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Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
1351
Plante Moran Financial Advisors
Michigan
$885K -$21K -240 -3%
PTCG
1352
Pring Turner Capital Group
California
$884K – – –
JAFL
1353
Jay A. Fishman Ltd
Michigan
$884K – – –
CAG
1354
Crestwood Advisors Group
Massachusetts
$883K +$11.3K +129 +1%
WSC
1355
Wellington Shields & Co
New York
$873K +$24K +274 +3%
SNBOSD
1356
Security National Bank of So Dak
Iowa
$873K +$65.2K +745 +9%
PCP
1357
Proficio Capital Partners
Massachusetts
$871K +$1.57K +18 +0.2%
FI
1358
FCM Investments
Texas
$868K +$708K +8,100 +810%
BWAM
1359
Boyd Watterson Asset Management
Ohio
$867K +$131K +1,502 +20%
CNAM
1360
Campbell Newman Asset Management
Wisconsin
$866K -$309K -3,534 -28%
BC
1361
Barnett & Company
Tennessee
$863K – – –
DRD
1362
Dennis R. Delaney
$863K – – –
PDM
1363
Penn Davis McFarland
Texas
$863K – – –
BWM
1364
Bernicke Wealth Management
Wisconsin
$861K +$47.8K +546 +6%
VNA
1365
VNBTrust National Association
Virginia
$859K -$125K -1,425 -14%
BP
1366
Ballentine Partners
Massachusetts
$859K +$112K +1,278 +17%
FPCG
1367
Fort Pitt Capital Group
Pennsylvania
$858K +$4.02K +46 +0.5%
NPA
1368
Nichols & Pratt Advisers
Massachusetts
$852K -$61.5K -703 -7%
AIM
1369
Aspen Investment Management
Michigan
$851K – – –
KWMG
1370
King Wealth Management Group
Florida
$849K -$10.5K -120 -1%
1832 Asset Management
1371
1832 Asset Management
Ontario, Canada
$845K -$121K -1,385 -16%
LG
1372
LaFleur & Godfrey
Michigan
$844K +$39.4K +450 +5%
BT
1373
Beacon Trust
New Jersey
$843K -$20.6K -235 -3%
BC
1374
Banced Corp
Illinois
$837K -$19.2K -220 -2%
SFFS
1375
Stonehage Fleming Financial Services
Jersey
$835K +$750K +8,570 +4,683%