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Name Holding Trade Value Shares
Change
Change in
Stake
BIM
1251
Beach Investment Management
Pennsylvania
$355K +$375K +5,820 New
BSW
1252
Buckingham Strategic Wealth
Missouri
$352K -$94K -1,460 -20%
MWPCG
1253
Measured Wealth Private Client Group
New Hampshire
$349K +$7.66K +119 +2%
PCM
1254
Pointe Capital Management
Michigan
$349K +$35.9K +558 +11%
LNC
1255
Lincoln National Corp
Pennsylvania
$349K +$127K +1,968 +52%
MIS
1256
Morningstar Investment Services
Illinois
$347K -$12.6K -195 -3%
CCM
1257
Compton Capital Management
Rhode Island
$344K +$6.44K +100 +2%
S
1258
SimplyRich
California
$342K
RI
1259
Ridgewood Investments
New Jersey
$341K +$99.1K +1,540 +38%
UBG
1260
United Bank (Georgia)
Georgia
$337K -$23.2K -361 -6%
CISOA
1261
Capital Investment Services of America
Wisconsin
$337K
PWPS
1262
Pinnacle Wealth Planning Services
Ohio
$335K -$19.2K -298 -5%
AAIM
1263
Asset Advisors Investment Management
Georgia
$335K +$354K +5,500 New
WA
1264
Wealth Architects
California
$334K +$8.82K +137 +3%
FAIM
1265
Financial Advocates Investment Management
Washington
$333K -$26.7K -415 -7%
WRM
1266
Weybosset Research & Management
Rhode Island
$332K
MCM
1267
MV Capital Management
Maryland
$332K +$2K +31 +0.6%
TF
1268
Tompkins Financial
New York
$331K -$3.15K -49 -0.9%
BEC
1269
Blue Edge Capital
Virginia
$330K
WPC
1270
White Pine Capital
Minnesota
$329K
PCG
1271
Private Capital Group
Connecticut
$329K +$55.6K +863 +19%
HH
1272
Hilltop Holdings
Texas
$328K -$102K -1,588 -23%
CCM
1273
Coldstream Capital Management
Washington
$328K -$41.6K -646 -11%
VAM
1274
Visionary Asset Management
Texas
$325K +$139K +2,157 +69%
WCM
1275
Weik Capital Management
Pennsylvania
$323K +$83.7K +1,300 +33%