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Name Holding Trade Value Shares
Change
Change in
Stake
SLF
926
Sun Life Financial
Ontario, Canada
$409K – – –
GEM
927
Global Endowment Management
North Carolina
$406K – – –
RIA
928
Regal Investment Advisors
Michigan
$405K – – –
SFM
929
Signature Financial Management
Virginia
$405K +$40.2K +189 +11%
RGC
930
Roberts, Glore & Co
Illinois
$403K – – –
FANJ
931
Financial Architects (New Jersey)
New Jersey
$403K +$22.8K +107 +6%
FSA
932
Franklin Street Advisors
North Carolina
$400K -$21.3K -100 -5%
EA
933
Elm Advisors
California
$400K – – –
DA
934
Doliver Advisors
Texas
$396K +$105K +492 +39%
SMC
935
Smith, Moore & Co
Missouri
$396K +$374K +1,756 New
TTWM
936
TCV Trust & Wealth Management
Virginia
$395K +$138K +650 +59%
AP
937
Appleton Partners
Massachusetts
$394K +$138K +650 +59%
Los Angeles Capital Management
938
Los Angeles Capital Management
California
$387K -$126K -594 -26%
NB
939
NBT Bank
New York
$386K -$16K -75 -4%
HDIM
940
Hanson & Doremus Investment Management
Vermont
$385K +$66K +310 +22%
CPIG
941
Chicago Partners Investment Group
Illinois
$385K +$197K +926 +119%
RCAG
942
Rehmann Capital Advisory Group
Michigan
$384K +$46.6K +219 +15%
BMC
943
Beaton Management Company
Massachusetts
$383K – – –
BDF
944
Balasa Dinverno & Foltz
$382K +$36.8K +173 +11%
BOS
945
Bingham Osborn & Scarborough
California
$381K +$105K +495 +41%
JSL
946
JT Stratford LLC
Georgia
$380K +$22.1K +104 +7%
SS
947
Sunbelt Securities
Texas
$379K +$358K +1,681 New
DG
948
Davidson & Garrard
Virginia
$377K +$44.7K +210 +14%
VST
949
Van Strum & Towne
California
$375K -$10.2K -48 -3%
WTC
950
WhitTier Trust Company
Nevada
$373K +$1.28K +6 +0.4%