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Name Holding Trade Value Shares
Change
Change in
Stake
RP
701
Rowlandmiller & Partners
Georgia
$511K – – –
OC
702
Oarsman Capital
Wisconsin
$510K +$17.3K +574 +4%
CT
703
Chicago Trust
Illinois
$505K -$9.04K -300 -2%
AIC
704
Argus Investors Counsel
New York
$497K -$12.4K -412 -3%
PNC
705
Park National Corp
Ohio
$496K -$172K -5,720 -27%
MOS
706
MGO One Seven
Ohio
$496K +$67.2K +2,230 +17%
CCM
707
Coldstream Capital Management
Washington
$493K +$169K +5,620 +59%
EWA
708
EP Wealth Advisors
California
$488K -$12.7K -422 -3%
GI
709
GAMMA Investing
California
$488K +$431K +14,302 New
THWM
710
Taylor Hoffman Wealth Management
Virginia
$487K – – –
HCM
711
Hengehold Capital Management
Ohio
$486K – – –
GL
712
Graypoint LLC
New York
$484K +$62.1K +2,060 +16%
WB
713
West Bancorporation
Iowa
$480K -$6.81K -226 -2%
SGAM
714
Smith Group Asset Management
Texas
$475K +$442K +14,680 New
S
715
SignatureFD
Georgia
$475K +$53.7K +1,782 +14%
IWM
716
Integris Wealth Management
California
$468K – – –
EAM
717
Empirical Asset Management
Massachusetts
$467K +$10.3K +342 +2%
DAM
718
Delta Asset Management
Tennessee
$466K – – –
BC
719
Burney Company
Virginia
$466K +$964 +32 +0.2%
GWM
720
GDS Wealth Management
Texas
$466K -$12.4K -412 -3%
AFS
721
Access Financial Services
Minnesota
$462K +$362 +12 +0.1%
FAN
722
Financial Advisors Network
California
$461K -$1.08K -36 -0.3%
BFA
723
Beaumont Financial Advisors
Massachusetts
$460K -$25.1K -832 -6%
BFG
724
Berger Financial Group
Minnesota
$458K -$12K -398 -3%
HWAM
725
Hennion & Walsh Asset Management
New Jersey
$457K +$426K +14,122 New