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Name Holding Trade Value Shares
Change
Change in
Stake
HC
2301
Hendley & Co
Ohio
$255K +$205K +12,760 New
BWM
2302
Bulltick Wealth Management
Florida
$254K +$203K +12,680 New
CF
2303
Copperwynd Financial
Arizona
$252K +$202K +12,600 New
DCM
2304
Donaldson Capital Management
Indiana
$252K +$202K +12,600 New
NA
2305
Nottingham Advisors
New York
$252K +$202K +12,600 New
NEWAS
2306
N.E.W. Advisory Services
Wisconsin
$251K +$201K +12,520 New
CAM
2307
Congress Asset Management
Massachusetts
$251K +$201K +12,560 New
PS
2308
Planned Solutions
California
$251K +$201K +12,560 New
FPCP
2309
Fort Point Capital Partners
California
$250K +$200K +12,480 New
MPW
2310
Monterey Private Wealth
California
$250K +$200K +12,480 New
CVM
2311
Cheviot Value Management
California
$250K +$201K +12,520 New
PP
2312
Pacifica Partners
Canada
$249K +$17.3K +1,080 +10%
BCM
2313
Brookmont Capital Management
Texas
$249K +$199K +12,440 New
CT
2314
Cambridge Trust
Massachusetts
$249K +$199K +12,440 New
JPLA
2315
Joseph P. Lucia & Associates
New York
$248K
THWM
2316
Taylor Hoffman Wealth Management
Virginia
$248K +$199K +12,400 New
TCM
2317
Triumph Capital Management
Colorado
$248K +$201K +12,520 New
BAM
2318
Bruderman Asset Management
New York
$247K +$198K +12,360 New
EWM
2319
Elmwood Wealth Management
California
$246K
CHA
2320
Carmichael Hill & Associates
Maryland
$246K +$1.92K +120 +1%
Financial Engines Advisors
2321
Financial Engines Advisors
California
$245K -$64.8K -4,040 -25%
AA
2322
Advisory Alpha
Michigan
$244K -$278K -17,320 -59%
JFA
2323
JNBA Financial Advisors
Minnesota
$244K -$96.2K -6,000 -33%
PIM
2324
Perpetual Investment Management
Australia
$244K +$196K +12,200 New
OFG
2325
OmniStar Financial Group
North Carolina
$243K +$195K +12,160 New