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Name Holding Trade Value Shares
Change
Change in
Stake
BFPW
1926
BOK Financial Private Wealth
Colorado
$384K +$55.3K +722 +18%
EIG
1927
Ellenbecker Investment Group
Wisconsin
$383K +$77 +1 +0%
NCM
1928
Nelson Capital Management
California
$381K -$36.1K -472 -9%
RVPG
1929
Relative Value Partners Group
$380K -$8.04K -105 -2%
BFG
1930
Beacon Financial Group
Texas
$380K +$20.4K +267 +6%
JFG
1931
JMG Financial Group
Illinois
$379K
WG
1932
Winton Group
United Kingdom
$378K -$27.4K -358 -7%
MCWS
1933
McKinley Carter Wealth Services
West Virginia
$377K +$29.9K +390 +9%
CCM
1934
Colorado Capital Management
Colorado
$374K +$57.5K +751 +19%
PAG
1935
Pinnacle Advisory Group
Maryland
$372K +$4.9K +64 +1%
PO
1936
Private Ocean
California
$372K +$31.8K +415 +10%
ACM
1937
Ategra Capital Management
Virginia
$371K +$308K +4,024 +655%
LHC
1938
Little House Capital
Massachusetts
$370K +$2.83K +37 +0.8%
TI
1939
Truepoint Inc
Ohio
$369K -$117K -1,533 -25%
CA
1940
Cumberland Advisors
Florida
$368K -$8.04K -105 -2%
IIM
1941
Ironwood Investment Management
Massachusetts
$367K
SFG
1942
StrategIQ Financial Group
Indiana
$367K +$25.7K +336 +8%
BHC
1943
Bowen Hanes & Co
Florida
$365K -$241K -3,144 -41%
SFG
1944
Summit Financial Group
West Virginia
$364K -$3.22K -42 -0.9%
BB
1945
Bell Bank
North Dakota
$364K +$6.89K +90 +2%
HCM
1946
Highlander Capital Management
New Jersey
$363K -$16.1K -210 -4%
WA
1947
Waverly Advisors
Alabama
$363K
DIA
1948
Davidson Investment Advisors
Montana
$362K +$6.82K +89 +2%
RWM
1949
RBA Wealth Management
California
$361K
SNBOSCI
1950
Security National Bank of Sioux City Iowa
Iowa
$359K -$8.04K -105 -2%