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Name Holding Trade Value Shares
Change
Change in
Stake
NIM
976
Northeast Investment Management
Massachusetts
$241K +$23.5K +108 +10%
CCB
977
Cutter & Co Brokerage
Missouri
$240K – – –
MG
978
Mather Group
Illinois
$240K +$260K +1,198 New
TCOT
979
Trust Company of Toledo
Ohio
$239K -$8.26K -38 -3%
GC
980
Grimes & Company
Massachusetts
$239K – – –
AAS
981
Avantax Advisory Services
Texas
$238K -$2.83K -13 -1%
SBL
982
Sargent Bickham Lagudis
Colorado
$238K +$12K +55 +5%
TI
983
Truehand Inc
New Hampshire
$235K – – –
CTA
984
Colonial Trust Advisors
South Carolina
$235K +$27.4K +126 +12%
APA
985
American Portfolios Advisors
New York
$234K +$37.6K +173 +17%
EDRH
986
Edmond de Rothschild Holding
Switzerland
$234K +$52.2K +240 +26%
FBT
987
First Bankers Trust
Kentucky
$231K – – –
MAFM
988
Mid Atlantic Financial Management
Pennsylvania
$231K +$27.8K +128 +13%
CYG
989
Clean Yield Group
Vermont
$230K +$6.52K +30 +3%
APG
990
Abacus Planning Group
South Carolina
$228K -$652 -3 -0.3%
FWM
991
Frontier Wealth Management
Missouri
$228K +$4.35K +20 +2%
IF
992
Ironwood Financial
Arizona
$228K +$20.7K +95 +9%
SAM
993
SignalPoint Asset Management
Missouri
$228K +$248K +1,140 New
PCP
994
Proficio Capital Partners
Massachusetts
$227K -$3.26K -15 -1%
BCA
995
Berman Capital Advisors
Georgia
$227K +$10.2K +47 +4%
IC
996
Intersect Capital
California
$226K -$1.09K -5 -0.4%
BCAM
997
Boston Common Asset Management
Massachusetts
$226K -$435 -2 -0.2%
CCT
998
Country Club Trust
Missouri
$226K +$3.26K +15 +1%
PFA
999
Pure Financial Advisors
California
$225K +$7.83K +36 +3%
ST
1000
Smithfield Trust
Pennsylvania
$225K +$21.1K +97 +9%