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Name Holding Trade Value Shares
Change
Change in
Stake
FI
1326
FormulaFolio Investments
Michigan
$487K +$39.9K +1,061 +10%
OPA
1327
Old Port Advisors
Maine
$486K -$17.9K -475 -4%
HCM
1328
Highlander Capital Management
New Jersey
$485K -$52.7K -1,400 -10%
BWP
1329
Bernardo Wealth Planning
Pennsylvania
$484K
EWA
1330
Exencial Wealth Advisors
Oklahoma
$482K -$13.4K -357 -3%
ZB
1331
Zions Bancorporation
Utah
$481K -$31K -825 -6%
EA
1332
Elm Advisors
California
$472K
IRC
1333
Investors Research Corp
Georgia
$471K
SFG
1334
SNS Financial Group
Minnesota
$469K +$152K +4,031 +52%
B
1335
Brightworth
Georgia
$468K -$2.63K -70 -0.6%
CAG
1336
Crestwood Advisors Group
Massachusetts
$463K +$67.3K +1,789 +18%
APG
1337
Abacus Planning Group
South Carolina
$461K
NCM
1338
Next Capital Management
New York
$461K
WTB
1339
Washington Trust Bank
Washington
$459K -$59.6K -1,585 -12%
AIC
1340
Archer Investment Corporation
Indiana
$457K -$18.1K -480 -4%
TCM
1341
Tradition Capital Management
New Jersey
$456K
H
1342
HoyleCohen
California
$455K +$37.6K +1,000 +10%
1WA
1343
180 Wealth Advisors
Washington
$452K -$32K -850 -7%
VC
1344
Vicus Capital
Pennsylvania
$451K +$34.2K +910 +9%
PPP
1345
Private Portfolio Partners
New Jersey
$450K -$86K -2,286 -17%
TMAM
1346
Tokio Marine Asset Management
Japan
$449K +$57.5K +1,529 +16%
NB
1347
Nicolet Bankshares
Wisconsin
$449K +$423K +11,231 New
GEM
1348
Global Endowment Management
North Carolina
$448K +$421K +11,200 New
CC
1349
Cedar Capital
Illinois
$442K -$15.7K -418 -4%
CL
1350
CPWM LLC
Washington
$442K