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Name Holding Trade Value Shares
Change
Change in
Stake
SFSG
1126
Sound Financial Strategies Group
Mississippi
$704K +$64.2K +146 +10%
Exencial Wealth Advisors
1127
Exencial Wealth Advisors
Oklahoma
$703K +$191K +435 +37%
RMSCM
1128
R.M. Sincerbeaux Capital Management
New York
$702K – – –
CFM
1129
Catalyst Funds Management
Australia
$702K +$704K +1,600 New
NB
1130
Northwest Bancshares
Pennsylvania
$701K -$106K -240 -13%
Everett Harris & Co
1131
Everett Harris & Co
California
$698K +$58.1K +132 +9%
RP
1132
Riverwater Partners
Wisconsin
$695K +$22K +50 +3%
Allstate Corporation
1133
Allstate Corporation
Illinois
$691K +$24.6K +56 +4%
JF
1134
JSF Financial
California
$691K +$693K +1,574 New
HBK Sorce Advisory
1135
HBK Sorce Advisory
Pennsylvania
$688K +$76.6K +174 +12%
PP
1136
Patron Partners
Texas
$688K +$20.7K +47 +3%
MIS
1137
Morningstar Investment Services
Illinois
$684K +$126K +287 +23%
AC
1138
AXQ Capital
New Jersey
$681K +$683K +1,552 New
RMCM
1139
Reynders McVeigh Capital Management
Massachusetts
$679K -$40K -91 -6%
OBGC
1140
O'Brien Greene & Co
Pennsylvania
$679K +$15.8K +36 +2%
Carnegie Investment Counsel
1141
Carnegie Investment Counsel
Ohio
$674K -$139K -315 -17%
Conestoga Capital Advisors
1142
Conestoga Capital Advisors
Pennsylvania
$674K -$317K -720 -32%
WI
1143
WrapManager Inc
California
$673K +$88.4K +201 +15%
PPA
1144
Painted Porch Advisors
California
$666K -$6.16K -14 -0.9%
RFN
1145
RDA Financial Network
Iowa
$666K +$880 +2 +0.1%
BHA
1146
Beech Hill Advisors
New York
$660K – – –
Jensen Investment Management
1147
Jensen Investment Management
Oregon
$660K – – –
Sanibel Captiva Trust Company
1148
Sanibel Captiva Trust Company
Florida
$659K – – –
Avior Wealth Management
1149
Avior Wealth Management
Nebraska
$658K -$249K -566 -27%
BMC
1150
Benin Management Corp
Connecticut
$658K – – –