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Name Holding Trade Value Shares
Change
Change in
Stake
MFA
901
Mayflower Financial Advisors
Massachusetts
$578K -$34.4K -149 -6%
RIS
902
Retirement Income Solutions
Michigan
$573K -$79K -342 -12%
FNT
903
First National Trust
Pennsylvania
$572K +$6.24K +27 +1%
CFG
904
Carr Financial Group
Massachusetts
$570K
LIM
905
Leavell Investment Management
Alabama
$569K
CIC
906
Crawford Investment Counsel
Georgia
$568K
ADBIC
907
A.D. Beadell Investment Counsel
Wisconsin
$565K -$139K -600 -20%
AWM
908
Avitas Wealth Management
California
$565K -$30.7K -133 -5%
MFS
909
Mirabella Financial Services
United Kingdom
$562K +$545K +2,360 New
FWCM
910
Ferguson Wellman Capital Management
Oregon
$560K +$207K +894 +61%
MMPW
911
Mitchell McLeod Pugh & Williams
Alabama
$560K
CP
912
Canopy Partners
Ohio
$559K +$37.9K +164 +8%
CC
913
Copperleaf Capital
North Carolina
$556K -$2.08K -9 -0.4%
CC
914
Courier Capital
New York
$554K
STA
915
Summit Trail Advisors
New York
$554K +$18.9K +82 +4%
Fayez Sarofim & Co
916
Fayez Sarofim & Co
Texas
$554K
SCTC
917
Sanibel Captiva Trust Company
Florida
$553K -$6.93K -30 -1%
PCS
918
Personal CFO Solutions
New Jersey
$550K +$93.8K +406 +21%
DTC
919
Davidson Trust Company
Washington
$547K +$116K +504 +28%
LA
920
LVW Advisors
New York
$547K +$531K +2,298 New
MFG
921
Merit Financial Group
Georgia
$542K +$39.3K +170 +8%
GSIS
922
Global Strategic Investment Solutions
Arizona
$541K
GIM
923
Goelzer Investment Management
Indiana
$540K -$3K -13 -0.6%
NLGIA
924
Nippon Life Global Investors Americas
New York
$538K -$592K -2,560 -53%
TP
925
Tranquility Partners
Tennessee
$538K +$522K +2,259 New