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Name Holding Trade Value Shares
Change
Change in
Stake
SHGA
1551
Sand Hill Global Advisors
California
$712K
LDB
1552
Lee, Danner & Bass
Tennessee
$711K -$135K -351 -16%
AWA
1553
AmeriServ Wealth Advisors
Pennsylvania
$705K +$188K +488 +36%
SBSB
1554
Sullivan, Bruyette, Speros & Blaney
Virginia
$704K +$97.4K +253 +16%
NFG
1555
Next Financial Group
Texas
$702K -$1.55M -4,036 -69%
NFH
1556
NEXT Financial Holdings
Texas
$702K +$708K +1,838 New
NB
1557
Northwest Bancshares
Pennsylvania
$701K
HIM
1558
Hillsdale Investment Management
Ontario, Canada
$699K +$101K +262 +17%
GLLW
1559
Graves Light Lenhart Wealth
Virginia
$698K -$19.2K -50 -3%
BST
1560
Bath Savings Trust
Maine
$697K +$71.2K +185 +11%
BPCE
1561
Bank Pictet & Cie (Europe)
Germany
$696K -$479K -1,245 -41%
PV
1562
Private Vista
Illinois
$696K -$19.6K -51 -3%
EBSAM
1563
Eubel Brady & Suttman Asset Management
Ohio
$695K +$16.9K +44 +2%
HCM
1564
Hudson Capital Management
New Jersey
$693K -$140K -363 -17%
WWM
1565
Willingdon Wealth Management
North Carolina
$692K -$48.5K -126 -6%
BCM
1566
Breiter Capital Management
Florida
$691K +$149K +387 +23%
NFGCM
1567
Norman Fields Gottscho Capital Management
New York
$687K
TI
1568
Telemetry Investments
New York
$687K +$693K +1,800 New
VIA
1569
Vantis Investment Advisers
Florida
$687K +$693K +1,800 New
GCA
1570
Gradient Capital Advisors
California
$686K +$86.6K +225 +14%
MFS
1571
McNamara Financial Services
Massachusetts
$685K -$65.4K -170 -7%
TL
1572
TrueWealth LLC
Georgia
$683K +$6.54K +17 +1%
BIC
1573
Beach Investment Counsel
Pennsylvania
$682K -$11.5K -30 -2%
CAGAS
1574
Capital Advisory Group Advisory Services
Minnesota
$679K -$499K -1,296 -42%
KLCM
1575
KG&L Capital Management
Louisiana
$679K +$140K +363 +26%