Name Holding Trade Value Shares
Change
Change in
Stake
MSR
1801
Main Street Research
Connecticut
$346K +$26.9K +230 +8%
PWMG
1802
Provence Wealth Management Group
California
$346K -$126K -1,079 -26%
BCPWM
1803
Bradley & Co Private Wealth Management
Florida
$346K – – –
CBT
1804
Central Bank & Trust
Kentucky
$346K -$84.9K -726 -19%
KTC
1805
Kistler-Tiffany Companies
Pennsylvania
$343K -$33.3K -285 -8%
SA
1806
Syntax Advisors
New York
$340K +$22.7K +194 +7%
VCG
1807
Vantage Consulting Group
Virginia
$340K +$22.7K +194 +7%
LAM
1808
L2 Asset Management
Massachusetts
$340K +$14K +120 +4%
PI
1809
PGGM Investments
Netherlands
$340K +$360K +3,078 New
SAM
1810
Strategy Asset Managers
California
$340K +$5.85K +50 +2%
SGK
1811
Steigerwald Gordon & Koch
Virginia
$339K -$67.9K -581 -16%
MHIC
1812
Marble Harbor Investment Counsel
Massachusetts
$339K +$30.4K +260 +9%
TA
1813
Trellis Advisors
Washington
$338K +$4.21K +36 +1%
GP
1814
Geneva Partners
Wisconsin
$337K +$5.26K +45 +1%
SIM
1815
Sentry Investment Management
Wisconsin
$337K -$108K -925 -23%
BIG
1816
Builder Investment Group
Georgia
$337K – – –
EFG
1817
Everhart Financial Group
Ohio
$337K +$9.47K +81 +3%
PTC
1818
Petrus Trust Company
Texas
$336K +$356K +3,046 New
WAOI
1819
Wealth Advisors of Iowa
Iowa
$335K – – –
HP
1820
Hyperion Partners
Pennsylvania
$334K +$117K +1,000 +49%
TWM
1821
TriaGen Wealth Management
California
$333K – – –
EIA
1822
Edgemoor Investment Advisors
Maryland
$332K – – –
PWMG
1823
Prestige Wealth Management Group
New Jersey
$332K -$15K -128 -4%
WCM
1824
Wallace Capital Management
Texas
$331K +$351K +3,000 New
GWSG
1825
GPS Wealth Strategies Group
Colorado
$331K -$61.9K -529 -15%