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Name Holding Trade Value Shares
Change
Change in
Stake
SC
1451
Searle & Co
Connecticut
$639K – – –
DWM
1452
Doyle Wealth Management
Florida
$639K +$19.4K +120 +3%
WPA
1453
Winning Points Advisors
Florida
$639K +$38.7K +239 +6%
FAG
1454
Financial Advisory Group
Texas
$636K -$158K -973 -18%
PAM
1455
Peak Asset Management
Colorado
$635K +$19.4K +120 +3%
RVM
1456
Robinson Value Management
Texas
$634K +$51.7K +319 +8%
TSW
1457
Thompson Siegel & Walmsley
Virginia
$633K – – –
ECM
1458
EagleClaw Capital Management
Massachusetts
$633K +$9.56K +59 +1%
ZIG
1459
Zuckerman Investment Group
Illinois
$632K – – –
HAS
1460
HBW Advisory Services
California
$631K +$78.3K +483 +13%
DAC
1461
Dividend Assets Capital
South Carolina
$631K +$158K +974 +29%
MYLI
1462
Meiji Yasuda Life Insurance
Japan
$624K -$213K -1,316 -24%
LC
1463
LCNB Corp
Ohio
$624K +$80.4K +496 +13%
RWM
1464
Ritholtz Wealth Management
New York
$623K -$44.1K -272 -6%
CIM
1465
CIM Investment Management
Pennsylvania
$623K -$4.21K -26 -0.6%
FCCM
1466
First City Capital Management
Georgia
$622K +$3.73K +23 +0.5%
BP
1467
Ballentine Partners
Massachusetts
$620K -$2.75K -17 -0.4%
KTC
1468
Kistler-Tiffany Companies
Pennsylvania
$620K +$11.2K +69 +2%
VCM
1469
Vigilant Capital Management
Maine
$619K -$5.67K -35 -0.8%
FMTC
1470
Farmers & Merchants Trust Company
California
$618K – – –
XWM
1471
Xcel Wealth Management
Florida
$615K – – –
HA
1472
HYA Advisors
Missouri
$615K +$4.21K +26 +0.6%
RFG
1473
Range Financial Group
Oregon
$613K +$1.94K +12 +0.3%
STAS
1474
Strong Tower Advisory Services
Minnesota
$612K +$669K +4,131 New
LWM
1475
Loveless Wealth Management
Montana
$611K +$56.2K +347 +9%