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Name Holding Trade Value Shares
Change
Change in
Stake
MFWM
1451
Motley Fool Wealth Management
Virginia
$386K +$385K +8,510 New
ANBT
1452
American National Bank & Trust
Texas
$384K -$20.6K -455 -5%
MKC
1453
M. Kraus & Co
Vermont
$384K -$12.9K -286 -3%
VWA
1454
V Wealth Advisors
Kansas
$383K -$633 -14 -0.2%
IIA
1455
IPG Investment Advisors
California
$381K -$28.5K -630 -7%
HPWM
1456
Highland Private Wealth Management
Washington
$376K +$128K +2,823 +52%
FC
1457
FCA Corp
Texas
$375K +$30.6K +678 +9%
DJSG
1458
D.J. St. Germain
Massachusetts
$373K +$2.48K +55 +0.7%
PA
1459
Probity Advisors
Texas
$373K +$372K +8,226 New
AC
1460
Alexandria Capital
Virginia
$372K -$5.6K -124 -1%
PBO
1461
Peoples Bank (Ohio)
Ohio
$372K – – –
WPW
1462
Waldron Private Wealth
Pennsylvania
$371K -$17.3K -382 -4%
ITIM
1463
Indiana Trust & Investment Management
Indiana
$370K – – –
IC
1464
Intersect Capital
California
$370K +$7.68K +170 +2%
CRB
1465
Chad R. Baker
$369K – – –
KB
1466
Kimelman & Baird
New York
$367K -$22.6K -500 -6%
JWM
1467
Jacobus Wealth Management
Wisconsin
$366K -$13.3K -295 -4%
VCAM
1468
Van Cleef Asset Management
Ohio
$364K – – –
CA
1469
Cambridge Advisors
Nebraska
$364K +$994 +22 +0.3%
UFG
1470
United Fire Group
Iowa
$363K – – –
MFW
1471
Mosaic Family Wealth
Missouri
$362K -$551K -12,198 -60%
CAM
1472
Concorde Asset Management
Michigan
$362K +$144K +3,182 +66%
GS
1473
Gagnon Securities
New York
$361K -$321K -7,104 -47%
MWP
1474
MYCIO Wealth Partners
Pennsylvania
$360K -$63.3K -1,400 -15%
CCM
1475
Coldstream Capital Management
Washington
$358K -$1.99K -44 -0.6%