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Name Holding Trade Value Shares
Change
Change in
Stake
LFA
2151
Legacy Financial Advisors
Kentucky
$288K +$15K +361 +5%
HC
2152
Hamilton Capital
Ohio
$288K +$29.7K +715 +11%
TCM
2153
Tradewinds Capital Management
Washington
$287K -$54.3K -1,307 -16%
PBO
2154
Peoples Bank (Ohio)
Ohio
$286K +$286K +6,893 New
HIS
2155
Harvest Investment Services
Illinois
$286K +$308K +7,410 New
BCB
2156
Brian C. Broderick
$285K -$35K -843 -11%
CM
2157
Castleark Management
Illinois
$284K
TIM
2158
Total Investment Management
Arizona
$283K +$125 +3 +0%
EIP
2159
Ellis Investment Partners
Pennsylvania
$282K +$283K +6,811 New
SHIM
2160
Stone House Investment Management
Pennsylvania
$280K -$19.5K -470 -6%
WC
2161
Weil Company
California
$277K
EBSAM
2162
Eubel Brady & Suttman Asset Management
Ohio
$276K +$664 +16 +0.2%
TCM
2163
Towercrest Capital Management
Pennsylvania
$276K +$1.12K +27 +0.4%
BCM
2164
Blume Capital Management
California
$274K
UF
2165
Univest Financial
Pennsylvania
$274K +$54.7K +1,318 +25%
CA
2166
Crewe Advisors
Utah
$272K
TFF
2167
The Family Firm
Maryland
$272K +$291 +7 +0.1%
RVPG
2168
Relative Value Partners Group
$271K
OKSA
2169
O'Keefe Stevens Advisory
New York
$270K
AC
2170
Alley Company
Illinois
$270K +$270K +6,515 New
CISOA
2171
Capital Investment Services of America
Wisconsin
$269K -$219K -5,287 -45%
ICM
2172
IMS Capital Management
Oregon
$269K -$114K -2,757 -30%
WA
2173
WP Advisors
California
$269K -$5.65K -136 -2%
RWMH
2174
Riverpoint Wealth Management Holdings
Illinois
$269K -$2.62K -63 -1%
ACP
2175
Aveo Capital Partners
Colorado
$267K -$125 -3 -0%