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Name Holding Trade Value Shares
Change
Change in
Stake
AAM
926
Aureus Asset Management
Massachusetts
$268K – – –
CB
927
Community Bank
New York
$267K – – –
NFG
928
Next Financial Group
Texas
$266K -$1.13K -6 -0.4%
BJL
929
Brighton Jones LLC
Washington
$266K +$2.82K +15 +0.9%
VHAM
930
Van Hulzen Asset Management
California
$262K -$5.07K -27 -2%
LRIC
931
Long Road Investment Counsel
Michigan
$262K – – –
LOAMS
932
Lombard Odier Asset Management (Switzerland)
Switzerland
$261K – – –
TIP
933
Torray Investment Partners
Maryland
$261K – – –
RCAG
934
Rehmann Capital Advisory Group
Michigan
$260K +$314K +1,670 New
HA
935
Harfst & Associates
Wyoming
$260K -$188 -1 -0.1%
IDBONY
936
Israel Discount Bank of New York
New York
$260K +$313K +1,666 New
1WA
937
180 Wealth Advisors
Washington
$258K -$12.6K -67 -4%
HCM
938
Hengehold Capital Management
Ohio
$257K – – –
CFG
939
Capstone Financial Group
Oklahoma
$255K +$1.5K +8 +0.5%
CCM
940
Carlson Capital Management
Minnesota
$254K +$49.2K +262 +23%
JFA
941
JNBA Financial Advisors
Minnesota
$253K – – –
MFW
942
Meristem Family Wealth
Minnesota
$253K +$18.8K +100 +7%
IP
943
Isthmus Partners
Wisconsin
$251K -$1.88K -10 -0.6%
GFP
944
Gryphon Financial Partners
Ohio
$251K +$13.5K +72 +5%
PWPS
945
Pinnacle Wealth Planning Services
Ohio
$251K +$69.3K +369 +30%
WA
946
Wealth Alliance
New York
$251K +$303K +1,611 New
SWM
947
SeaCrest Wealth Management
New York
$249K -$7.89K -42 -3%
QCM
948
Quest Capital Management
Texas
$247K -$7.33K -39 -2%
EIA
949
Edgemoor Investment Advisors
Maryland
$246K – – –
MFS
950
Mirabella Financial Services
United Kingdom
$245K +$296K +1,575 New