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Name Holding Trade Value Shares
Change
Change in
Stake
LCP
1676
Legacy Capital Partners
Wisconsin
$320K +$96.4K +1,584 +43%
IWA
1677
Intercontinental Wealth Advisors
Texas
$319K -$11.3K -185 -3%
RGC
1678
Roberts, Glore & Co
Illinois
$318K +$11.1K +182 +4%
OIA
1679
OneDigital Investment Advisors
Kansas
$317K +$316K +5,183 New
MWP
1680
Moller Wealth Partners
$316K +$315K +5,167 New
DIA
1681
Davidson Investment Advisors
Montana
$315K -$25.8K -424 -8%
ACM
1682
Ashford Capital Management
Delaware
$314K -$31.9K -524 -9%
CICI
1683
Capital Investment Counsel Inc
North Carolina
$313K -$25.5K -419 -8%
MAA
1684
Mraz Amerine & Associates
California
$312K
BAM
1685
Burgundy Asset Management
Ontario, Canada
$310K -$13.3K -218 -4%
EWA
1686
EP Wealth Advisors
California
$310K -$4.2K -69 -1%
GWS
1687
Glassman Wealth Services
Virginia
$310K
FIM
1688
Farmhouse Investment Management
California
$309K
AIA
1689
Affinity Investment Advisors
California
$308K -$34.9K -573 -10%
GC
1690
Gratus Capital
Georgia
$306K -$14.3K -235 -4%
BWP
1691
BSW Wealth Partners
Colorado
$306K +$20.7K +340 +7%
CPA
1692
Clear Perspective Advisors
Illinois
$304K +$15.9K +261 +6%
MSFP
1693
Mark Sheptoff Financial Planning
Connecticut
$304K +$60.6K +995 +25%
BCCM
1694
Bridge Creek Capital Management
Massachusetts
$303K +$25.5K +419 +9%
GRP
1695
Global Retirement Partners
California
$302K +$36.5K +599 +14%
V
1696
ValueWorks
New York
$299K -$1.89K -31 -0.6%
B
1697
Bridgeworth
Alabama
$298K +$14K +230 +5%
HT
1698
Heritage Trust
Oklahoma
$297K -$218K -3,588 -42%
CCM
1699
Condor Capital Management
New Jersey
$296K +$487 +8 +0.2%
SIMM
1700
Stillwater Investment Management (Minnesota)
Minnesota
$296K +$2.44K +40 +0.8%