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Name Holding Trade Value Shares
Change
Change in
Stake
SMFS
1676
Squar Milner Financial Services
California
$306K -$41.4K -246 -12%
PV
1677
Private Vista
Illinois
$305K -$16.8K -100 -5%
AIM
1678
Aspen Investment Management
Michigan
$304K – – –
RBFC
1679
Roman Butler Fullerton & Co
Missouri
$304K +$74.9K +445 +34%
SBWIC
1680
Schaper Benz & Wise Investment Counsel
Wisconsin
$303K – – –
VWM
1681
Venturi Wealth Management
Texas
$302K -$2.49M -14,813 -90%
VA
1682
Valmark Advisers
Ohio
$301K -$28.1K -167 -9%
AFNAS
1683
American Financial Network Advisory Services
California
$300K -$752K -4,466 -72%
LFG
1684
Larson Financial Group
Missouri
$300K +$505 +3 +0.2%
CA
1685
Claro Advisors
Massachusetts
$299K -$505 -3 -0.2%
EIG
1686
Ellenbecker Investment Group
Wisconsin
$299K +$673 +4 +0.2%
AHC
1687
Adell Harriman & Carpenter
Texas
$298K -$10.1K -60 -3%
PAS
1688
Partnervest Advisory Services
California
$298K +$12.6K +75 +5%
DWM
1689
Dorchester Wealth Management
Quebec, Canada
$298K +$24.6K +146 +9%
1WA
1690
180 Wealth Advisors
Washington
$298K +$41.2K +245 +14%
FL
1691
Fort LP
Maryland
$297K +$82.7K +491 +40%
ABTD
1692
Arvest Bank Trust Division
Oklahoma
$295K -$157K -930 -35%
FPB
1693
First PREMIER Bank
South Dakota
$295K – – –
GC
1694
Gibson Capital
Pennsylvania
$295K – – –
SWM
1695
Shakespeare Wealth Management
Wisconsin
$295K – – –
KMWM
1696
Keudell/Morrison Wealth Management
Oregon
$295K +$286K +1,698 New
NCM
1697
Northstar Capital Management
New York
$294K -$30.1K -179 -10%
BWM
1698
Baystate Wealth Management
Massachusetts
$294K +$1.85K +11 +0.7%
AFA
1699
American Financial Advisors
Georgia
$294K +$2.36K +14 +0.8%
SBA
1700
Secrest Blakey & Associates
North Carolina
$293K -$12.3K -73 -4%