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Name Holding Trade Value Shares
Change
Change in
Stake
SIC
1051
Salem Investment Counselors
North Carolina
$415K
FM
1052
Foster & Motley
Ohio
$414K
ATIA
1053
American Trust Investment Advisors
New Hampshire
$411K -$17.7K -125 -4%
MCM
1054
MAI Capital Management
Ohio
$410K -$18.7K -132 -5%
WAM
1055
Wakefield Asset Management
Colorado
$409K +$384K +2,712 New
LFA
1056
Legacy Financial Advisors
Kentucky
$408K -$102K -720 -21%
ESBC
1057
E.S. Barr & Co
Kentucky
$407K
SCM
1058
Salem Capital Management
Massachusetts
$407K
CB
1059
Cadence Bank
Mississippi
$406K +$91.7K +648 +32%
ARMT
1060
Amica Retiree Medical Trust
Rhode Island
$403K
NFG
1061
Nations Financial Group
Iowa
$403K +$10.2K +72 +3%
BJL
1062
Brighton Jones LLC
Washington
$401K -$15.7K -111 -4%
SS
1063
Simplicity Solutions
Minnesota
$398K -$43.7K -309 -10%
SSW
1064
Smith Shellnut Wilson
Mississippi
$398K +$373K +2,639 New
PFS
1065
Prospera Financial Services
Texas
$397K -$71.4K -505 -15%
BCM
1066
Brookstone Capital Management
Illinois
$396K +$4.95K +35 +1%
EWM
1067
Evermay Wealth Management
Virginia
$394K -$3.54K -25 -0.9%
BA
1068
BCM Advisors
Louisiana
$393K
Grantham, Mayo, Van Otterloo & Co (GMO)
1069
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$392K -$1.19M -8,390 -76%
HWA
1070
Heritage Wealth Advisors
Virginia
$392K -$141 -1 -0%
FHA
1071
Flagship Harbor Advisors
Massachusetts
$391K -$15.7K -111 -4%
TFS
1072
TrustCore Financial Services
Tennessee
$391K
OFW
1073
Omnia Family Wealth
Florida
$388K
NP
1074
NorthRock Partners
Minnesota
$388K +$119K +842 +49%
GFPC
1075
Global Financial Private Capital
Florida
$386K +$95.6K +676 +36%