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Name Holding Trade Value Shares
Change
Change in
Stake
CFA
1601
CWS Financial Advisors
Michigan
$274K +$14.1K +153 +6%
MIM
1602
Marco Investment Management
Georgia
$273K – – –
WP
1603
WealthPLAN Partners
Nebraska
$273K +$16.2K +176 +7%
IF
1604
IRON Financial
Illinois
$273K +$257K +2,788 New
SPC
1605
Stewart & Patten Company
California
$272K -$18.5K -200 -7%
NWP
1606
Northstar Wealth Partners
Connecticut
$271K -$7.57K -82 -3%
SIM
1607
SSI Investment Management
California
$271K -$2.95K -32 -1%
GD
1608
Grandfield & Dodd
New York
$270K -$16.8K -182 -6%
SHA
1609
Seneca House Advisors
Virginia
$269K +$646 +7 +0.3%
BCA
1610
Berman Capital Advisors
Georgia
$268K +$46.5K +504 +22%
PFM
1611
Parsec Financial Management
North Carolina
$267K -$4.71K -51 -2%
SSWG
1612
Seven Springs Wealth Group
Tennessee
$264K -$52.6K -570 -17%
SWA
1613
Stratos Wealth Advisors
Ohio
$264K +$248K +2,692 New
MCM
1614
Monarch Capital Management
Indiana
$263K -$1.66K -18 -0.7%
FAG
1615
Financial Advisory Group
Texas
$263K – – –
SDAM
1616
Shulman DeMeo Asset Management
New York
$263K +$11.9K +129 +5%
Dodge & Cox
1617
Dodge & Cox
California
$263K +$247K +2,680 New
GAM
1618
Gould Asset Management
California
$262K – – –
C
1619
Certuity
Florida
$261K -$426K -4,620 -63%
1IA
1620
1834 Investment Advisors
Wisconsin
$261K +$13.4K +145 +6%
OL
1621
Optas LLC
Texas
$259K -$54.1K -586 -18%
NED
1622
Nancy E. Dempze
$259K +$244K +2,644 New
CHC
1623
City Holding Co
West Virginia
$257K – – –
IFG Advisory
1624
IFG Advisory
Georgia
$255K – – –
MCM
1625
McRae Capital Management
New Jersey
$255K +$240K +2,600 New