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Name Holding Trade Value Shares
Change
Change in
Stake
PV
1801
Private Vista
Illinois
$323K +$42K +1,331 +15%
CW
1802
Cobiz Wealth
Colorado
$322K -$41.6K -1,318 -12%
GWS
1803
Glassman Wealth Services
Virginia
$322K
CWM
1804
Circle Wealth Management
New Jersey
$322K +$61.8K +1,960 +24%
FAM
1805
Fenimore Asset Management
New York
$320K -$2.27K -72 -0.7%
RCM
1806
RB Capital Management
Nevada
$318K -$2.59K -82 -0.8%
CCMG
1807
Clark Capital Management Group
Pennsylvania
$317K -$63.6K -2,018 -17%
NG
1808
NatWest Group
United Kingdom
$317K -$29.9K -949 -9%
GEA
1809
Glen Eagle Advisors
New Jersey
$316K +$5.99K +190 +2%
BW
1810
Biegel & Waller
Maryland
$313K +$284 +9 +0.1%
AW
1811
Alpha Windward
Massachusetts
$307K +$24.6K +780 +9%
BII
1812
Bainco International Investors
Massachusetts
$306K -$14K -445 -4%
HFS
1813
Haverford Financial Services
Pennsylvania
$306K -$4.95K -157 -2%
GS
1814
Gagnon Securities
New York
$306K
WBG
1815
Wharton Business Group
Pennsylvania
$306K +$3.25K +103 +1%
MCM
1816
Millie Capital Management
California
$304K -$120K -3,816 -29%
PFO
1817
Pathstone Family Office
New Jersey
$304K -$19K -602 -6%
HPWM
1818
Highland Private Wealth Management
Washington
$304K +$2.55K +81 +0.9%
CW
1819
Cabot-Wellington
Massachusetts
$302K
TFF
1820
The Family Firm
Maryland
$300K +$20.8K +659 +8%
SNBOSCI
1821
Security National Bank of Sioux City Iowa
Iowa
$298K -$125K -3,961 -30%
ACP
1822
Aveo Capital Partners
Colorado
$298K +$34K +1,078 +13%
MGIA
1823
Matthew Goff Investment Advisor
Texas
$294K -$73.4K -2,329 -20%
BIM
1824
Barton Investment Management
Pennsylvania
$292K
HCA
1825
Horan Capital Advisors
Ohio
$292K +$67.3K +2,133 +30%