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Name Holding Trade Value Shares
Change
Change in
Stake
RIM
1601
Reliant Investment Management
Tennessee
$533K
SMC
1602
Smith, Moore & Co
Missouri
$533K +$29.5K +207 +6%
PCG
1603
Prosperity Consulting Group
Maryland
$533K +$540K +3,796 New
GC
1604
Gilbert & Cook
Iowa
$532K +$38.6K +271 +8%
FCM
1605
Firestone Capital Management
Florida
$531K
LIA
1606
LifePlan Investment Advisors
North Carolina
$531K -$854 -6 -0.2%
LFA
1607
Landmark Financial Advisors
Kentucky
$528K +$14.2K +100 +3%
WP
1608
WMS Partners
Maryland
$528K -$10.5K -74 -2%
RFP
1609
Roth Financial Partners
Texas
$526K -$14.4K -101 -3%
AGA
1610
Accuvest Global Advisors
Utah
$526K -$65.6K -461 -11%
NFSG
1611
Newbridge Financial Services Group
Florida
$523K +$7.26K +51 +1%
GI
1612
Gradient Investments
Minnesota
$523K -$8.68K -61 -2%
CT
1613
Colonial Trust
South Carolina
$522K
MPIA
1614
Mountain Pacific Investment Advisers
Idaho
$522K +$19.9K +140 +4%
QPBE
1615
Quintet Private Bank (Europe)
Luxembourg
$522K -$923K -6,486 -64%
FMTC
1616
Farmers & Merchants Trust Company
California
$521K -$4.27K -30 -0.8%
WC
1617
Weil Company
California
$519K -$142 -1 -0%
DWM
1618
Dopkins Wealth Management
New York
$519K +$526K +3,700 New
PS
1619
Planned Solutions
California
$517K -$21.1K -148 -4%
ZB
1620
Zions Bancorporation
Utah
$517K -$5.55K -39 -1%
PA
1621
Procyon Advisors
Connecticut
$517K +$29.6K +208 +6%
TCM
1622
Telos Capital Management
California
$517K -$3.13K -22 -0.6%
GSB
1623
Greenfield Savings Bank
Massachusetts
$516K -$5.98K -42 -1%
HKAM
1624
Horizon Kinetics Asset Management
New York
$516K
AC
1625
Abbrea Capital
California
$515K +$15.8K +111 +3%