$183K +9,923 New
AWM
1303
AllSquare Wealth Management
New York
$205K +$55K +2,987 +43%
SDWIA
1304
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$205K +$181K +9,862 New
KNW
1305
Kesler Norman & Wride
Utah
$205K +$182K +9,887 New
WWM
1306
Windsor Wealth Management
Indiana
$204K +$154K +8,382 New
NIM
1307
Northeast Investment Management
Massachusetts
$204K +$180K +9,805 New
JSL
1308
JT Stratford LLC
Georgia
$204K +$180K +9,806 New
C
1309
Covestor
United Kingdom
$203K +$180K +9,793 New
SCM
1310
Spreng Capital Management
Ohio
$202K +$179K +9,709 New
CL
1311
CSS LLC
Illinois
$201K -$36.3K -1,971 -17%
GCP
1312
Gill Capital Partners
Colorado
$201K +$178K +9,653 New
FM
1313
Foster & Motley
Ohio
$201K +$178K +9,655 New
WP
1314
WMS Partners
Maryland
$201K +$178K +9,670 New
CC
1315
Cannell & Co
New York
$201K +$179K +9,700 New
CFG
1316
CKW Financial Group
Hawaii
$200K – – –
AF
1317
Arrow Financial
New York
$200K +$6.44K +350 +4%
E
1318
Ergoteles
New York
$200K +$177K +9,644 New
BBHC
1319
Brown Brothers Harriman & Co
New York
$198K -$2.76K -150 -2%
ADL
1320
Asset Dedication LLC
California
$198K +$2.41K +131 +1%
ATC
1321
Adirondack Trust Company
New York
$198K +$45.4K +2,465 +35%
CFN
1322
Cordasco Financial Network
Florida
$192K – – –
FCB
1323
First Command Bank
Texas
$192K – – –
ABLA
1324
Alan B. Lancz & Associates
Ohio
$188K +$167K +9,057 New
BFC
1325
Bedel Financial Consulting
Indiana
$184K +$74 +4 +0%