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Name Holding Trade Value Shares
Change
Change in
Stake
MTC
1651
McDaniel Terry & Co
Texas
$475K
SFG
1652
StrategIQ Financial Group
Indiana
$475K +$270 +2 +0.1%
BFG
1653
Baron Financial Group
New Jersey
$474K +$675 +5 +0.1%
XWM
1654
Xcel Wealth Management
Florida
$473K +$21.2K +157 +5%
BDF
1655
Balasa Dinverno & Foltz
$470K +$123K +909 +38%
RF
1656
Resolute Financial
Massachusetts
$469K +$20K +148 +5%
TIA
1657
Traphagen Investment Advisors
New Jersey
$469K +$5.13K +38 +1%
GI
1658
GS Investments
Minnesota
$468K
PP
1659
PDS Planning
Ohio
$468K +$62.6K +464 +16%
OCM
1660
One Capital Management
California
$468K +$117K +868 +35%
MPI
1661
Mairs & Power Inc
Minnesota
$467K -$53.2K -394 -11%
BCCM
1662
Bridge Creek Capital Management
Massachusetts
$467K -$47.8K -354 -10%
FUBT
1663
First United Bank & Trust
Maryland
$467K +$70.9K +525 +19%
SRAM
1664
Spouting Rock Asset Management
Pennsylvania
$466K +$445K +3,300 New
PRWA
1665
Platte River Wealth Advisors
Colorado
$465K -$49.9K -370 -10%
FAN
1666
Financial Advisors Network
California
$465K -$13.5K -100 -3%
DOA
1667
D'Orazio & Associates
Virginia
$465K +$98.8K +732 +29%
KCM
1668
Kendall Capital Management
Maryland
$463K +$3.51K +26 +0.8%
WIA
1669
World Investment Advisors
California
$463K +$99.9K +740 +27%
BCM
1670
Buckhead Capital Management
Georgia
$462K +$41.2K +305 +10%
HCP
1671
Hexagon Capital Partners
Arkansas
$462K +$110K +814 +33%
LC
1672
LCNB Corp
Ohio
$461K -$15.7K -116 -3%
COCM
1673
Charter Oak Capital Management
New Hampshire
$461K +$135K +1,001 +44%
KA
1674
Klingman & Associates
New York
$460K +$11.3K +84 +3%
MIM
1675
Moseley Investment Management
Florida
$460K +$440K +3,260 New