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Name Holding Trade Value Shares
Change
Change in
Stake
KSWA
3026
Kathleen S. Wright Associates
Pennsylvania
$273K -$55K -101 -17%
LIA
3027
LS Investment Advisors
Michigan
$273K – – –
BCMLT
3028
Beacon Capital Management LLC (Tennessee)
Tennessee
$272K +$45.2K +83 +20%
VBA
3029
von Borstel & Associates
Oregon
$272K -$44.6K -82 -14%
BIG
3030
Builder Investment Group
Georgia
$272K – – –
HWA
3031
Heartwood Wealth Advisors
Virginia
$272K +$2.72K +5 +1%
FS
3032
Financial Symmetry
North Carolina
$272K +$14.2K +26 +6%
BFWA
3033
Benchmark Financial Wealth Advisors
Florida
$272K +$270K +496 New
CWC
3034
Carolinas Wealth Consulting
North Carolina
$271K +$5.44K +10 +2%
AB
3035
ANB Bank
Colorado
$271K -$25.6K -47 -9%
EM
3036
ELCO Management
New York
$271K – – –
LWM
3037
LJI Wealth Management
Indiana
$271K +$8.17K +15 +3%
RFG
3038
REAP Financial Group
Texas
$271K +$20.7K +38 +8%
CNBTD
3039
Citizens National Bank Trust Department
Mississippi
$271K +$21.2K +39 +9%
CICI
3040
Capital Investment Counsel Inc
North Carolina
$271K +$54.4K +100 +25%
LWA
3041
Lifelong Wealth Advisors
Minnesota
$270K +$1.63K +3 +0.6%
HPIA
3042
Hamilton Point Investment Advisors
North Carolina
$270K +$18.5K +34 +7%
MIC
3043
Meridian Investment Counsel
California
$270K – – –
SSW
3044
Smith Shellnut Wilson
Mississippi
$270K +$15.2K +28 +6%
PGWM
3045
Pitti Group Wealth Management
New York
$269K – – –
TBNY
3046
Trustco Bank (New York)
New York
$269K +$49K +90 +23%
PSCM
3047
Per Stirling Capital Management
Texas
$268K -$544K -1,000 -67%
RW
3048
Regimen Wealth
Georgia
$268K +$544 +1 +0.2%
NAMP
3049
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$268K – – –
HCWM
3050
Hidden Cove Wealth Management
Washington
$268K +$4.36K +8 +2%