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Name Holding Trade Value Shares
Change
Change in
Stake
SMG
1551
Spectrum Management Group
Indiana
$16.4M +$719K +5,980 +5%
SAM
1552
Synergy Asset Management
Washington
$16.4M +$14.9M +123,531 New
AOWM
1553
Alpha Omega Wealth Management
Virginia
$16.4M -$487K -4,047 -3%
NFG
1554
Nations Financial Group
Iowa
$16.4M +$17K +141 +0.1%
GAM
1555
Gemmer Asset Management
California
$16.3M +$337K +2,800 +2%
FPS
1556
Fieldpoint Private Securities
Connecticut
$16.3M -$93.6K -778 -0.6%
CCT
1557
Capital City Trust
Florida
$16.2M -$670K -5,569 -4%
FWP
1558
FAS Wealth Partners
Kansas
$16.1M -$272K -2,259 -2%
HC
1559
Hendley & Co
Ohio
$16.1M -$566K -4,708 -4%
SEP
1560
Southland Equity Partners
Missouri
$16.1M +$14.6M +121,199 New
MAA
1561
Matrix Asset Advisors
New York
$16.1M +$165K +1,370 +1%
FFA
1562
Founders Financial Alliance
North Carolina
$16.1M +$623K +5,181 +4%
IA
1563
Insight Advisors
Pennsylvania
$16M +$14.5M +120,908 New
SCM
1564
SOL Capital Management
Maryland
$16M +$105K +874 +0.7%
ANBT
1565
American National Bank & Trust
Texas
$16M -$221K -1,834 -1%
MFG
1566
Merit Financial Group
Georgia
$15.9M +$2.97M +24,652 +26%
B
1567
Bellecapital
Switzerland
$15.9M +$3.06M +25,474 +27%
RC
1568
RBF Capital
California
$15.9M
UAS
1569
United Asset Strategies
New York
$15.9M +$162K +1,345 +1%
CPA
1570
Capital Planning Advisors
California
$15.9M +$254K +2,114 +2%
HC
1571
Hourglass Capital
Texas
$15.9M -$789K -6,557 -5%
BCM
1572
Breiter Capital Management
Florida
$15.9M -$90.7K -754 -0.6%
AWM
1573
Avior Wealth Management
Nebraska
$15.9M -$120K -999 -0.8%
CA
1574
Calton & Associates
Florida
$15.8M -$447K -3,717 -3%
LOAMS
1575
Lombard Odier Asset Management (Switzerland)
Switzerland
$15.8M -$1.47M -12,222 -9%