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Name Holding Trade Value Shares
Change
Change in
Stake
SAM
1301
Secure Asset Management
Michigan
$288K +$283K +1,087 New
PP
1302
Pacifica Partners
Canada
$287K -$27.3K -105 -9%
AG
1303
Ascent Group
Virginia
$287K -$137K -527 -31%
APP
1304
Avantax Planning Partners
Iowa
$286K +$520 +2 +0.2%
PCM
1305
Poehling Capital Management
Wisconsin
$286K +$40.3K +155 +17%
IF
1306
Intrua Financial
Texas
$286K -$123K -473 -30%
TFF
1307
The Family Firm
Maryland
$286K +$260 +1 +0.1%
NP
1308
NorthRock Partners
Minnesota
$284K +$1.56K +6 +0.6%
HA
1309
Harbor Advisors
Florida
$284K – – –
PSP
1310
Pacific Sage Partners
Washington
$284K – – –
GI
1311
GAMCO Investors
Connecticut
$283K -$91K -350 -25%
RWM
1312
RBA Wealth Management
California
$283K -$3.12K -12 -1%
LWM
1313
LJI Wealth Management
Indiana
$283K – – –
RAM
1314
Redmond Asset Management
Virginia
$283K – – –
P
1315
&Partners
Tennessee
$282K +$277K +1,065 New
RBFC
1316
Roman Butler Fullerton & Co
Missouri
$281K -$8.32K -32 -3%
PWM
1317
Palumbo Wealth Management
New York
$280K -$165K -636 -38%
BI
1318
Ballast Inc
Kentucky
$279K – – –
IIC
1319
Ironwood Investment Counsel
Arizona
$277K +$686K +2,640 New
DCM
1320
Donaldson Capital Management
Indiana
$276K -$5.46K -21 -2%
PIA
1321
Perennial Investment Advisors
California
$276K -$9.36K -36 -3%
SWM
1322
Stockman Wealth Management
Montana
$274K -$12K -46 -4%
AOWM
1323
Alpha Omega Wealth Management
Virginia
$273K -$27.3K -105 -9%
T
1324
TOBAM
France
$273K +$7.54K +29 +3%
CSIC
1325
Clifford Swan Investment Counsel
California
$273K -$9.1K -35 -3%