Name Holding Trade Value Shares
Change
Change in
Stake
LAIC
2126
Lederer & Associates Investment Counsel
California
$545K -$119K -1,997 -19%
MWM
2127
Mascoma Wealth Management
New Hampshire
$543K -$1.17M -19,578 -70%
DWM
2128
Dorchester Wealth Management
Quebec, Canada
$543K -$71.8K -1,204 -12%
FPIS
2129
Financial Planning & Information Services
Wisconsin
$543K -$8.04K -135 -2%
PS
2130
Planned Solutions
California
$542K +$60.8K +1,020 +14%
ZB
2131
Zions Bancorporation
Utah
$539K +$19.5K +327 +4%
ARMC
2132
American Research & Management Company
Massachusetts
$538K -$31.5K -529 -6%
CCM
2133
Carlson Capital Management
Minnesota
$537K +$99.4K +1,668 +25%
HC
2134
Hendley & Co
Ohio
$536K -$173K -2,905 -26%
HPIA
2135
Hamilton Point Investment Advisors
North Carolina
$536K – – –
IWS
2136
Insight Wealth Strategies
California
$536K +$4.47K +75 +0.9%
SSWM
2137
Sheets Smith Wealth Management
North Carolina
$535K -$15.7K -264 -3%
KP
2138
Keel Point
Alabama
$535K +$60.4K +1,013 +14%
LC
2139
Landaas & Company
Wisconsin
$533K – – –
AF
2140
AtlasMark Financial
Texas
$533K – – –
IGGA
2141
Iron Gate Global Advisors
Utah
$532K -$48.6K -815 -9%
WCM
2142
Weik Capital Management
Pennsylvania
$531K -$56.6K -950 -10%
HCA
2143
Horan Capital Advisors
Ohio
$531K -$26.3K -441 -5%
IF
2144
Ironwood Financial
Arizona
$530K +$32.4K +543 +7%
SSWM
2145
Smith Salley Wealth Management
North Carolina
$529K +$231K +3,870 +88%
NPPM
2146
North Point Portfolio Managers
Ohio
$528K +$26.8K +450 +6%
APW
2147
Austin Private Wealth
Texas
$528K +$27.3K +458 +6%
BEAM
2148
Baker Ellis Asset Management
Washington
$524K -$40.7K -683 -8%
DDPIC
2149
Deroy & Devereaux Private Investment Counsel
Michigan
$523K -$14.9K -250 -3%
NERM
2150
New England Research & Management
Illinois
$522K -$643K -10,785 -57%