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Name Holding Trade Value Shares
Change
Change in
Stake
OIA
1751
Oakmont Investment Advisors
Pennsylvania
$390K -$94.5K -1,289 -19%
RRAM
1752
River Road Asset Management
Kentucky
$388K +$394K +5,380 New
NB
1753
Nicolet Bankshares
Wisconsin
$387K -$80.6K -1,099 -17%
OWCM
1754
One Wealth Capital Management
Arizona
$387K +$393K +5,365 New
PWMAG
1755
Pinnacle Wealth Management Advisory Group
New Jersey
$387K +$57.3K +781 +17%
SA
1756
Sonoma Allocations
California
$386K -$88.3K -1,204 -19%
TPCM
1757
Templeton & Phillips Capital Management
Tennessee
$386K – – –
HBW
1758
Hazlett, Burt & Watson
West Virginia
$386K +$35.6K +485 +10%
RWM
1759
Revisor Wealth Management
Ohio
$386K +$55.9K +762 +17%
NCM
1760
Northside Capital Management
Oregon
$385K – – –
ICP
1761
Interchange Capital Partners
Pennsylvania
$385K +$152K +2,068 +63%
CPA
1762
Capital Performance Advisors
California
$385K -$96.2K -1,312 -20%
RCAG
1763
Rehmann Capital Advisory Group
Michigan
$385K +$29.1K +397 +8%
CFGW
1764
Chancellor Financial Group WB
Pennsylvania
$384K +$47.6K +649 +14%
MAG
1765
M3 Advisory Group
Massachusetts
$382K -$26.8K -365 -6%
RZH
1766
Relyea Zuckerberg Hanson
Connecticut
$381K -$27.1K -369 -7%
LI
1767
Latash Investments
Alaska
$381K – – –
HIS
1768
Horizon Investment Services
Indiana
$380K – – –
SWMP
1769
Signature Wealth Management Partners
New Jersey
$380K – – –
AO
1770
Advisor OS
Illinois
$379K -$95K -1,296 -20%
BFF
1771
Byrne Financial Freedom
Massachusetts
$378K -$3.15K -43 -0.8%
OFG
1772
Oxford Financial Group
Indiana
$378K -$1.47K -20 -0.4%
ET
1773
Equitable Trust
Tennessee
$376K -$2.71K -37 -0.7%
SAG
1774
SageView Advisory Group
California
$375K +$48.2K +657 +14%
CICI
1775
Capital Investment Counsel Inc
North Carolina
$372K – – –