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Name Holding Trade Value Shares
Change
Change in
Stake
HWMG
1926
Hurlow Wealth Management Group
Indiana
$345K +$9.7K +519 +3%
AIA
1927
Angeles Investment Advisors
California
$345K +$31.9K +1,705 +10%
BRM
1928
Boston Research & Management
Massachusetts
$344K -$566K -30,270 -62%
PMA
1929
Prudent Man Advisors
Illinois
$344K -$57.7K -3,089 -14%
OPCM
1930
Osborne Partners Capital Management
California
$344K +$13.3K +710 +4%
SSW
1931
Smith Shellnut Wilson
Mississippi
$343K -$129K -6,905 -27%
CNB
1932
Camden National Bank
Maine
$343K -$37.8K -2,022 -10%
GWA
1933
GGM Wealth Advisors
Maryland
$342K -$49.7K -2,661 -13%
FNT
1934
First Nebraska Trust
Nebraska
$341K -$245K -13,084 -42%
WCM
1935
Windsor Capital Management
Arizona
$341K -$37.1K -1,986 -10%
PC
1936
Periscope Capital
Ontario, Canada
$340K +$342K +18,302 New
NF
1937
Norwood Financial
Pennsylvania
$340K +$342K +18,308 New
SC
1938
Stephens Consulting
Michigan
$339K +$341K +18,258 New
GG
1939
GenWealth Group
New Jersey
$339K -$3.12K -167 -0.9%
BFG
1940
Bouchey Financial Group
New York
$339K +$13.2K +705 +4%
MAM
1941
Madison Asset Management
Wisconsin
$335K -$453K -24,258 -57%
FG
1942
Foster Group
Iowa
$335K -$6.06K -324 -2%
EIG
1943
Ellenbecker Investment Group
Wisconsin
$335K +$6.88K +368 +2%
ZAM
1944
Zevin Asset Management
Massachusetts
$334K -$2.16M -115,679 -87%
CSIA
1945
Charles Schwab Investment Advisory
California
$334K +$336K +17,979 New
BIP
1946
Blueprint Investment Partners
North Carolina
$332K +$30.8K +1,648 +10%
RWA
1947
Redhawk Wealth Advisors
Minnesota
$332K -$290K -15,529 -47%
WCAMG
1948
Woodard & Company Asset Management Group
North Carolina
$332K – – –
FAT
1949
First American Trust
California
$332K +$4.41K +236 +1%
NCM
1950
Noesis Capital Mangement
Florida
$332K +$55K +2,944 +20%