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Name Holding Trade Value Shares
Change
Change in
Stake
PO
1601
Private Ocean
California
$1.04M +$828K +11,580 +420%
CCM
1602
Cohen Capital Management
California
$1.04M
RIA
1603
Regal Investment Advisors
Michigan
$1.03M +$152K +2,120 +17%
RGC
1604
Roberts, Glore & Co
Illinois
$1.03M +$95.8K +1,340 +10%
LWM
1605
Lenox Wealth Management
Ohio
$1.03M +$129K +1,800 +14%
MCWS
1606
McKinley Carter Wealth Services
West Virginia
$1.02M +$44.3K +620 +5%
PWM
1607
Perigon Wealth Management
California
$1.02M +$97.3K +1,360 +11%
OAM
1608
Oxford Asset Management
United Kingdom
$1.02M +$1.01M +14,120 New
BM
1609
Brandywine Managers
Delaware
$1.02M
KPF
1610
K2 Principal Fund
Ontario, Canada
$1.01M
FA
1611
FCG Advisors
New Jersey
$1.01M +$37.2K +520 +4%
SC
1612
Sovarnum Capital
New York
$1.01M +$143K +2,000 +17%
LCC
1613
Lincoln Capital Corp
Rhode Island
$1.01M -$27.2K -380 -3%
CBN
1614
Cadence Bank NA
Texas
$1.01M +$28.6K +400 +3%
AJ
1615
Ashburton (Jersey)
Jersey
$1.01M +$30K +420 +3%
B
1616
Bridgeworth
Alabama
$1.01M +$1.05M +14,620 New
PFGIA
1617
Patriot Financial Group Insurance Agency
Massachusetts
$1M +$104K +1,460 +11%
CA
1618
Capital Advantage
California
$1M -$51.5K -720 -5%
CCFCSB
1619
Cape Cod Five Cents Savings Bank
Massachusetts
$999K +$17.2K +240 +2%
PRHC
1620
P.R. Herzig & Co
New York
$991K +$14.3K +200 +1%
SAS
1621
Stelac Advisory Services
New York
$989K +$840K +11,740 +611%
TNBTD
1622
Trustmark National Bank Trust Department
Mississippi
$986K +$289K +4,040 +42%
HKIM
1623
Hayek Kallen Investment Management
Alabama
$977K -$27.2K -380 -3%
BC
1624
Burleson & Co
California
$976K +$1.43K +20 +0.1%
AAP
1625
Arax Advisory Partners
Colorado
$971K +$65.8K +920 +7%