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Name Holding Trade Value Shares
Change
Change in
Stake
CIM
1151
CIM Investment Management
Pennsylvania
$701K -$12.6K -176 -2%
ASN
1152
Advisory Services Network
Georgia
$698K -$193K -2,692 -20%
DAS
1153
Dynamic Advisor Solutions
Arizona
$698K +$3.3K +46 +0.4%
BEAM
1154
Baker Ellis Asset Management
Washington
$698K +$77.5K +1,081 +11%
CCM
1155
CrestPoint Capital Management
Missouri
$698K +$322K +4,500 +74%
RC
1156
Roundview Capital
New Jersey
$695K -$582K -8,122 -43%
TTWM
1157
TCV Trust & Wealth Management
Virginia
$692K +$32.2K +450 +4%
IC
1158
Investment Counsel
Michigan
$688K – – –
FG
1159
Fiduciary Group
Georgia
$684K +$2.22K +31 +0.3%
OC
1160
Oarsman Capital
Wisconsin
$674K -$48K -670 -6%
SIC
1161
Salem Investment Counselors
North Carolina
$671K -$31.5K -440 -4%
HC
1162
Hawkins Capital
Texas
$664K – – –
MIC
1163
Meridian Investment Counsel
California
$661K +$12.5K +175 +2%
WIS
1164
Wright Investors Service
Connecticut
$660K -$95.7K -1,335 -12%
NPC
1165
National Planning Corporation
California
$660K +$34.8K +485 +5%
LFAS
1166
Level Four Advisory Services
Texas
$659K -$884K -12,342 -59%
WI
1167
Wintrust Investments
Illinois
$658K -$33.3K -465 -4%
SC
1168
Searle & Co
Connecticut
$658K – – –
AWE
1169
Avidian Wealth Enterprises
Texas
$653K -$27.7K -387 -4%
SNT
1170
Security National Trust
West Virginia
$652K -$38.1K -532 -5%
CI
1171
Capital Innovations
Wisconsin
$650K – – –
BRC
1172
Bell Rock Capital
Delaware
$642K +$688K +9,604 +8,279%
CAM
1173
Columbia Asset Management
Michigan
$640K -$8.96K -125 -1%
GS
1174
Girard Securities
California
$636K -$8.03K -112 -1%
RFS
1175
Rockefeller Financial Services
New York
$632K – – –