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Name Holding Trade Value Shares
Change
Change in
Stake
CCMW
1901
Cypress Capital Management (Wyoming)
Wyoming
$249K
SFM
1902
Soros Fund Management
New York
$249K +$260K +2,149 New
LWM
1903
Lenox Wealth Management
Ohio
$248K +$26.1K +216 +11%
VWM
1904
Valley Wealth Managers
New Jersey
$246K -$2.02M -16,673 -89%
CWM
1905
Confluence Wealth Management
Oregon
$246K -$69.9K -578 -21%
SFA
1906
Stewardship Financial Advisors
Georgia
$246K +$4.47K +37 +2%
RHFI
1907
Reilly Herbert Faulkner III
$245K -$1.93K -16 -0.8%
VA
1908
Valmark Advisers
Ohio
$245K +$8.58K +71 +3%
AF
1909
Affiance Financial
Minnesota
$245K +$256K +2,118 New
AIA
1910
Affinity Investment Advisors
California
$244K -$9.95M -82,274 -98%
MIM
1911
Midwest Investment Management
Ohio
$244K
AGM
1912
Alpine Global Management
New York
$244K +$254K +2,103 New
MFP
1913
Michael F. Price
$242K
SSG
1914
Summit Securities Group
New York
$242K +$252K +2,087 New
BP
1915
BBR Partners
New York
$241K +$21.2K +175 +9%
PCP
1916
Proficio Capital Partners
Massachusetts
$240K -$22.4K -185 -8%
NWM
1917
Northwest Wealth Management
Iowa
$239K +$12.8K +106 +5%
Diamond Hill Capital Management
1918
Diamond Hill Capital Management
Ohio
$234K -$19.8K -164 -8%
EF
1919
Empirical Finance
Pennsylvania
$234K
WCM
1920
Wedge Capital Management
North Carolina
$234K +$245K +2,023 New
SAM
1921
Solaris Asset Management
New York
$233K
HCM
1922
Hall Capital Management
Rhode Island
$232K -$294K -2,431 -55%
HCA
1923
Harbour Capital Advisors
Virginia
$232K -$31.7K -262 -12%
CAS
1924
Cue Advisory Services
Arizona
$231K -$12.6K -104 -5%
TIM
1925
Tortoise Investment Management
New York
$231K -$2.78K -23 -1%