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Name Holding Trade Value Shares
Change
Change in
Stake
GIA
1876
GHP Investment Advisors
Colorado
$225K +$194K +16,640 New
SW
1877
StrongBox Wealth
Missouri
$224K +$192K +16,520 New
BFIM
1878
Beese Fulmer Investment Management
Ohio
$223K +$36.3K +3,120 +23%
KPWG
1879
KFA Private Wealth Group
Virginia
$223K +$192K +16,480 New
SWM
1880
Sugarloaf Wealth Management
Georgia
$222K +$1.4K +120 +0.7%
MIC
1881
Meridian Investment Counsel
California
$222K +$191K +16,400 New
FP
1882
Foundry Partners
Minnesota
$222K +$191K +16,440 New
PWA
1883
Physician Wealth Advisors
Utah
$221K -$16.8K -1,440 -8%
B
1884
Bellecapital
Switzerland
$221K +$190K +16,320 New
RPSA
1885
Richard P. Slaughter Associates
Texas
$221K +$191K +16,400 New
PA
1886
PSI Advisors
Florida
$220K +$189K +16,240 New
MPIA
1887
Mountain Pacific Investment Advisers
Idaho
$220K +$189K +16,280 New
SA
1888
Sunesis Advisors
Kansas
$219K +$188K +16,160 New
RWA
1889
Ropes Wealth Advisors
Massachusetts
$217K +$20K +1,720 +12%
PCC
1890
Park Circle Company
Maryland
$216K
GIM
1891
Goelzer Investment Management
Indiana
$216K +$186K +15,960 New
AWM
1892
Aries Wealth Management
Maine
$216K +$186K +16,000 New
BA
1893
Ballast Advisors
Minnesota
$216K +$186K +16,000 New
NAM
1894
NTV Asset Management
West Virginia
$216K +$186K +16,000 New
ICM
1895
Islay Capital Management
Texas
$215K -$5.12K -440 -3%
RC
1896
RBO & Co
California
$215K +$185K +15,880 New
PHS
1897
Pekin Hardy Strauss
Illinois
$214K +$184K +15,800 New
MGWM
1898
Marks Group Wealth Management
Minnesota
$213K -$74.5K -6,400 -29%
BWM
1899
BerganKDV Wealth Management
Minnesota
$213K +$2.79K +240 +2%
DSN
1900
D. Scott Neal
Kentucky
$212K +$182K +15,680 New