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Name Holding Trade Value Shares
Change
Change in
Stake
BWM
2301
BNC Wealth Management
Oregon
$241K +$242K +4,657 New
MIM
2302
Martin Investment Management
Florida
$240K -$95.4K -1,836 -28%
CTA
2303
Colonial Trust Advisors
South Carolina
$239K -$47.2K -908 -16%
UTC
2304
Unified Trust Company
Kentucky
$239K -$26.8K -516 -10%
PCMC
2305
Private Capital Management (Colorado)
Colorado
$239K -$6.5K -125 -3%
CFC
2306
Coyle Financial Counsel
Illinois
$239K – – –
S
2307
Surevest
California
$239K – – –
SPL
2308
Smart Portfolios LLC
Washington
$238K – – –
BWL
2309
Bogart Wealth LLC
Virginia
$238K +$36.5K +702 +18%
BMO
2310
Beck Mack & Oliver
New York
$236K – – –
SAM
2311
Security Asset Management
New York
$236K – – –
WG
2312
Watchman Group
Texas
$235K +$10.4K +200 +5%
SWP
2313
Summit Wealth Partners
Florida
$233K – – –
CVM
2314
Cheviot Value Management
California
$233K -$14.8K -284 -6%
BWA
2315
Burt Wealth Advisors
Maryland
$232K +$156 +3 +0.1%
FPGK
2316
Financial Partners Group (Kansas)
Kansas
$232K +$233K +4,479 New
AC
2317
Alley Company
Illinois
$231K – – –
LWIC
2318
Leith Wheeler Investment Counsel
British Columbia, Canada
$231K +$232K +4,456 New
SCM
2319
Sterneck Capital Management
Missouri
$230K – – –
TWM
2320
Tolleson Wealth Management
Texas
$230K – – –
Financial Engines Advisors
2321
Financial Engines Advisors
California
$230K +$230K +4,433 New
SIC
2322
Sigma Investment Counselors
Michigan
$229K -$441K -8,488 -66%
WCWM
2323
Willow Creek Wealth Management
California
$228K -$35K -674 -13%
MGAM
2324
McGowan Group Asset Management
Texas
$227K +$228K +4,380 New
MSR
2325
Main Street Research
Connecticut
$226K -$206K -3,956 -47%