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Name Holding Trade Value Shares
Change
Change in
Stake
SWP
601
Stratos Wealth Partners
Ohio
$911K +$178K +1,323 +25%
SCA
602
Salient Capital Advisors
Texas
$906K +$147K +1,090 +20%
LFAS
603
Level Four Advisory Services
Texas
$899K -$13.4K -100 -1%
BG
604
Bahl & Gaynor
Ohio
$898K -$36.5K -271 -4%
NCM
605
Northside Capital Management
Oregon
$892K +$881K +6,550 New
LNB
606
Ledyard National Bank
$880K
YWP
607
YorkBridge Wealth Partners
New York
$870K +$138K +1,028 +19%
TAM
608
Tyers Asset Management
Texas
$869K -$482K -3,586 -36%
FCH
609
Freestone Capital Holdings
Washington
$859K -$71K -528 -8%
FFSOTS
610
Fiduciary Financial Services of The Southwest
Texas
$859K +$141K +1,047 +20%
LAM
611
Lingohr Asset Management
Germany
$858K
ATIA
612
American Trust Investment Advisors
New Hampshire
$856K
CA
613
Clearstead Advisors
Ohio
$854K
NGA
614
Naples Global Advisors
Florida
$851K
DJSG
615
D.J. St. Germain
Massachusetts
$846K +$118K +879 +16%
FPA
616
Fieldpoint Private Advisors
New York
$835K
HTC
617
Haverford Trust Company
Pennsylvania
$831K -$27.6K -205 -3%
PP
618
Patten & Patten
Tennessee
$831K
JIR
619
James Investment Research
Ohio
$826K -$11.7M -87,090 -93%
LC
620
Lincoln Capital
Nebraska
$823K
SAIG
621
Semper Augustus Investments Group
Colorado
$820K
PTC
622
Private Trust Company
Ohio
$814K +$8.88K +66 +1%
CSIC
623
Clifford Swan Investment Counsel
California
$804K
FAAS
624
First Allied Advisory Services
California
$802K -$6.19K -46 -0.8%
HL
625
HeadInvest LLC
Maine
$798K