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Name Holding Trade Value Shares
Change
Change in
Stake
CAM
1326
Columbia Asset Management
Michigan
$523K
FNT
1327
First Nebraska Trust
Nebraska
$522K -$36.4K -177 -6%
AAIS
1328
ABN AMRO Investment Solutions
$522K +$2.06K +10 +0.4%
GAA
1329
Guardian Asset Advisors
Pennsylvania
$520K -$32.7K -159 -6%
WA
1330
WBH Advisory
Maryland
$519K -$257K -1,253 -32%
ISWM
1331
Independent Solutions Wealth Management
New York
$518K -$335K -1,629 -38%
TFF
1332
The Family Firm
Maryland
$518K
IP
1333
Intellectus Partners
California
$516K -$379K -1,846 -41%
IBOK
1334
Independence Bank of Kentucky
Kentucky
$515K -$1.05M -5,130 -66%
SW
1335
SlateStone Wealth
Florida
$515K +$20.5K +100 +4%
PSF
1336
Pacific Sun Financial
California
$514K +$159K +772 +41%
JCM
1337
Janney Capital Management
Pennsylvania
$513K -$80.8K -393 -13%
GIP
1338
Greatmark Investment Partners
Georgia
$512K -$83K -404 -13%
PGWM
1339
Parisi Gray Wealth Management
New Jersey
$511K -$447K -2,175 -45%
P
1340
Pitcairn
Pennsylvania
$510K +$109K +530 +25%
SIC
1341
Samalin Investment Counsel
New York
$509K +$330K +1,608 +156%
RS
1342
Retirement Solution
Washington
$509K +$273K +1,329 +102%
RZH
1343
Relyea Zuckerberg Hanson
Connecticut
$508K -$7.81K -38 -1%
IIC
1344
Ironwood Investment Counsel
Arizona
$507K
PP
1345
Patron Partners
Texas
$504K +$53.6K +261 +11%
CIA
1346
Cladis Investment Advisory
Montana
$504K -$1.14M -5,532 -68%
GFS
1347
GYL Financial Synergies
Connecticut
$502K +$15.8K +77 +3%
SRC
1348
Shufro Rose & Co
New York
$502K +$103K +500 +24%
WFA
1349
WMG Financial Advisors
Tennessee
$501K +$13.8K +67 +3%
PBK
1350
Peoples Bank (Kansas)
Kansas
$501K -$95.1K -463 -15%