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Name Holding Trade Value Shares
Change
Change in
Stake
JWCA
876
J.W. Coons Advisors
Ohio
$313K – – –
6M
877
6 Meridian
Kansas
$309K -$478K -2,395 -63%
AWM
878
Aberdeen Wealth Management
Illinois
$308K +$18.6K +93 +7%
AMIM
879
Aull & Monroe Investment Management
Alabama
$307K -$40K -200 -13%
PCS
880
Personal CFO Solutions
New Jersey
$307K +$28.4K +142 +11%
MFW
881
Meristem Family Wealth
Minnesota
$303K – – –
RA
882
RFG Advisory
Alabama
$303K +$1.6K +8 +0.6%
MCM
883
Maryland Capital Management
Maryland
$302K -$9.99K -50 -4%
BRM
884
Boston Research & Management
Massachusetts
$301K – – –
PMG
885
ProVise Management Group
Florida
$301K +$274K +1,370 New
RC
886
RegentAtlantic Capital
New Jersey
$300K +$273K +1,366 New
FCH
887
Freestone Capital Holdings
Washington
$295K +$268K +1,343 New
TTWM
888
TCV Trust & Wealth Management
Virginia
$293K – – –
CL
889
CPWM LLC
Washington
$293K +$3K +15 +1%
IEFM
890
IQ EQ Fund Management
Ireland
$292K – – –
WOC
891
West Oak Capital
California
$291K -$5K -25 -2%
EB
892
Eastern Bank
Massachusetts
$291K – – –
NSB
893
Norway Savings Bank
Maine
$288K – – –
CIA
894
Choate Investment Advisors
Massachusetts
$287K – – –
JSL
895
JT Stratford LLC
Georgia
$285K +$260K +1,301 New
CFA
896
CWS Financial Advisors
Michigan
$284K -$15.8K -79 -6%
PCA
897
Peddock Capital Advisors
Massachusetts
$282K – – –
CA
898
Callahan Advisors
Texas
$281K -$1.43M -7,150 -85%
ABC
899
Associated Banc-Corp
Wisconsin
$281K -$9.39K -47 -4%
CHA
900
Carmichael Hill & Associates
Maryland
$280K – – –