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Name Holding Trade Value Shares
Change
Change in
Stake
GHA
1401
GW Henssler & Associates
Georgia
$415K +$455 +3 +0.1%
FPCP
1402
Fort Point Capital Partners
California
$414K -$6.37K -42 -2%
USB
1403
Union Savings Bank
Connecticut
$413K -$6.06K -40 -2%
AMIM
1404
Aull & Monroe Investment Management
Alabama
$413K -$3.18K -21 -0.8%
SIC
1405
Sigma Investment Counselors
Michigan
$412K +$386K +2,546 New
SIG
1406
Sargent Investment Group
Maryland
$412K -$2.88K -19 -0.7%
BW
1407
BXM Wealth
Colorado
$412K +$75.8K +500 +24%
ECAM
1408
East Coast Asset Management
Massachusetts
$411K -$6.97K -46 -2%
WA
1409
WESPAC Advisors
California
$410K -$1.06M -7,015 -73%
CS
1410
Candriam SCA
Luxembourg
$409K -$10.6K -70 -3%
DTC
1411
Davidson Trust Company
Washington
$408K
RIA
1412
Regal Investment Advisors
Michigan
$406K -$45.9K -303 -11%
BWM
1413
BKM Wealth Management
Wisconsin
$405K
VIP
1414
Viewpoint Investment Partners
Alberta, Canada
$405K +$379K +2,500 New
JWM
1415
JGP Wealth Management
Oregon
$403K
DFG
1416
Dupree Financial Group
Kentucky
$402K
TFS
1417
Thoroughbred Financial Services
Tennessee
$402K +$377K +2,484 New
GD
1418
Grandfield & Dodd
New York
$401K +$37.9K +250 +11%
JRFS
1419
James Reed Financial Services
Ohio
$401K
PA
1420
Probity Advisors
Texas
$400K
PA
1421
Procyon Advisors
Connecticut
$398K +$20.9K +138 +6%
HWA
1422
Heritage Wealth Architects
Minnesota
$398K
WPW
1423
Waldron Private Wealth
Pennsylvania
$397K +$11.8K +78 +3%
Kayne Anderson Rudnick Investment Management
1424
Kayne Anderson Rudnick Investment Management
California
$397K +$3.79K +25 +1%
WAM
1425
Weatherly Asset Management
California
$397K -$44K -290 -11%