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Name Holding Trade Value Shares
Change
Change in
Stake
Bessemer Group
526
Bessemer Group
New Jersey
$13K -$6.9K -92 -34%
HRCM
527
Hood River Capital Management
Florida
$13K +$13.5K +180 New
GFP
528
Gryphon Financial Partners
Ohio
$12K -$2.93K -39 -19%
QCG
529
Quadrant Capital Group
Ohio
$12K +$525 +7 +3%
TCOV
530
Trust Company of Vermont
Vermont
$12K +$11.9K +159 New
CIA
531
CSat Investment Advisory
Michigan
$12K +$12.3K +164 New
CAC
532
Certified Advisory Corp
Florida
$11K
LWA
533
Lenox Wealth Advisors
New York
$10K -$3.38K -45 -24%
HNB
534
Huntington National Bank
Ohio
$10K -$525 -7 -5%
MF
535
MHI Funds
New York
$9K +$5.03K +67 +131%
TFS
536
TrustCore Financial Services
Tennessee
$9K +$9K +120 New
PMFA
537
Plante Moran Financial Advisors
Michigan
$7K -$6K -80 -45%
AA
538
AlphaMark Advisors
Kentucky
$7K
CCM
539
Cribstone Capital Management
Maine
$7K
GRP
540
Global Retirement Partners
California
$7K
PCM
541
Poehling Capital Management
Wisconsin
$7K
RWA
542
Ropes Wealth Advisors
Massachusetts
$7K
TFO
543
Tarbox Family Office
California
$7K
FMII
544
Farmers & Merchants Investments Inc
Nebraska
$5K
JCM
545
Jacobi Capital Management
Pennsylvania
$5K
NWM
546
Northwest Wealth Management
Iowa
$5K
TL
547
TrueWealth LLC
Georgia
$5K
WPA
548
West Paces Advisors
Georgia
$4.39K
NIM
549
NuWave Investment Management
New Jersey
$4K -$327K -4,363 -99%
RA
550
Rational Advisors
New York
$4K -$5.78K -77 -57%