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Name Holding Trade Value Shares
Change
Change in
Stake
TRIA
2201
Trail Ridge Investment Advisors
Colorado
$840K -$16.2K -143 -2%
VIA
2202
Virtus Investment Advisers
Connecticut
$838K
SFG
2203
Summit Financial Group
West Virginia
$837K
CS
2204
Crescent Sterling
Louisiana
$834K -$341 -3 -0%
OCM
2205
Orion Capital Management
California
$828K -$90.8K -800 -10%
HFM
2206
Harvest Fund Management
China
$827K -$601K -5,294 -42%
SN
2207
Sittner & Nelson
Oregon
$827K -$16.9K -149 -2%
AC
2208
ASB Consultores
Florida
$826K -$35.9K -316 -4%
CFO
2209
Callan Family Office
Pennsylvania
$825K -$53.3K -469 -6%
CAI
2210
Capital Advisors Inc
Oklahoma
$825K +$53.9K +475 +7%
SFFS
2211
Stonehage Fleming Financial Services
Jersey
$824K -$537K -4,731 -40%
KFP
2212
KB Financial Partners
New Jersey
$823K -$585K -5,155 -42%
CCP
2213
Cassia Capital Partners
North Carolina
$822K +$127K +1,119 +19%
SP
2214
Successful Portfolios
Florida
$821K -$43.6K -384 -5%
HC
2215
Hamilton Capital
Ohio
$820K -$19.6K -173 -2%
OFG
2216
OmniStar Financial Group
North Carolina
$820K -$577K -5,085 -42%
GAM
2217
Grandview Asset Management
Pennsylvania
$819K +$341K +3,000 +73%
MSCM
2218
McElhenny Sheffield Capital Management
Texas
$819K +$806K +7,097 New
SPC
2219
Stewart & Patten Company
California
$819K +$28.4K +250 +4%
CWM
2220
Compass Wealth Management
Connecticut
$817K -$5.68K -50 -0.7%
SIC
2221
Sterling Investment Counsel
New York
$815K -$228K -2,004 -22%
RFG
2222
Range Financial Group
Oregon
$815K -$1.43M -12,601 -64%
FAM
2223
Fenimore Asset Management
New York
$815K
ILI
2224
Invesco LLC (Illinois)
Illinois
$812K +$799K +7,033 New
GFG
2225
Greystone Financial Group
Michigan
$811K -$7.61K -67 -0.9%