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Name Holding Trade Value Shares
Change
Change in
Stake
RFA
1301
Reilly Financial Advisors
California
$177K -$24.1K -513 -11%
COI
1302
Capital One Investing
Virginia
$176K -$799 -17 -0.4%
CCM
1303
Copeland Capital Management
Pennsylvania
$175K -$113K -2,407 -38%
BB
1304
Bell Bank
North Dakota
$175K -$33.9K -722 -16%
KBFS
1305
Kohmann Bosshard Financial Services
Ohio
$175K +$15.1K +322 +9%
HPWM
1306
Highland Private Wealth Management
Washington
$174K -$53.7K -1,142 -23%
MCA
1307
Mercer Capital Advisers
New Jersey
$174K – – –
KWA
1308
KCS Wealth Advisory
California
$173K +$8.27K +176 +5%
Jones Financial Companies
1309
Jones Financial Companies
Missouri
$173K +$12.6K +269 +7%
ML
1310
McAdam LLC
Pennsylvania
$172K +$181K +3,850 New
NB
1311
Nicolet Bankshares
Wisconsin
$171K -$1.88K -40 -1%
AWA
1312
Acorn Wealth Advisors
Michigan
$171K +$94 +2 +0.1%
PAMG
1313
Patton Albertson Miller Group
Tennessee
$170K -$30.9K -657 -15%
BFM
1314
Boston Financial Management
Massachusetts
$170K -$17.9K -381 -9%
BFC
1315
Bedel Financial Consulting
Indiana
$170K – – –
NA
1316
Nottingham Advisors
New York
$170K – – –
PCM
1317
Pointe Capital Management
Michigan
$169K – – –
GP
1318
Greenline Partners
New York
$168K -$18.3K -389 -9%
CAM
1319
Chesapeake Asset Management
New York
$168K – – –
GHAM
1320
Gilman Hill Asset Management
Connecticut
$168K – – –
XWM
1321
Xcel Wealth Management
Florida
$168K +$24.6K +524 +16%
Rafferty Asset Management
1322
Rafferty Asset Management
New York
$166K -$8.13K -173 -4%
DE
1323
Day & Ennis
Georgia
$166K +$47 +1 +0%
CW
1324
CreativeOne Wealth
Kansas
$166K +$10K +213 +6%
MPM
1325
Meritage Portfolio Management
Kansas
$166K +$13.2K +281 +8%