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Name Holding Trade Value Shares
Change
Change in
Stake
DBIA
451
Dumont & Blake Investment Advisors
New Jersey
$544K
WFI
452
West Family Investments
California
$544K
OBWG
453
Onyx Bridge Wealth Group
New York
$544K +$336K +11,024 +138%
AIC
454
Archer Investment Corporation
Indiana
$543K
PFO
455
Pathstone Family Office
New Jersey
$542K -$11.4K -374 -2%
WSC
456
Wellington Shields & Co
New York
$538K
WHG
457
Westwood Holdings Group
Texas
$538K
BFS
458
Burrus Financial Services
Utah
$536K +$556K +18,234 New
MG
459
Mather Group
Illinois
$532K -$152 -5 -0%
SWM
460
Spire Wealth Management
Virginia
$531K -$231K -7,579 -30%
HA
461
HYA Advisors
Missouri
$531K +$152 +5 +0%
SB
462
Strategic Blueprint
Georgia
$528K +$55K +1,803 +11%
WTC
463
WhitTier Trust Company
Nevada
$527K
SB
464
Simmons Bank
Arkansas
$523K -$38.7K -1,269 -7%
AMIM
465
Aull & Monroe Investment Management
Alabama
$523K
DTL
466
Dynamic Technology Lab
Singapore
$521K +$540K +17,708 New
MCM
467
McKinley Capital Management
Alaska
$518K -$234K -7,685 -30%
PA
468
PSI Advisors
Florida
$517K -$20.1K -660 -4%
IC
469
Inverness Counsel
New York
$514K -$91.5K -3,000 -15%
First Manhattan
470
First Manhattan
New York
$514K
BB
471
Busey Bank
Illinois
$513K -$54.6K -1,791 -9%
HPC
472
HM Payson & Co
Maine
$509K -$48.4K -1,588 -8%
Credit Agricole
473
Credit Agricole
France
$508K +$412K +13,506 +360%
AIM
474
Aigen Investment Management
New York
$505K -$218K -7,150 -29%
FPCP
475
Fort Point Capital Partners
California
$504K +$2.35K +77 +0.5%