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Name Holding Trade Value Shares
Change
Change in
Stake
BCPWM
1801
Bradley & Co Private Wealth Management
Florida
$346K
CBT
1802
Central Bank & Trust
Kentucky
$346K -$84.9K -726 -19%
KTC
1803
Kistler-Tiffany Companies
Pennsylvania
$343K -$33.3K -285 -8%
SA
1804
Syntax Advisors
New York
$340K +$22.7K +194 +7%
VCG
1805
Vantage Consulting Group
Virginia
$340K +$22.7K +194 +7%
LAM
1806
L2 Asset Management
Massachusetts
$340K +$14K +120 +4%
PI
1807
PGGM Investments
Netherlands
$340K +$360K +3,078 New
SAM
1808
Strategy Asset Managers
California
$340K +$5.85K +50 +2%
SGK
1809
Steigerwald Gordon & Koch
Virginia
$339K -$67.9K -581 -16%
MHIC
1810
Marble Harbor Investment Counsel
Massachusetts
$339K +$30.4K +260 +9%
TA
1811
Trellis Advisors
Washington
$338K +$4.21K +36 +1%
GP
1812
Geneva Partners
Wisconsin
$337K +$5.26K +45 +1%
SIM
1813
Sentry Investment Management
Wisconsin
$337K -$108K -925 -23%
BIG
1814
Builder Investment Group
Georgia
$337K
EFG
1815
Everhart Financial Group
Ohio
$337K +$9.47K +81 +3%
PTC
1816
Petrus Trust Company
Texas
$336K +$356K +3,046 New
WAOI
1817
Wealth Advisors of Iowa
Iowa
$335K
HP
1818
Hyperion Partners
Pennsylvania
$334K +$117K +1,000 +49%
TWM
1819
TriaGen Wealth Management
California
$333K
EIA
1820
Edgemoor Investment Advisors
Maryland
$332K
PWMG
1821
Prestige Wealth Management Group
New Jersey
$332K -$15K -128 -4%
WCM
1822
Wallace Capital Management
Texas
$331K +$351K +3,000 New
GWSG
1823
GPS Wealth Strategies Group
Colorado
$331K -$61.9K -529 -15%
DOA
1824
D'Orazio & Associates
Virginia
$331K +$17.3K +148 +5%
LRWA
1825
Long Run Wealth Advisors
New York
$330K