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Name Holding Trade Value Shares
Change
Change in
Stake
NERM
1101
New England Research & Management
Illinois
$270K
MC
1102
Machina Capital
France
$270K +$262K +5,491 New
PWMAG
1103
Pinnacle Wealth Management Advisory Group
New Jersey
$269K +$27K +567 +12%
FMP
1104
Financial Management Professionals
Texas
$269K +$4K +84 +2%
AAM
1105
Azzad Asset Management
Virginia
$268K +$3.62K +76 +1%
CB
1106
CNB Bank
Pennsylvania
$265K -$5.48K -115 -2%
MC
1107
Mathes Company
New York
$263K +$255K +5,350 New
AF
1108
Allworth Financial
California
$263K -$327K -6,853 -56%
MCM
1109
Mainstay Capital Management
Michigan
$263K -$33.4K -700 -12%
LI
1110
LMCG Investments
Massachusetts
$261K -$1.72K -36 -0.7%
VIA
1111
Vident Investment Advisory
Georgia
$261K -$281K -5,897 -53%
ZIG
1112
Zuckerman Investment Group
Illinois
$260K -$23.5K -492 -8%
CWM
1113
Compass Wealth Management
Connecticut
$259K
AC
1114
Allstate Corporation
Illinois
$259K -$6.87K -144 -3%
CBT
1115
Central Bank & Trust
Kentucky
$258K +$17.4K +364 +7%
NRI
1116
NFP Retirement Inc
California
$258K
HTC
1117
Haverford Trust Company
Pennsylvania
$258K +$250K +5,246 New
ACG
1118
Allen Capital Group
Nebraska
$257K
FAG
1119
Fortitude Advisory Group
Washington
$255K -$42.5K -892 -15%
LWANC
1120
Laurel Wealth Advisors (North Carolina)
North Carolina
$255K -$5.96K -125 -2%
NHT
1121
New Hampshire Trust
New Hampshire
$253K +$3.58K +75 +1%
ESB
1122
Essex Savings Bank
Connecticut
$252K +$46.7K +980 +24%
FAIM
1123
Financial Advocates Investment Management
Washington
$250K +$1.05K +22 +0.4%
HVP
1124
Hudson Value Partners
Florida
$248K +$240K +5,042 New
JWM
1125
Jeppson Wealth Management
California
$247K -$477 -10 -0.2%