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Name Holding Trade Value Shares
Change
Change in
Stake
TAM
1426
Trust Asset Management
Texas
$395K -$56 -1 -0%
RA
1427
RFG Advisory
Alabama
$395K +$407K +7,264 New
BHTS
1428
Bar Harbor Trust Services
Maine
$393K -$135K -2,401 -25%
MPAM
1429
Murphy Pohlad Asset Management
Minnesota
$392K
SFM
1430
Signature Financial Management
Virginia
$391K -$9.76K -174 -2%
W
1431
Wealthquest
Ohio
$391K
KA
1432
KLCM Advisors
Wisconsin
$385K -$5.33K -95 -1%
DFIM
1433
Detwiler Fenton Investment Management
Massachusetts
$383K +$26.5K +472 +7%
LFA
1434
Landmark Financial Advisors
Kentucky
$381K -$8.58K -153 -2%
SCM
1435
SOL Capital Management
Maryland
$380K -$26.9K -480 -6%
MWM
1436
Modera Wealth Management
New Jersey
$380K +$1.35K +24 +0.3%
WCM
1437
Weatherstone Capital Management
Colorado
$380K +$3.87K +69 +1%
AI
1438
Accredited Investors
Minnesota
$378K +$17.7K +315 +5%
FLAM
1439
First Light Asset Management
Minnesota
$376K
WCM
1440
Westend Capital Management
California
$375K
PMFA
1441
Plante Moran Financial Advisors
Michigan
$374K -$29.4K -524 -7%
MIC
1442
Meridian Investment Counsel
California
$372K
Grantham, Mayo, Van Otterloo & Co (GMO)
1443
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$370K -$142K -2,538 -27%
RVPG
1444
Relative Value Partners Group
$370K +$382K +6,812 New
BLAM
1445
Bourne Lent Asset Management
New York
$369K
CHJWM
1446
Carlton Hofferkamp & Jenks Wealth Management
Texas
$367K +$95.5K +1,703 +34%
S
1447
SignatureFD
Georgia
$365K +$11.9K +212 +3%
RCM
1448
Rotella Capital Management
Washington
$365K +$163K +2,903 +76%
EWA
1449
EP Wealth Advisors
California
$364K +$24.6K +438 +7%
AAM
1450
Azzad Asset Management
Virginia
$363K -$1.79K -32 -0.5%