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Name Holding Trade Value Shares
Change
Change in
Stake
KSA
1401
Ken Stern & Associates
California
$645K
PFM
1402
Parsec Financial Management
North Carolina
$639K -$205K -4,920 -25%
NHC
1403
Nicholas Hoffman & Company
Georgia
$639K -$30.8K -740 -5%
SWM
1404
SVA Wealth Management
Wisconsin
$639K -$8.34K -200 -1%
BWAM
1405
Boyd Watterson Asset Management
Ohio
$629K +$80K +1,920 +16%
PAS
1406
Partnervest Advisory Services
California
$624K +$124K +2,980 +27%
HKIM
1407
Hayek Kallen Investment Management
Alabama
$624K +$137K +3,280 +30%
RTS
1408
Round Table Services
New Jersey
$621K +$1.67K +40 +0.3%
LPC
1409
Loeb Partners Corp
New York
$621K +$292K +7,000 +100%
IAM
1410
Integre Asset Management
New York
$620K -$8.21M -196,940 -93%
AMM
1411
American Money Management
California
$619K +$20K +480 +4%
BWM
1412
BerganKDV Wealth Management
Minnesota
$618K +$41.7K +1,000 +8%
SCM
1413
SOL Capital Management
Maryland
$616K -$50K -1,200 -8%
PRHC
1414
P.R. Herzig & Co
New York
$616K
BBI
1415
Baxter Bros Inc
Connecticut
$615K
PNC
1416
Park National Corp
Ohio
$614K +$153K +3,680 +36%
OWP
1417
Obermeyer Wealth Partners
Colorado
$613K
SWA
1418
Sutton Wealth Advisors
Florida
$613K
TTWM
1419
TCV Trust & Wealth Management
Virginia
$611K
JFA
1420
JNBA Financial Advisors
Minnesota
$607K +$30K +720 +6%
LA
1421
LVW Advisors
New York
$604K -$85.9K -2,060 -13%
GWS
1422
Glassman Wealth Services
Virginia
$604K +$30K +720 +6%
CCFCSB
1423
Cape Cod Five Cents Savings Bank
Massachusetts
$603K +$55.8K +1,340 +11%
RA
1424
Rational Advisors
New York
$601K +$299K +7,180 +113%
LWM
1425
Lenox Wealth Management
Ohio
$600K +$32.5K +780 +6%