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Name Holding Trade Value Shares
Change
Change in
Stake
EWM
1401
Edge Wealth Management
New York
$234K +$133K +2,008 +148%
H
1402
Hexavest
Quebec, Canada
$234K +$222K +3,353 New
SFM
1403
Signature Financial Management
Virginia
$234K +$272K +4,119 New
ACM
1404
AUA Capital Management
Pennsylvania
$233K – – –
FVCM
1405
F&V Capital Management
Florida
$233K – – –
HPWM
1406
Highland Private Wealth Management
Washington
$229K +$217K +3,288 New
WCM
1407
Weik Capital Management
Pennsylvania
$228K +$216K +3,265 New
SFG
1408
SNS Financial Group
Minnesota
$227K +$9.26K +140 +4%
CIC
1409
Chase Investment Counsel
Virginia
$226K +$6.94K +105 +3%
IWM
1410
IHT Wealth Management
Illinois
$226K +$46K +696 +27%
AR
1411
Advisory Research
Illinois
$226K +$214K +3,237 New
AssetMark Inc
1412
AssetMark Inc
California
$225K +$32.9K +497 +18%
B
1413
Brightworth
Georgia
$224K +$213K +3,215 New
OSNBOA
1414
Old Second National Bank of Aurora
Illinois
$223K -$813K -12,294 -79%
BRC
1415
Bell Rock Capital
Delaware
$223K -$431K -6,520 -67%
BST
1416
Bath Savings Trust
Maine
$223K -$61.2K -926 -22%
BW
1417
Bison Wealth
Georgia
$223K +$2.38K +36 +1%
TF
1418
Tompkins Financial
New York
$222K +$4.63K +70 +2%
SBWM
1419
Sunflower Bank Wealth Management
Arizona
$220K – – –
GLI
1420
Guardian Life Insurance
New York
$220K +$529 +8 +0.3%
RFM
1421
Royal Fund Management
Florida
$219K +$1.19K +18 +0.6%
WA
1422
Wheatland Advisors
Pennsylvania
$216K – – –
AMIM
1423
Aull & Monroe Investment Management
Alabama
$216K +$205K +3,098 New
FWP
1424
FAS Wealth Partners
Kansas
$216K +$205K +3,103 New
PFBT
1425
Parkside Financial Bank & Trust
Missouri
$215K +$2.71K +41 +1%