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Name Holding Trade Value Shares
Change
Change in
Stake
WKWM
1451
Walter & Keenan Wealth Management
Indiana
$269K – – –
CMBA
1452
C.M. Bidwell & Associates
Hawaii
$269K +$258K +1,370 New
FMTCOCP
1453
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$265K – – –
WC
1454
Weil Company
California
$265K +$4.7K +25 +2%
PAA
1455
Peregrine Asset Advisers
Oregon
$264K -$5.42M -28,820 -96%
TL
1456
TrueWealth LLC
Georgia
$263K +$20.7K +110 +9%
JA
1457
JOYN Advisors
Georgia
$262K +$39.7K +211 +19%
WAG
1458
Winthrop Advisory Group
Massachusetts
$262K +$250K +1,331 New
CL
1459
Choreo LLC
Illinois
$261K -$30.8K -164 -11%
QPWM
1460
Quadrant Private Wealth Management
Pennsylvania
$261K +$4.32K +23 +2%
SIAS
1461
Shine Investment Advisory Services
Colorado
$260K -$148K -789 -37%
AF
1462
Allworth Financial
California
$260K +$9.59K +51 +4%
PP
1463
PagnatoKarp Partners
Virginia
$258K -$376 -2 -0.2%
HF
1464
HRT Financial
New York
$258K +$248K +1,317 New
FHB
1465
First Hawaiian Bank
Hawaii
$256K -$28.2K -150 -10%
WG
1466
Welch Group
Alabama
$256K -$16K -85 -6%
SCM
1467
Sterling Capital Management
North Carolina
$256K – – –
CPSAC
1468
Chas P. Smith & Associates (CPS)
Florida
$255K – – –
FBT
1469
First Bank & Trust
South Dakota
$254K +$46.6K +248 +24%
SCM
1470
Schnieders Capital Management
California
$252K +$9.4K +50 +4%
SCA
1471
Sage Capital Advisors
South Dakota
$252K +$241K +1,281 New
TSW
1472
Thompson Siegel & Walmsley
Virginia
$250K – – –
ACM
1473
Advisors Capital Management
New Jersey
$250K +$239K +1,273 New
HPC
1474
Hobart Private Capital
North Carolina
$247K +$236K +1,257 New
TFA
1475
Transamerica Financial Advisors
Florida
$247K +$236K +1,254 New