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Name Holding Trade Value Shares
Change
Change in
Stake
PSCM
1701
Per Stirling Capital Management
Texas
$321K -$9.01K -518 -3%
APW
1702
Aurora Private Wealth
New Jersey
$321K +$2.4K +138 +0.8%
GWM
1703
Gibbs Wealth Management
Georgia
$321K +$17.4K +1,001 +6%
NSAM
1704
North Star Asset Management
Wisconsin
$321K -$6.76K -389 -2%
GDP
1705
Great Diamond Partners
Maine
$320K -$8.69K -500 -3%
KWA
1706
Kellett Wealth Advisors
Ohio
$320K -$16.8K -966 -5%
CIA
1707
Citadel Investment Advisory
Ohio
$320K -$196K -11,299 -40%
GWA
1708
Gibson Wealth Advisors
Texas
$319K
MCM
1709
Monarch Capital Management
Indiana
$319K -$32.6K -1,875 -10%
HFS
1710
HBC Financial Services
Washington
$319K
SCP
1711
Sandhill Capital Partners
New York
$318K -$8.69K -500 -3%
FOA
1712
Five Oceans Advisors
California
$318K +$289K +16,622 New
WTA
1713
Washington Trust Advisors
Massachusetts
$317K
QC
1714
Quent Capital
New York
$316K +$61.3K +3,523 +27%
CAS
1715
Coppell Advisory Solutions
Texas
$316K +$288K +16,555 New
DJYG
1716
David J. Yvars Group
Florida
$316K
AT
1717
Arden Trust
Delaware
$316K -$16.4K -942 -5%
VFG
1718
Valley Financial Group
Pennsylvania
$316K -$539 -31 -0.2%
MCM
1719
Maple Capital Management
Vermont
$316K -$156 -9 -0.1%
TIA
1720
Tiemann Investment Advisors
California
$315K -$2.17K -125 -0.8%
LGG
1721
Luts & Greenleigh Group
Maryland
$314K +$286K +16,429 New
BTWM
1722
Brass Tax Wealth Management
Ohio
$314K +$286K +16,428 New
RHDIC
1723
R.H. Dinel Investment Counsel
California
$313K
GCA
1724
Genesee Capital Advisors
New York
$313K +$2.1K +121 +0.7%
SWM
1725
Selective Wealth Management
Virginia
$313K