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Name Holding Trade Value Shares
Change
Change in
Stake
BCI
1501
Brinker Capital Investments
Pennsylvania
$269K +$39.3K +272 +18%
BHTS
1502
Bar Harbor Trust Services
Maine
$268K
CCM
1503
Copeland Capital Management
Pennsylvania
$268K
EM
1504
ELCO Management
New York
$268K
CIC
1505
Cutler Investment Counsel
Oregon
$268K +$259K +1,794 New
BWFM
1506
Bridgewater Wealth & Financial Management
Maryland
$267K +$1.44K +10 +0.6%
HCM
1507
Hollencrest Capital Management
California
$267K +$28.6K +198 +12%
FUBT
1508
First United Bank & Trust
Maryland
$266K
Carson Wealth (CWM LLC)
1509
Carson Wealth (CWM LLC)
Nebraska
$263K -$37.2K -258 -13%
AFP
1510
Ausdal Financial Partners
Iowa
$260K -$577 -4 -0.2%
BOS
1511
Bingham Osborn & Scarborough
California
$259K -$8.22K -57 -3%
BCM
1512
Bluefin Capital Management
New York
$257K +$248K +1,721 New
IWM
1513
IHT Wealth Management
Illinois
$256K +$248K +1,717 New
FAT
1514
First American Trust
California
$255K -$56.7K -393 -19%
ZF
1515
Zhang Financial
Michigan
$255K
SFS
1516
Summit Financial Strategies
Ohio
$255K +$289 +2 +0.1%
OC
1517
Oarsman Capital
Wisconsin
$253K -$124K -859 -34%
DT
1518
Diversified Trust
Tennessee
$253K +$34.8K +241 +17%
GC
1519
Gratry & Company
Ohio
$252K -$9.38K -65 -4%
CCG
1520
Chatham Capital Group
Georgia
$250K
CGL
1521
Clarius Group LLC
Washington
$249K
BJL
1522
Brighton Jones LLC
Washington
$249K -$962K -6,668 -80%
WOC
1523
West Oak Capital
California
$246K
FBT
1524
First Bank & Trust
South Dakota
$244K +$236K +1,635 New
BW
1525
Biegel & Waller
Maryland
$244K +$238K +1,649 New