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Name Holding Trade Value Shares
Change
Change in
Stake
APW
1901
Austin Private Wealth
Texas
$248K +$234K +831 New
CSIC
1902
Clifford Swan Investment Counsel
California
$246K -$57.5K -204 -20%
MPIA
1903
Mountain Pacific Investment Advisers
Idaho
$245K
CWM
1904
CCG Wealth Management
California
$245K +$7.05K +25 +3%
PWM
1905
Perigon Wealth Management
California
$245K +$229K +813 New
NAS
1906
Nicolet Advisory Services
Wisconsin
$245K +$231K +820 New
FMB
1907
Field & Main Bank
Kentucky
$244K +$36.7K +130 +19%
ACA
1908
Affinity Capital Advisors
California
$244K +$230K +817 New
CFA
1909
Carroll Financial Associates
North Carolina
$243K -$133K -470 -37%
ODG
1910
O'Dell Group
Ohio
$243K
MWM
1911
Modera Wealth Management
New Jersey
$243K +$2.26K +8 +1%
GHA
1912
GW Henssler & Associates
Georgia
$240K -$108K -384 -32%
FBB
1913
Fulton Breakefield Broenniman
Maryland
$239K -$190K -675 -46%
BCM
1914
Bridgeway Capital Management
Texas
$239K
OWM
1915
Orgel Wealth Management
Wisconsin
$239K
WBG
1916
Wharton Business Group
Pennsylvania
$239K +$226K +800 New
PL
1917
Perpetual Ltd
Australia
$238K
CFW
1918
CA Family Wealth
California
$236K +$223K +791 New
HCM
1919
Hollencrest Capital Management
California
$233K -$282K -1,000 -56%
JWBC
1920
J.W. Burns & Co
New York
$233K
VCM
1921
Versant Capital Management
Arizona
$232K -$16.6K -59 -7%
WI
1922
Wintrust Investments
Illinois
$231K -$5.36K -19 -2%
PHS
1923
Pekin Hardy Strauss
Illinois
$231K +$7.05K +25 +3%
LIA
1924
LBMC Investment Advisors
Tennessee
$231K +$218K +774 New
RCA
1925
Ranch Capital Advisors
Florida
$230K