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Name Holding Trade Value Shares
Change
Change in
Stake
SBWM
1001
Sunflower Bank Wealth Management
Arizona
$474K -$43.8K -300 -8%
CAW
1002
Cornerstone Advisors (Washington)
Washington
$474K
WA
1003
Wealth Architects
California
$474K +$102K +700 +26%
MRCM
1004
M&R Capital Management
New Jersey
$468K -$131K -900 -21%
JIC
1005
Joel Isaacson & Co
New York
$466K
MSTVIM
1006
Messner & Smith Theme Value Investment Management
California
$466K
JPTCCM
1007
J.P. Turner & Co Capital Management
Georgia
$464K +$274K +1,877 +126%
STB
1008
S&T Bank
Pennsylvania
$463K
GWCM
1009
Godshalk Welsh Capital Management
Pennsylvania
$461K -$65.6K -450 -12%
SM
1010
Stratton Management
Pennsylvania
$461K +$204K +1,400 +73%
BCM
1011
BlueCrest Capital Management
Jersey
$461K +$485K +3,323 New
SAM
1012
SignalPoint Asset Management
Missouri
$458K
FBFS
1013
First Business Financial Services
Wisconsin
$457K +$480K +3,293 New
QAM
1014
QCI Asset Management
New York
$456K
POA
1015
Pergamon Offshore Advisors
New York
$453K +$210K +1,443 +79%
BFM
1016
Boothbay Fund Management
New York
$452K +$475K +3,258 New
VAM
1017
Visium Asset Management
New York
$451K -$473K -3,242 -50%
MWM
1018
Modera Wealth Management
New Jersey
$450K -$4.81K -33 -1%
WAS
1019
Winch Advisory Services
Wisconsin
$445K +$428K +2,934 +1,059%
BKA
1020
Brick & Kyle Associates
Pennsylvania
$444K +$64.2K +440 +16%
ASN
1021
Advisory Services Network
Georgia
$443K -$560K -3,838 -55%
RMDI
1022
R.M. Davis Inc
Maine
$438K +$26.5K +182 +6%
SWK
1023
Stephen W. Kidder
$437K
CB
1024
Community Bank
New York
$435K -$14.6K -100 -3%
MJRIC
1025
Mogy Joel R Investment Counsel
California
$434K +$66.8K +458 +17%