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Name Holding Trade Value Shares
Change
Change in
Stake
SFP
1701
Shepherd Financial Partners
Massachusetts
$705K -$347K -7,308 -35%
NQWM
1702
Northwest Quadrant Wealth Management
Oregon
$705K +$3.37K +71 +0.5%
FAT
1703
First American Trust
California
$704K +$75.7K +1,592 +13%
EIC
1704
Equity Investment Corp
Georgia
$698K +$32.3K +680 +5%
Carson Wealth (CWM LLC)
1705
Carson Wealth (CWM LLC)
Nebraska
$697K -$61.4K -1,293 -9%
THWM
1706
Taylor Hoffman Wealth Management
Virginia
$696K +$9.5K +200 +2%
GBT
1707
Grove Bank & Trust
Florida
$695K -$14.2K -299 -2%
BOS
1708
Bingham Osborn & Scarborough
California
$695K -$9.17K -193 -1%
VST
1709
Van Strum & Towne
California
$694K -$33.1K -696 -5%
ZIC
1710
ZWJ Investment Counsel
Georgia
$692K -$880K -18,524 -58%
PCM
1711
Perritt Capital Management
Illinois
$692K -$1.81K -38 -0.3%
DAC
1712
Dividend Assets Capital
South Carolina
$690K
CC
1713
Cedar Capital
Illinois
$690K +$5.37K +113 +0.9%
FA
1714
FCG Advisors
New Jersey
$689K +$217K +4,556 +53%
MIM
1715
Miller Investment Management
Pennsylvania
$679K +$1.9K +40 +0.3%
TWM
1716
Torch Wealth Management
Ohio
$678K +$78.4K +1,650 +15%
CPO
1717
Cerity Partners OCIO
New York
$676K -$887K -18,668 -59%
LFA
1718
Legacy Financial Advisors
Kentucky
$672K +$665 +14 +0.1%
SLT
1719
St Louis Trust
Missouri
$669K +$380 +8 +0.1%
LCM
1720
Landscape Capital Management
New Jersey
$663K -$123K -2,594 -17%
CS
1721
Cannell & Spears
New York
$660K
KCPG
1722
Kavar Capital Partners Group
Kansas
$657K +$40K +841 +7%
LMIM
1723
Lockheed Martin Investment Management
Maryland
$656K -$1.44M -30,360 -71%
WCA
1724
Westover Capital Advisors
Delaware
$653K +$100K +2,108 +20%
SI
1725
Shaker Investments
Ohio
$651K +$304K +6,400 +105%