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Name Holding Trade Value Shares
Change
Change in
Stake
MFW
1101
Meristem Family Wealth
Minnesota
$344K -$8.77K -110 -3%
CCT
1102
Capital City Trust
Florida
$343K -$3.19K -40 -1%
PFS
1103
Physicians Financial Services
North Carolina
$341K -$80 -1 -0%
BOS
1104
Bank of Stockton
California
$340K – – –
Cetera Investment Advisers
1105
Cetera Investment Advisers
Illinois
$339K +$717 +9 +0.2%
BP
1106
Ballentine Partners
Massachusetts
$339K +$31.4K +394 +11%
CPA
1107
Columbia Pacific Advisors
Washington
$339K +$313K +3,923 New
AC
1108
Alexandria Capital
Virginia
$334K -$160K -2,009 -33%
NED
1109
Nancy E. Dempze
$334K +$320K +4,015 New
BCA
1110
Berman Capital Advisors
Georgia
$333K -$55.7K -699 -15%
HPC
1111
HM Payson & Co
Maine
$327K +$20.3K +255 +7%
MWM
1112
Mission Wealth Management
California
$327K +$76.3K +958 +32%
YMRC
1113
Yorktown Management & Research Company
Virginia
$325K +$311K +3,900 New
GAG
1114
GM Advisory Group
New York
$324K -$121K -1,523 -28%
TC
1115
Truvestments Capital
Florida
$324K +$310K +3,887 New
1WA
1116
180 Wealth Advisors
Washington
$323K -$877 -11 -0.3%
VIM
1117
Veritas Investment Management
United Kingdom
$323K – – –
CA
1118
Cornerstone Advisory
Maryland
$322K -$13.9K -174 -4%
PJSIMP
1119
P.J. Schmidt Investment Management (PJS)
Wisconsin
$320K – – –
JA
1120
JOYN Advisors
Georgia
$318K -$218K -2,737 -42%
CAM
1121
Concorde Asset Management
Michigan
$314K -$17.5K -220 -6%
CBT
1122
Capital Bank & Trust
California
$313K +$57.5K +722 +24%
HIC
1123
Holderness Investments Company
North Carolina
$312K – – –
PCMC
1124
Paragon Capital Management (Colorado)
Colorado
$312K – – –
SIAS
1125
Shine Investment Advisory Services
Colorado
$311K +$1.43K +18 +0.5%