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Name Holding Trade Value Shares
Change
Change in
Stake
WFWM
1451
Wechter Feldman Wealth Management
New Jersey
$598K
TIA
1452
Tiemann Investment Advisors
California
$597K +$4.55K +82 +0.7%
EA
1453
Elm Advisors
California
$595K -$22.6K -407 -4%
HCM
1454
Hall Capital Management
Rhode Island
$593K -$75.8K -1,368 -11%
PFS
1455
Physicians Financial Services
North Carolina
$591K
PCG
1456
Private Capital Group
Connecticut
$590K +$9.76K +176 New
HI
1457
Hendershot Investments
Virginia
$590K +$58.1K +1,048 +11%
BC
1458
Burleson & Co
California
$587K +$606K +10,931 New
WA
1459
Wealth Architects
California
$585K -$47.8K -863 -7%
WA
1460
Wheatland Advisors
Pennsylvania
$585K
AIM
1461
Avity Investment Management
Connecticut
$585K +$22.2K +400 +4%
CAM
1462
Close Asset Management
United Kingdom
$584K -$126K -2,274 -17%
SCI
1463
Stableford Capital II
Arizona
$579K +$42.4K +765 +8%
FIM
1464
Fruth Investment Management
Texas
$578K -$7.65K -138 -1%
BI
1465
Boulegeris Investments
Georgia
$575K -$57.5K -1,037 -9%
LC
1466
LCNB Corp
Ohio
$574K +$10.9K +196 +2%
ATC
1467
Adirondack Trust Company
New York
$572K -$16.9K -304 -3%
LCM
1468
LVM Capital Management
Michigan
$571K -$52.3K -944 -8%
JGIA
1469
Jackson Grant Investment Advisers
Connecticut
$571K -$12.5K -225 -2%
MIA
1470
MainStreet Investment Advisors
Illinois
$571K +$589K +10,632 New
AC
1471
Alexandria Capital
Virginia
$570K +$1.11K +20 +0.2%
PFM
1472
Parsec Financial Management
North Carolina
$569K -$80.2K -1,447 -12%
KM
1473
Kalos Management
Georgia
$569K +$601K +10,834 New
AWCI
1474
Alpine Woods Capital Investors
New York
$568K
AWM
1475
Avior Wealth Management
Nebraska
$567K +$259K +4,676 +79%