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Name Holding Trade Value Shares
Change
Change in
Stake
RHBC
351
R.H. Bluestein & Co
Michigan
$814K -$137K -910 -12%
BWM
352
BerganKDV Wealth Management
Minnesota
$810K -$300 -2 -0%
PA
353
Probity Advisors
Texas
$808K -$9.6K -64 -1%
AT
354
Arden Trust
Delaware
$804K -$206K -1,375 -18%
TAM
355
Taurus Asset Management
New York
$804K -$176K -1,175 -16%
SIMM
356
Stillwater Investment Management (Minnesota)
Minnesota
$804K -$170K -1,132 -15%
ECM
357
ETrade Capital Management
Virginia
$791K -$297K -1,977 -24%
JIC
358
Joel Isaacson & Co
New York
$785K +$450 +3 +0%
CS
359
Comerica Securities
Michigan
$784K +$24.3K +162 +3%
PMG
360
ProVise Management Group
Florida
$782K -$30K -200 -3%
QCG
361
Quadrant Capital Group
Ohio
$767K -$743K -4,955 -45%
HFM
362
Hartford Financial Management
Connecticut
$763K -$15K -100 -2%
PCM
363
Parsons Capital Management
Rhode Island
$757K -$11.3K -75 -1%
WF
364
Welch & Forbes
Massachusetts
$751K -$57.2K -381 -6%
AFM
365
Abbot Financial Management
Massachusetts
$747K
SIAP
366
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$746K
AWM
367
Argent Wealth Management
Massachusetts
$744K +$883K +5,888 New
LFAS
368
Level Four Advisory Services
Texas
$742K -$17.4K -116 -2%
Fiera Capital (Canada)
369
Fiera Capital (Canada)
Quebec, Canada
$741K -$92.7K -618 -10%
FWM
370
Frontier Wealth Management
Missouri
$732K +$589K +3,924 +214%
BFS
371
Bradley Foster & Sargent
Connecticut
$730K -$9.07M -60,462 -91%
RPC
372
Rossmore Private Capital
Connecticut
$730K +$217K +1,445 +34%
OAM
373
Occidental Asset Management
California
$728K
KFGK
374
Keystone Financial Group (Kentucky)
Kentucky
$728K +$4.5K +30 +0.5%
FLPIM
375
F.L. Putnam Investment Management
Massachusetts
$727K -$42.9K -286 -5%