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Name Holding Trade Value Shares
Change
Change in
Stake
NFG
1401
Nations Financial Group
Iowa
$386K -$20.6K -112 -5%
BHA
1402
Beech Hill Advisors
New York
$385K +$46.8K +255 +13%
BWP
1403
BSW Wealth Partners
Colorado
$383K
CS
1404
Credential Securities
$382K +$7.89K +43 +2%
KF
1405
Krilogy Financial
Missouri
$381K +$44.2K +241 +12%
OPWM
1406
Oak Point Wealth Management
Michigan
$381K +$422K +2,300 New
CAAS
1407
Capital Asset Advisory Services
Michigan
$380K
CA
1408
Cornerstone Advisory
Maryland
$377K -$10.6K -58 -3%
BHIA
1409
Birch Hill Investment Advisors
Massachusetts
$377K
PAM
1410
Paradigm Asset Management
New York
$375K -$18.4K -100 -4%
QIM
1411
Quest Investment Management
Oregon
$374K
Jacobs Levy Equity Management
1412
Jacobs Levy Equity Management
New Jersey
$370K +$399K +2,172 New
PAA
1413
Peregrine Asset Advisers
Oregon
$369K -$437K -2,383 -52%
Credit Agricole
1414
Credit Agricole
France
$369K -$416K -2,265 -51%
FAM
1415
Flaharty Asset Management
Florida
$366K +$405K +2,206 New
EWM
1416
Evermay Wealth Management
Virginia
$362K +$135K +735 +53%
EWG
1417
Executive Wealth Group
Washington
$361K
RIS
1418
Retirement Income Solutions
Michigan
$360K -$278K -1,516 -42%
CA
1419
Capital Advantage
California
$357K +$4.96K +27 +1%
IAMOG
1420
Investors Asset Management of Georgia
Georgia
$356K +$384K +2,090 New
AIS
1421
AlphaOne Investment Services
Pennsylvania
$355K +$282K +1,538 +284%
WTFG
1422
Wells Trecaso Financial Group
Ohio
$355K +$382K +2,082 New
RW
1423
Rand Wealth
Maryland
$351K
GCA
1424
Gideon Capital Advisors
New York
$350K -$355K -1,932 -48%
CAM
1425
Cubic Asset Management
Massachusetts
$349K