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Name Holding Trade Value Shares
Change
Change in
Stake
THWM
1276
Taylor Hoffman Wealth Management
Virginia
$775K +$768K +5,281 New
JCM
1277
Jacobi Capital Management
Pennsylvania
$774K +$16.3K +112 +2%
CFMC
1278
Curbstone Financial Management Corp
New Hampshire
$773K -$813K -5,594 -51%
RA
1279
RFG Advisory
Alabama
$770K -$76.3K -525 -10%
BOC
1280
Barbara Oil Co
Illinois
$767K
HFM
1281
Hartford Financial Management
Connecticut
$766K
STA
1282
Summit Trail Advisors
New York
$763K +$705K +4,851 New
HWA
1283
Heritage Wealth Advisors
Virginia
$762K +$15K +103 +2%
BWAM
1284
Boyd Watterson Asset Management
Ohio
$762K +$15.4K +106 +2%
RCA
1285
Rowland Carmichael Advisors
Arizona
$761K -$4.07K -28 -0.5%
SHGA
1286
Sand Hill Global Advisors
California
$760K +$174K +1,196 +30%
MGIA
1287
Moneta Group Investment Advisors
Missouri
$758K -$2.18K -15 -0.3%
DA
1288
DSC Advisors
Illinois
$757K -$82.9K -570 -10%
DWM
1289
Doyle Wealth Management
Florida
$754K -$83K -571 -10%
SGAM
1290
Steinberg Global Asset Management
Florida
$752K -$27.3K -188 -4%
HCC
1291
Hirtle Callaghan & Co
Pennsylvania
$752K
TMAM
1292
Tokio Marine Asset Management
Japan
$746K -$484K -3,329 -40%
EFSCE
1293
Enterprise Financial Services Corp (EFSC)
Missouri
$746K -$330K -2,271 -31%
KP
1294
Keel Point
Alabama
$744K -$14.7K -101 -2%
IH
1295
IFC Holdings
Florida
$744K +$3.63K +25 +0.5%
PC
1296
Port Capital
Illinois
$743K +$736K +5,063 New
PFGIA
1297
Patriot Financial Group Insurance Agency
Massachusetts
$741K +$40.3K +277 +6%
CCB
1298
Cutter & Co Brokerage
Missouri
$740K +$733K +5,044 New
LIC
1299
Lodestar Investment Counsel
Illinois
$737K
CCG
1300
Ceeto Capital Group
Florida
$736K