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Name Holding Trade Value Shares
Change
Change in
Stake
NBG
951
Nancy B. Gardiner
$879K -$25.2K -100 -3%
PJSIMP
952
P.J. Schmidt Investment Management (PJS)
Wisconsin
$866K +$362K +1,435 +79%
LSA
953
L & S Advisors
California
$860K -$60.5K -240 -7%
WP
954
WealthPLAN Partners
Nebraska
$859K +$48.9K +194 +7%
ACM
955
Avalon Capital Management
California
$859K +$194K +770 +31%
NCM
956
Northstar Capital Management
New York
$854K +$212K +840 +36%
BIM
957
Barton Investment Management
Pennsylvania
$853K
PWMG
958
Prestige Wealth Management Group
New Jersey
$853K +$409K +1,621 +103%
ESB
959
Essex Savings Bank
Connecticut
$852K +$50.4K +200 +7%
MWM
960
Meridian Wealth Management
Kentucky
$850K -$371K -1,470 -32%
BDF
961
Balasa Dinverno & Foltz
$837K -$84.2K -334 -10%
VCM
962
Violich Capital Management
California
$833K
NEIRG
963
New England Investment & Retirement Group
Massachusetts
$829K -$27.7K -110 -3%
ECM
964
Evergreen Capital Management
Washington
$825K -$30.3K -120 -4%
GFP
965
Gryphon Financial Partners
Ohio
$817K -$11.1K -44 -1%
CP
966
Covenant Partners
Tennessee
$817K +$773K +3,065 New
FWM
967
Frontier Wealth Management
Missouri
$814K +$7.06K +28 +0.9%
PG
968
Proffitt & Goodson
Tennessee
$814K +$767K +3,042 +27,655%
FPCP
969
Fort Point Capital Partners
California
$810K -$70.8K -281 -8%
PIA
970
Pinion Investment Advisors
Kansas
$802K +$41.6K +165 +6%
UM
971
Ulysses Management
New York
$799K +$756K +3,000 New
AL
972
Aspiriant LLC
California
$796K -$66.8K -265 -8%
BFM
973
Boothbay Fund Management
New York
$795K -$1.26M -4,993 -63%
CG
974
Caprock Group
Idaho
$795K +$175K +694 +30%
NME
975
Notis-McConarty Edward
$794K