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Name Holding Trade Value Shares
Change
Change in
Stake
FC
1601
Financial Consulate
Maryland
$387K -$24K -96 -6%
HCA
1602
Heck Capital Advisors
Wisconsin
$386K
SAM
1603
Sompo Asset Management
Japan
$386K +$95.1K +380 +35%
MWM
1604
Meridian Wealth Management
Kentucky
$384K +$20K +80 +6%
PWAG
1605
Polaris Wealth Advisory Group
California
$382K -$335K -1,340 -48%
AIP
1606
Almanack Investment Partners
Pennsylvania
$381K +$5.76K +23 +2%
BA
1607
Bristlecone Advisors
Washington
$381K +$361K +1,441 New
BGIM
1608
Boussard & Gavaudan Investment Management
United Kingdom
$380K +$122K +488 +51%
GWA
1609
Guidant Wealth Advisors
Illinois
$376K +$1.5K +6 +0.4%
BRWM
1610
B. Riley Wealth Management
Tennessee
$375K +$28.5K +114 +9%
CT
1611
Cambridge Trust
Massachusetts
$374K +$354K +1,413 New
SC
1612
Schoolcraft Capital
Colorado
$373K +$353K +1,410 New
CWM
1613
Circle Wealth Management
New Jersey
$372K +$120K +478 +52%
NL
1614
NWAM LLC
Washington
$371K +$22K +88 +7%
BMC
1615
Beaton Management Company
Massachusetts
$370K
CP
1616
Coho Partners
Pennsylvania
$370K
VHAM
1617
Van Hulzen Asset Management
California
$370K +$42.5K +170 +14%
ZIC
1618
ZWJ Investment Counsel
Georgia
$368K -$5.25K -21 -1%
RI
1619
Ridgewood Investments
New Jersey
$366K
WKWM
1620
Walter & Keenan Wealth Management
Indiana
$362K
ASC
1621
Atalanta Sosnoff Capital
New York
$360K
BCAM
1622
Boston Common Asset Management
Massachusetts
$358K
KJHP
1623
K.J. Harrison & Partners
Ontario, Canada
$358K
MGAM
1624
McGowan Group Asset Management
Texas
$357K -$5.76K -23 -2%
FMTCOCP
1625
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$357K