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Name Holding Trade Value Shares
Change
Change in
Stake
SP
1626
Successful Portfolios
Florida
$869K -$139K -1,305 -14%
SLT
1627
St Louis Trust
Missouri
$867K
CCA
1628
Cobblestone Capital Advisors
New York
$867K -$52.6K -493 -6%
SB
1629
Strategic Blueprint
Georgia
$867K -$28.6K -268 -3%
CA
1630
Cambridge Advisors
Nebraska
$866K -$79.4K -745 -9%
KA
1631
Klingman & Associates
New York
$865K -$25.5K -239 -3%
FBA
1632
Front Barnett Associates
Illinois
$865K -$65.6K -615 -7%
RVPG
1633
Relative Value Partners Group
$864K -$157K -1,470 -16%
PCMI
1634
Paradigm Capital Management Inc
New York
$861K
BWP
1635
Baldwin Wealth Partners
Massachusetts
$860K +$17.4K +163 +2%
FIA
1636
Foundations Investment Advisors
Arizona
$858K +$175K +1,645 +26%
PMIA
1637
Patrick Mauro Investment Advisor
Illinois
$854K +$6.4K +60 +0.8%
SBF
1638
Sara-Bay Financial
Florida
$853K
PG
1639
Patten Group
Tennessee
$851K -$33.9K -318 -4%
WIA
1640
Westbourne Investment Advisors
Maryland
$847K
FA
1641
Fagan Associates
New York
$845K
FTWA
1642
Fifth Third Wealth Advisors
Ohio
$844K +$426K +4,000 +107%
NB
1643
Northwest Bancshares
Pennsylvania
$844K +$11.6K +109 +1%
WB
1644
West Bancorporation
Iowa
$842K -$16.8K -158 -2%
TCM
1645
Tributary Capital Management
Nebraska
$842K +$13.4K +126 +2%
VIM
1646
Vista Investment Management
Pennsylvania
$839K
PWAM
1647
Pinnacle West Asset Management
Wyoming
$839K -$6.93K -65 -0.8%
IAIM
1648
International Assets Investment Management
Florida
$836K -$38.5K -361 -4%
SMH
1649
Sanders Morris Harris
Texas
$836K +$830K +7,785 New
OFG
1650
Oxford Financial Group
Indiana
$836K +$35.4K +332 +5%