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Name Holding Trade Value Shares
Change
Change in
Stake
XS
2101
XML Securities
Maryland
$214K +$213K +6,240 New
DBG
2102
De Burlo Group
Massachusetts
$213K -$37.7K -1,107 -15%
DCM
2103
Dimension Capital Management
Florida
$212K -$36.6K -1,073 -15%
PCFFS
2104
Pacific Center for Financial Services
California
$212K
PCP
2105
Proficio Capital Partners
Massachusetts
$211K +$4.09K +120 +2%
TI
2106
Truepoint Inc
Ohio
$210K -$182K -5,329 -47%
MCM
2107
Mainstay Capital Management
Michigan
$210K +$208K +6,104 New
KA
2108
Kaizen Advisory
Illinois
$209K +$207K +6,081 New
EWM
2109
Elite Wealth Management
Washington
$209K +$208K +6,088 New
SIAS
2110
Shine Investment Advisory Services
Colorado
$208K -$74.9K -2,197 -27%
AC
2111
Allstate Corporation
Illinois
$208K +$206K +6,056 New
OKSA
2112
O'Keefe Stevens Advisory
New York
$207K +$206K +6,034 New
HC
2113
Hamilton Capital
Ohio
$207K +$206K +6,035 New
SNB
2114
Security National Bank
Nebraska
$206K
TIA
2115
Tandem Investment Advisors
South Carolina
$206K +$204K +5,996 New
BFG
2116
Barber Financial Group
Kansas
$205K +$203K +5,967 New
CCA
2117
Conservest Capital Advisors
Pennsylvania
$205K +$204K +5,971 New
CCC
2118
Chelsea Counsel Company
California
$204K -$89.8K -2,635 -31%
GIP
2119
Greatmark Investment Partners
Georgia
$204K -$39.4K -1,155 -16%
JA
2120
JOYN Advisors
Georgia
$204K +$202K +5,937 New
CB
2121
Cooke & Bieler
Pennsylvania
$203K -$25.9K -759 -11%
ACM
2122
Armbruster Capital Management
New York
$202K
JCM
2123
Jag Capital Management
Missouri
$201K +$199K +5,842 New
OIWM
2124
OptiFour Integrated Wealth Management
Virginia
$201K +$200K +5,863 New
PA
2125
Perennial Advisors
New York
$199K +$13.5K +396 +7%