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Name Holding Trade Value Shares
Change
Change in
Stake
SCA
1226
Sandy Cove Advisors
Massachusetts
$251K
BFC
1227
Bedel Financial Consulting
Indiana
$251K
IAIM
1228
International Assets Investment Management
Florida
$249K -$481K -2,890 -67%
BOM
1229
Bank of Marin
California
$248K -$49.9K -300 -17%
FDDB
1230
Fidelity D&D Bancorp
Pennsylvania
$247K +$132K +791 New
PFGIA
1231
Patriot Financial Group Insurance Agency
Massachusetts
$246K +$239K +1,438 New
WFI
1232
West Family Investments
California
$246K
CF
1233
Centaurus Financial
California
$245K +$51.3K +308 +27%
FFN
1234
Focus Financial Network
Minnesota
$245K -$45.6K -274 -16%
JSAM
1235
J. Safra Asset Management
New York
$245K +$48.3K +290 +25%
NL
1236
NWAM LLC
Washington
$245K -$385K -2,312 -62%
SFP
1237
Shepherd Financial Partners
Massachusetts
$244K +$999 +6 +0.4%
DDC
1238
DF Dent & Co
Maryland
$244K
GFP
1239
Gryphon Financial Partners
Ohio
$243K -$3.33K -20 -1%
SWA
1240
Stratos Wealth Advisors
Ohio
$242K -$15K -90 -6%
BBA
1241
BLB&B Advisors
Pennsylvania
$241K -$528K -3,169 -69%
DWA
1242
Douglass Winthrop Advisors
New York
$238K
XF
1243
XML Financial
Maryland
$237K +$231K +1,386 New
OC
1244
Oakworth Capital
Alabama
$237K
LCM
1245
Logan Capital Management
Pennsylvania
$237K
WFC
1246
Western Financial Corp
California
$237K -$98.5K -592 -30%
MMPW
1247
Mitchell McLeod Pugh & Williams
Alabama
$235K +$8.32K +50 +4%
AIM
1248
Athena Investment Management
California
$234K
ESCM
1249
Echo Street Capital Management
New York
$234K -$108K -649 -32%
CWM
1250
Cahaba Wealth Management
Georgia
$234K -$12.3K -74 -5%