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Name Holding Trade Value Shares
Change
Change in
Stake
WCA
2301
Windsor Creek Advisors
Vermont
$334K +$327K +4,277 New
CWS
2302
Cypress Wealth Services
California
$332K +$325K +4,249 New
DBRC
2303
D.B. Root & Company
Pennsylvania
$329K +$21.9K +287 +7%
ABP
2304
Arthur B. Page
$329K +$322K +4,210 New
BA
2305
Ballast Advisors
Minnesota
$327K
HCP
2306
Hexagon Capital Partners
Arkansas
$327K +$1.07K +14 +0.3%
WCAMG
2307
Woodard & Company Asset Management Group
North Carolina
$327K +$321K +4,192 New
WMP
2308
Wealth Management Partners
Arizona
$327K +$327K +4,276 New
HHGA
2309
Halbert Hargrove Global Advisors
California
$326K -$5.89K -77 -2%
PIA
2310
Powell Investment Advisors
Florida
$326K
CFA
2311
Capstone Financial Advisors
Illinois
$326K +$45.9K +600 +17%
SAM
2312
S.A. Mason
Michigan
$325K +$29.6K +387 +10%
HFG
2313
Heron Financial Group
New York
$323K -$4.44K -58 -1%
GRQ
2314
Gardner Russo & Quinn
Pennsylvania
$323K +$688 +9 +0.2%
IP
2315
Investment Partners
Ohio
$322K -$34.5K -451 -10%
PWA
2316
Physician Wealth Advisors
Utah
$322K +$688 +9 +0.2%
AF
2317
Aldebaran Financial
$319K -$89.7K -1,173 -22%
FNBSF
2318
First National Bank Sioux Falls
South Dakota
$319K +$7.19K +94 +2%
SMG
2319
Spectrum Management Group
Indiana
$319K +$16.7K +218 +6%
TI
2320
Truepoint Inc
Ohio
$318K +$312K +4,077 New
IIM
2321
Ironwood Investment Management
Massachusetts
$317K
CQS
2322
Credential Qtrade Securities
$317K +$13.6K +178 +5%
MIM
2323
Moseley Investment Management
Florida
$316K +$61.4K +803 +25%
CF
2324
Corrigan Financial
Rhode Island
$316K +$38.9K +508 +14%
BIM
2325
Bridgecreek Investment Management
Oklahoma
$315K