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Name Holding Trade Value Shares
Change
Change in
Stake
FRA
1051
Frank Rimerman Advisors
California
$545K -$5K -19 -1%
C
1052
Certuity
Florida
$542K -$238K -902 -32%
MMPW
1053
Mitchell McLeod Pugh & Williams
Alabama
$541K – – –
PAA
1054
Peregrine Asset Advisers
Oregon
$540K +$510K +1,938 New
RWM
1055
Revisor Wealth Management
Ohio
$539K +$22.4K +85 +5%
AGWCA
1056
Annis Gardner Whiting Capital Advisors
Florida
$536K +$15.3K +58 +3%
BEAM
1057
Baker Ellis Asset Management
Washington
$535K – – –
OWCM
1058
One Wealth Capital Management
Arizona
$535K +$270K +1,026 +115%
CC
1059
Courier Capital
New York
$528K -$59.5K -226 -11%
PVI
1060
Pine Valley Investments
New Jersey
$528K -$41.9K -159 -8%
CF
1061
Centaurus Financial
California
$525K +$73.2K +278 +17%
MWM
1062
Modera Wealth Management
New Jersey
$524K -$1.32K -5 -0.3%
AC
1063
Avestar Capital
New York
$522K +$51.4K +195 +12%
GIM
1064
Goelzer Investment Management
Indiana
$520K -$149K -564 -23%
SIC
1065
Salem Investment Counselors
North Carolina
$519K -$24.2K -92 -5%
WETS
1066
Wealth Enhancement Trust Services
South Dakota
$518K +$2.63K +10 +0.5%
DBG
1067
De Burlo Group
Massachusetts
$515K – – –
LS
1068
Livforsakringsbolaget Skandia
Sweden
$515K – – –
BOS
1069
Bank of Stockton
California
$515K +$25.5K +97 +6%
KFA
1070
Kelleher Financial Advisors
New York
$509K +$407K +1,546 +552%
WT
1071
Washington Trust
Rhode Island
$508K +$12.4K +47 +3%
NAAA
1072
New Age Alpha Advisors
New York
$507K -$9.17M -34,801 -95%
SCM
1073
Schnieders Capital Management
California
$507K +$149K +564 +45%
FRM
1074
Fox Run Management
Connecticut
$506K -$864K -3,282 -64%
TP
1075
Tranquility Partners
Tennessee
$506K +$164K +623 +52%