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Name Holding Trade Value Shares
Change
Change in
Stake
SFFS
901
Stonehage Fleming Financial Services
Jersey
$492K -$3.8K -18 -0.5%
MC
902
Mathes Company
New York
$491K -$2.61M -12,376 -79%
PWMAG
903
Pinnacle Wealth Management Advisory Group
New Jersey
$491K -$21.7K -103 -3%
CPC
904
Congress Park Capital
New York
$490K +$27.4K +130 +4%
SMH
905
Sanders Morris Harris
Texas
$486K – – –
HSA
906
HBK Sorce Advisory
Pennsylvania
$486K +$394K +1,865 +133%
NAMP
907
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$485K +$24.3K +115 +4%
GT
908
Greenleaf Trust
Michigan
$483K -$131K -622 -16%
CAM
909
Columbia Asset Management
Michigan
$476K -$36.9K -175 -5%
LC
910
LCNB Corp
Ohio
$475K -$7.39K -35 -1%
SC
911
Shay Capital
New York
$475K +$549K +2,600 +433%
BG
912
Bollard Group
Massachusetts
$474K +$3.38K +16 +0.5%
EIP
913
Epoch Investment Partners
New York
$473K -$14.8K -70 -2%
S
914
SignatureFD
Georgia
$472K -$178K -845 -21%
WWM
915
Wolff Wiese Magana
California
$471K -$612K -2,899 -48%
PI
916
Pettee Investors
Connecticut
$469K – – –
LCM
917
LVM Capital Management
Michigan
$468K – – –
IA
918
Insight Advisors
Pennsylvania
$467K +$406K +1,925 +157%
AWM
919
Aries Wealth Management
Maine
$466K +$56.8K +269 +10%
KJHP
920
K.J. Harrison & Partners
Ontario, Canada
$465K -$211K -1,000 -24%
RMC
921
Resources Management Corp
Connecticut
$465K -$5.28K -25 -0.8%
GFS
922
GYL Financial Synergies
Connecticut
$465K +$633 +3 +0.1%
JAG
923
Journey Advisory Group
Kentucky
$461K -$536K -2,540 -45%
MFG
924
MidWestOne Financial Group
Iowa
$461K -$23K -109 -3%
SIC
925
Schwartz Investment Counsel
Michigan
$460K +$169K +800 +35%