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Name Holding Trade Value Shares
Change
Change in
Stake
FIM
1226
Fruth Investment Management
Texas
$747K
ASN
1227
Advisory Services Network
Georgia
$741K +$177K +3,251 +32%
LWI
1228
Long Wharf Investors
Massachusetts
$740K +$18.3K +336 +3%
EWM
1229
Elite Wealth Management
Washington
$735K -$246K -4,503 -25%
MIS
1230
Morningstar Investment Services
Illinois
$734K -$268K -4,907 -27%
BC
1231
Burney Company
Virginia
$728K -$131K -2,410 -15%
BSW
1232
Buckingham Strategic Wealth
Missouri
$728K +$20.3K +372 +3%
FFA
1233
First Foundation Advisors
California
$727K -$24.7K -453 -3%
TCB
1234
Texas Capital Bancshares
Texas
$723K -$42.2K -773 -6%
DSN
1235
D. Scott Neal
Kentucky
$723K
HJGA
1236
Hardman Johnston Global Advisors
Connecticut
$718K
AB
1237
AT Bancorp
Iowa
$716K +$101K +1,848 +17%
WKA
1238
Wilson Kemp & Associates
Michigan
$714K -$787K -14,435 -53%
JWA
1239
JFS Wealth Advisors
Pennsylvania
$713K -$39K -715 -5%
HAIM
1240
Hunter Associates Investment Management
Pennsylvania
$710K -$66.7K -1,222 -9%
JFGIW
1241
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$709K -$302K -5,527 -30%
CWP
1242
Capital Wealth Planning
Florida
$709K
W
1243
Wealthfront
California
$704K +$252K +4,628 +59%
OCM
1244
Osterweis Capital Management
California
$701K -$29.5K -541 -4%
BIM
1245
Barton Investment Management
Pennsylvania
$697K
CCM
1246
CrestPoint Capital Management
Missouri
$696K -$22.9K -420 -3%
RHJA
1247
Rice Hall James & Associates
California
$696K
NCM
1248
Noesis Capital Mangement
Florida
$696K +$76.3K +1,399 +12%
FFH
1249
Fairfax Financial Holdings
Ontario, Canada
$694K
BBNB
1250
Baker Boyer National Bank
Washington
$693K +$21.7K +398 +3%