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Name Holding Trade Value Shares
Change
Change in
Stake
PAG
1626
Pinnacle Advisory Group
Maryland
$217K +$42 +1 +0%
LBC
1627
Lawrence B. Cohen
$216K -$83.2K -2,000 -28%
RIG
1628
Renaissance Investment Group
Massachusetts
$216K
VST
1629
Van Strum & Towne
California
$216K
FIM
1630
Frontier Investment Management
Texas
$213K -$106K -2,545 -32%
QAM
1631
QCI Asset Management
New York
$213K +$2.08K +50 +1%
SCM
1632
SOL Capital Management
Maryland
$212K -$42.2K -1,014 -17%
HBWM
1633
Hollow Brook Wealth Management
New York
$211K -$162K -3,900 -43%
CANC
1634
Culbertson A N & Co
Virginia
$211K +$13.1K +314 +7%
CS
1635
Credential Securities
$211K +$36.9K +887 +21%
CG
1636
Corundum Group
Colorado
$208K +$209K +5,027 New
AF
1637
Affiance Financial
Minnesota
$207K -$27.9K -670 -12%
BBNB
1638
Baker Boyer National Bank
Washington
$207K
CWM
1639
Cabot Wealth Management
Massachusetts
$207K
CHA
1640
Cedar Hill Associates
Illinois
$207K
EWM
1641
Evermay Wealth Management
Virginia
$207K
AAS
1642
Annex Advisory Services
Wisconsin
$206K +$206K +4,961 New
AP
1643
AHL Partners
United Kingdom
$205K -$11.9K -286 -5%
LIM
1644
Lagoda Investment Management
New York
$203K +$204K +4,900 New
AWA
1645
Arete Wealth Advisors
Illinois
$202K -$610K -14,660 -75%
SA
1646
SRH Advisors
Kansas
$202K
WDL
1647
Well Done LLC
Michigan
$202K +$202K +4,862 New
CCM
1648
Coldstream Capital Management
Washington
$201K -$12.6K -303 -6%
MWM
1649
MinichMacGregor Wealth Management
New York
$201K +$208 +5 +0.1%
CWM
1650
Confluence Wealth Management
Oregon
$201K +$250 +6 +0.1%