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Name Holding Trade Value Shares
Change
Change in
Stake
CIC
1401
Concord Investment Counsel
California
$7.77M +$70K +218 +1%
WIM
1402
WealthPlan Investment Management
Nebraska
$7.73M -$144K -447 -2%
AWA
1403
Arete Wealth Advisors
Illinois
$7.69M -$204K -634 -3%
KCPG
1404
Kavar Capital Partners Group
Kansas
$7.68M +$35.6K +111 +0.5%
LCM
1405
Logan Capital Management
Pennsylvania
$7.67M +$7.18M +22,350 New
FMTC
1406
Farmers & Merchants Trust Company
California
$7.67M +$41.1K +128 +0.6%
SCM
1407
Schnieders Capital Management
California
$7.65M +$1.18M +3,690 +20%
AIMA
1408
Ables Iannone Moore & Associates
Georgia
$7.64M -$211K -657 -3%
PWS
1409
Peterson Wealth Services
Utah
$7.63M +$41.1K +128 +0.6%
BFG
1410
Beacon Financial Group
Texas
$7.62M -$93.1K -290 -1%
HA
1411
Herold Advisors
New York
$7.62M -$142K -442 -2%
MCCP
1412
Mission Creek Capital Partners
California
$7.62M +$314K +977 +5%
FCM
1413
Flagship Capital Management
Pennsylvania
$7.62M +$87.3K +272 +1%
SWA
1414
SFMG Wealth Advisors
Texas
$7.61M +$88K +274 +1%
GIA
1415
Gladstone Institutional Advisory
Florida
$7.6M -$132K -412 -2%
RAM
1416
Redmond Asset Management
Virginia
$7.6M -$149K -464 -2%
PCM
1417
Poehling Capital Management
Wisconsin
$7.59M -$20.5K -64 -0.3%
WBC
1418
West Branch Capital
Massachusetts
$7.56M +$25.4K +79 +0.4%
CPCM
1419
Cardinal Point Capital Management
Ontario, Canada
$7.55M -$20.9K -65 -0.3%
TIP
1420
Torray Investment Partners
Maryland
$7.55M +$712K +2,217 +11%
EIA
1421
Eastover Investment Advisors
North Carolina
$7.55M +$362K +1,129 +5%
FM
1422
Family Management
New York
$7.53M +$1.13M +3,535 +19%
CWM
1423
CMH Wealth Management
New Hampshire
$7.53M +$192K +599 +3%
PIA
1424
Petredis Investment Advisors
Pennsylvania
$7.53M +$3.85K +12 +0.1%
OAM
1425
Occidental Asset Management
California
$7.52M +$803K +2,500 +13%