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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
1301
Confluence Wealth Management
Oregon
$1.08M +$28.1K +604 +3%
OFS
1302
Orrstown Financial Services
Pennsylvania
$1.08M +$11.5K +247 +1%
PP
1303
PagnatoKarp Partners
Virginia
$1.08M -$33.3K -715 -3%
PL
1304
Plancorp LLC
Missouri
$1.08M -$25K -537 -2%
NEPWA
1305
New England Private Wealth Advisors
Massachusetts
$1.07M -$280K -6,010 -20%
AWM
1306
Avior Wealth Management
Nebraska
$1.07M -$20.1K -431 -2%
SMC
1307
Smith, Moore & Co
Missouri
$1.07M +$125K +2,682 +13%
FCFC
1308
First Commonwealth Financial Corp
Pennsylvania
$1.06M +$66.2K +1,421 +6%
BPC
1309
Banque Pictet & Cie
Switzerland
$1.06M +$698K +14,979 +170%
BPM
1310
Bowling Portfolio Management
Ohio
$1.06M -$1.69M -36,346 -60%
SC
1311
Savant Capital
Illinois
$1.06M -$119K -2,558 -10%
FMWA
1312
Forvis Mazars Wealth Advisors
Missouri
$1.06M -$36.6K -785 -3%
IIC
1313
Ironwood Investment Counsel
Arizona
$1.06M
CCT
1314
Country Club Trust
Missouri
$1.06M +$5.78K +124 +0.5%
SXL
1315
Summit X LLC
Missouri
$1.06M +$1.1M +23,563 New
BOS
1316
Bank of Stockton
California
$1.05M -$64.6K -1,387 -6%
UAS
1317
United Asset Strategies
New York
$1.05M +$37.6K +808 +4%
MRCM
1318
M&R Capital Management
New Jersey
$1.04M -$868K -18,642 -46%
CNAM
1319
Campbell Newman Asset Management
Wisconsin
$1.03M -$135K -2,900 -11%
SIC
1320
SFE Investment Counsel
California
$1.03M -$1.43M -30,623 -57%
NJBEST
1321
New Jersey Better Educational Savings Trust
New Jersey
$1.03M +$93.2K +2,000 +10%
MVA
1322
Mount Vernon Associates
Maryland
$1.03M +$699 +15 +0.1%
SFSIG
1323
San Francisco Sentry Investment Group
California
$1.02M +$39.1K +840 +4%
AB
1324
AT Bancorp
Iowa
$1.02M -$15K -323 -1%
CK
1325
Cohen Klingenstein
New York
$1.02M