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Name Holding Trade Value Shares
Change
Change in
Stake
MFS
1476
Madrona Financial Services
Washington
$645K
TFF
1477
The Family Firm
Maryland
$643K +$11.4K +113 +2%
ADL
1478
Asset Dedication LLC
California
$642K -$11.4K -113 -2%
KF
1479
Krilogy Financial
Missouri
$638K +$127K +1,265 +26%
CD
1480
Carl Domino
Florida
$637K -$72.9K -725 -11%
IIC
1481
Integrated Investment Consultants
Michigan
$634K +$108K +1,078 +22%
ICOM
1482
Investment Counselors of Maryland
Maryland
$633K
AIIMS
1483
Analyst IMS Investment Management Services
Israel
$629K
HCC
1484
Hirtle Callaghan & Co
Pennsylvania
$629K
IR
1485
IAT Reinsurance
New York
$629K
AWM
1486
Altavista Wealth Management
North Carolina
$628K +$1.01K +10 +0.2%
GVT
1487
Genesee Valley Trust
New York
$623K +$20.6K +205 +4%
AAC
1488
Asset Advisors Corp
Georgia
$618K
MCM
1489
Moore Capital Management
New York
$618K +$593K +5,898 New
MFW
1490
Meristem Family Wealth
Minnesota
$612K -$101 -1 -0%
CWM
1491
Cedar Wealth Management
California
$612K
OPTFSNA
1492
Old Point Trust & Financial Services N A
Virginia
$612K +$25.1K +250 +4%
MBA
1493
McQueen Ball & Associates
Pennsylvania
$611K -$20.1K -200 -3%
BWP
1494
BSW Wealth Partners
Colorado
$610K
RGC
1495
Roberts, Glore & Co
Illinois
$610K +$585K +5,820 New
WDA
1496
Wendell David Associates
New Hampshire
$606K -$153K -1,520 -21%
CCM
1497
Carderock Capital Management
Maryland
$605K
Edgewood Management
1498
Edgewood Management
Connecticut
$605K
SWA
1499
SFMG Wealth Advisors
Texas
$602K +$8.95K +89 +2%
GKWIM
1500
Gerber Kawasaki Wealth & Investment Management
California
$602K +$102K +1,013 +21%