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Name Holding Trade Value Shares
Change
Change in
Stake
AHC
1501
Adell Harriman & Carpenter
Texas
$271K -$53.2K -369 -17%
BCI
1502
Brinker Capital Investments
Pennsylvania
$269K +$39.3K +272 +18%
BHTS
1503
Bar Harbor Trust Services
Maine
$268K – – –
CCM
1504
Copeland Capital Management
Pennsylvania
$268K – – –
EM
1505
ELCO Management
New York
$268K – – –
CIC
1506
Cutler Investment Counsel
Oregon
$268K +$259K +1,794 New
BWFM
1507
Bridgewater Wealth & Financial Management
Maryland
$267K +$1.44K +10 +0.6%
HCM
1508
Hollencrest Capital Management
California
$267K +$28.6K +198 +12%
FUBT
1509
First United Bank & Trust
Maryland
$266K – – –
Carson Wealth (CWM LLC)
1510
Carson Wealth (CWM LLC)
Nebraska
$263K -$37.2K -258 -13%
AFP
1511
Ausdal Financial Partners
Iowa
$260K -$577 -4 -0.2%
BOS
1512
Bingham Osborn & Scarborough
California
$259K -$8.22K -57 -3%
BCM
1513
Bluefin Capital Management
New York
$257K +$248K +1,721 New
IWM
1514
IHT Wealth Management
Illinois
$256K +$248K +1,717 New
FAT
1515
First American Trust
California
$255K -$56.7K -393 -19%
ZF
1516
Zhang Financial
Michigan
$255K – – –
SFS
1517
Summit Financial Strategies
Ohio
$255K +$289 +2 +0.1%
OC
1518
Oarsman Capital
Wisconsin
$253K -$124K -859 -34%
DT
1519
Diversified Trust
Tennessee
$253K +$34.8K +241 +17%
GC
1520
Gratry & Company
Ohio
$252K -$9.38K -65 -4%
CCG
1521
Chatham Capital Group
Georgia
$250K – – –
CGL
1522
Clarius Group LLC
Washington
$249K – – –
BJL
1523
Brighton Jones LLC
Washington
$249K -$962K -6,668 -80%
WOC
1524
West Oak Capital
California
$246K – – –
FBT
1525
First Bank & Trust
South Dakota
$244K +$236K +1,635 New