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Name Holding Trade Value Shares
Change
Change in
Stake
AP
1151
Appleton Partners
Massachusetts
$672K -$37.9K -232 -5%
DA
1152
Dougherty & Associates
Florida
$672K +$686K +4,197 New
NWAG
1153
Net Worth Advisory Group
Utah
$665K +$399K +2,438 +142%
VCM
1154
Viewpoint Capital Management
Washington
$663K
BWP
1155
BlueStem Wealth Partners
Minnesota
$662K -$20.6K -126 -3%
FFB
1156
First Financial Bankshares
Texas
$662K
AWM
1157
Axxcess Wealth Management
California
$661K +$5.23K +32 +0.8%
MC
1158
Mathes Company
New York
$660K
ACA
1159
Atlas Capital Advisors
Wyoming
$660K +$674K +4,120 New
MCM
1160
Manchester Capital Management
Vermont
$659K +$8.67K +53 +1%
TBT
1161
Texas Bank & Trust
Texas
$657K -$81.8K -500 -11%
HCM
1162
Highview Capital Management
Illinois
$657K +$671K +4,104 New
FA
1163
Freestate Advisors
Kansas
$657K
PAM
1164
Panagora Asset Management
Massachusetts
$657K -$7.68K -47 -1%
RMDI
1165
R.M. Davis Inc
Maine
$657K -$20.9K -128 -3%
MNA
1166
Manning & Napier Advisors
New York
$656K -$1.17M -7,134 -64%
PGA
1167
Portland Global Advisors
Maine
$656K
FM
1168
Foster & Motley
Ohio
$656K -$25.5K -156 -4%
LFAS
1169
Level Four Advisory Services
Texas
$654K +$27K +165 +4%
CSI
1170
Cross Staff Investments
New York
$653K
FMI
1171
F/M Investments
District of Columbia
$652K
CPA
1172
Capital Performance Advisors
California
$650K +$290K +1,772 +78%
LC
1173
LCNB Corp
Ohio
$648K -$1.31K -8 -0.2%
FAM
1174
Formidable Asset Management
Ohio
$647K -$17.2K -105 -2%
KIC
1175
Keating Investment Counselors
Florida
$647K -$5.72K -35 -0.9%