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Name Holding Trade Value Shares
Change
Change in
Stake
RCAG
1001
Rehmann Capital Advisory Group
Michigan
$342K +$45.8K +259 +16%
BFM
1002
Boston Financial Management
Massachusetts
$340K -$42.4K -240 -11%
GAM
1003
Garrison Asset Management
Arkansas
$340K – – –
NL
1004
NWAM LLC
Washington
$339K -$26.3K -149 -7%
PC
1005
Port Capital
Illinois
$338K +$7.42K +42 +2%
MJRIC
1006
Mogy Joel R Investment Counsel
California
$336K – – –
DWM
1007
Doyle Wealth Management
Florida
$333K +$4.07K +23 +1%
YIA
1008
YHB Investment Advisors
Connecticut
$331K -$25.1K -142 -7%
SAM
1009
Silvercrest Asset Management
New York
$330K -$11.1K -63 -3%
CQS
1010
Credential Qtrade Securities
$329K -$11.8K -67 -4%
ACM
1011
Azimuth Capital Management
Michigan
$328K -$17.1K -97 -5%
JWM
1012
JGP Wealth Management
Oregon
$328K – – –
CGL
1013
Clarius Group LLC
Washington
$326K +$317K +1,794 New
LI
1014
Lafayette Investments
Maryland
$323K +$39.1K +221 +14%
MCM
1015
MV Capital Management
Maryland
$322K -$53K -300 -14%
PAS
1016
Park Avenue Securities
New York
$322K +$27.4K +155 +10%
MWM
1017
Mission Wealth Management
California
$322K +$65.6K +371 +26%
PWMAG
1018
Pinnacle Wealth Management Advisory Group
New Jersey
$322K +$314K +1,775 New
DAS
1019
Dynamic Advisor Solutions
Arizona
$322K +$314K +1,777 New
NB
1020
Nicolet Bankshares
Wisconsin
$321K +$56.9K +322 +22%
SCA
1021
Snowden Capital Advisors
New York
$320K +$88.7K +502 +40%
BFA
1022
Bragg Financial Advisors
North Carolina
$318K -$11.1K -63 -3%
BW
1023
Bison Wealth
Georgia
$318K +$71K +402 +30%
TIA
1024
Tiemann Investment Advisors
California
$315K +$40.6K +230 +15%
CA
1025
Cambridge Advisors
Nebraska
$314K -$9.01K -51 -3%