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Name Holding Trade Value Shares
Change
Change in
Stake
SFM
1576
Systematic Financial Management
New Jersey
$254K
EWM
1577
Empirical Wealth Management
Washington
$252K -$25.4K -189 -9%
SAM
1578
Security Asset Management
New York
$250K -$29.4K -219 -10%
PHAM
1579
Palisades Hudson Asset Management
Florida
$250K
OBWP
1580
O'Brien Wealth Partners
Massachusetts
$250K +$255K +1,901 New
SMC
1581
Smith, Moore & Co
Missouri
$249K +$254K +1,894 New
BHA
1582
Beech Hill Advisors
New York
$248K
CCM
1583
CrestPoint Capital Management
Missouri
$248K
ANBTV
1584
American National Bank & Trust (Virginia)
Virginia
$247K -$38.7K -288 -13%
MSS
1585
Mitchell Sinkler & Starr
Pennsylvania
$247K -$134 -1 -0.1%
11A
1586
10-15 Associates
New York
$247K +$252K +1,877 New
FMC
1587
First Merchants Corp
Indiana
$246K -$55.6K -414 -18%
NDSI
1588
Newman Dignan & Sheerar Inc
Rhode Island
$244K -$1.07K -8 -0.4%
WMG
1589
WESCAP Management Group
California
$244K +$250K +1,861 New
SS
1590
Sunbelt Securities
Texas
$243K -$457K -3,398 -65%
HBWM
1591
Hollow Brook Wealth Management
New York
$242K
IWC
1592
Integrated Wealth Counsel
California
$242K
TCB
1593
Texas Capital Bancshares
Texas
$241K
CIS
1594
Connors Investor Services
Pennsylvania
$240K
Edgewood Management
1595
Edgewood Management
Connecticut
$240K
HPIA
1596
Hamilton Point Investment Advisors
North Carolina
$239K
HCA
1597
Horan Capital Advisors
Ohio
$238K -$672 -5 -0.3%
NCMW
1598
Northern Capital Management (Wisconsin)
Wisconsin
$236K +$241K +1,794 New
OCM
1599
One Capital Management
California
$235K +$2.28K +17 +1%
LA
1600
LVW Advisors
New York
$234K +$43.3K +322 +22%