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Name Holding Trade Value Shares
Change
Change in
Stake
PPSG
1101
Princeton Portfolio Strategies Group
New Jersey
$540K -$5.47K -20 -0.5%
CAMG
1102
CWA Asset Management Group
Florida
$537K -$1.13M -4,127 -53%
EDRIA
1103
Edmonds Duncan Registered Investment Advisors
Kansas
$537K -$16.4K -60 -2%
BP
1104
Ballentine Partners
Massachusetts
$534K -$216K -789 -18%
ESB
1105
Essex Savings Bank
Connecticut
$534K -$75.5K -276 -7%
MM
1106
Meridian Management
Arkansas
$534K
OI
1107
Oakbrook Investments
Illinois
$533K -$1.34M -4,912 -58%
XWM
1108
Xcel Wealth Management
Florida
$533K +$362K +1,321 +59%
WA
1109
WealthTrust Axiom
Pennsylvania
$532K -$146K -535 -13%
VHAM
1110
Van Hulzen Asset Management
California
$530K +$325K +1,189 +50%
AIM
1111
Acropolis Investment Management
Missouri
$529K +$302K +1,104 +45%
HWM
1112
Hohimer Wealth Management
Washington
$528K -$1.15M -4,215 -51%
IBOK
1113
Independence Bank of Kentucky
Kentucky
$528K -$723K -2,643 -43%
PWM
1114
Perigon Wealth Management
California
$528K +$454K +1,659 +91%
FBFS
1115
First Business Financial Services
Wisconsin
$526K -$17.5K -64 -2%
TSWM
1116
Triangle Securities Wealth Management
North Carolina
$526K +$47.9K +175 +5%
CAC
1117
Certified Advisory Corp
Florida
$524K +$474K +1,731 +97%
MFW
1118
Meristem Family Wealth
Minnesota
$523K -$4.11K -15 -0.4%
BWM
1119
Bernicke Wealth Management
Wisconsin
$521K +$93.3K +341 +11%
SBWM
1120
Sunflower Bank Wealth Management
Arizona
$520K +$304K +1,110 +47%
AII
1121
AGF Investments Inc
Ontario, Canada
$517K +$950K +3,469 New
BTW
1122
Boston Trust Walden
Massachusetts
$516K -$145K -529 -13%
ICM
1123
IMS Capital Management
Oregon
$515K -$274K -1,002 -22%
NAS
1124
Nicolet Advisory Services
Wisconsin
$515K +$231K +845 +32%
DAM
1125
Deltec Asset Management
New York
$515K +$753K +2,750 +393%