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Name Holding Trade Value Shares
Change
Change in
Stake
FI
2126
Financial Insights
Washington
$239K +$245K +10,530 New
MYIA
2127
Mount Yale Investment Advisors
Colorado
$237K -$73.8K -3,172 -23%
FAM
2128
Fenimore Asset Management
New York
$237K +$466 +20 +0.2%
BONST
2129
Bank of Nova Scotia Trust
Ontario, Canada
$234K -$52.6K -2,258 -17%
FCMC
2130
Founders Capital Management (Connecticut)
Connecticut
$234K +$252K +10,840 New
PCA
2131
Peddock Capital Advisors
Massachusetts
$233K +$45.7K +1,964 +22%
GWS
2132
Glassman Wealth Services
Virginia
$232K -$43K -1,846 -15%
WA
2133
Wealth Architects
California
$230K -$69.2K -2,974 -22%
TFF
2134
The Family Firm
Maryland
$230K -$17K -731 -6%
CAW
2135
Cornerstone Advisors (Washington)
Washington
$230K +$39.4K +1,691 +19%
C
2136
Cerebellum
California
$229K +$77.6K +3,332 +46%
FWM
2137
Foresight Wealth Management
Utah
$229K +$248K +10,642 New
FNBOH
2138
First National Bank of Hutchinson
Kansas
$226K -$21.4K -920 -8%
LB
2139
Landmark Bank
Missouri
$226K -$7.64K -328 -3%
AF
2140
Affiance Financial
Minnesota
$226K -$698 -30 -0.3%
AAM
2141
Aureus Asset Management
Massachusetts
$225K
CFA
2142
Capstone Financial Advisors
Illinois
$224K -$212K -9,093 -47%
CWM
2143
Confluence Wealth Management
Oregon
$224K -$113K -4,835 -32%
FPB
2144
First PREMIER Bank
South Dakota
$224K -$6.47K -278 -3%
AC
2145
Addison Capital
Pennsylvania
$222K +$93 +4 +0%
HI
2146
Hendershot Investments
Virginia
$221K
MC
2147
Miramar Capital
Illinois
$221K +$229K +9,828 New
ACM
2148
Armbruster Capital Management
New York
$219K -$30.2K -1,297 -11%
PC
2149
Periscope Capital
Ontario, Canada
$219K +$236K +10,159 New
AQA
2150
Alpha Quant Advisors
Texas
$219K +$237K +10,180 New