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Name Holding Trade Value Shares
Change
Change in
Stake
FA
976
Fagan Associates
New York
$516K +$8.05K +133 +2%
CBT
977
CoreFirst Bank & Trust
Kansas
$516K +$30.3K +501 +7%
WA
978
WBH Advisory
Maryland
$514K -$3.94K -65 -0.8%
SFA
979
Source Financial Advisors
New York
$514K +$476K +7,853 New
GFS
980
GYL Financial Synergies
Connecticut
$513K +$21.3K +352 +5%
KLWA
981
Kelly Lawrence W & Associates
California
$511K +$241K +3,982 +104%
EFSCE
982
Enterprise Financial Services Corp (EFSC)
Missouri
$508K +$8.54K +141 +2%
MM
983
Meridian Management
Arkansas
$507K +$2.48K +41 +0.5%
CWM
984
Connecticut Wealth Management
Connecticut
$505K -$25.9K -427 -5%
JIC
985
Joel Isaacson & Co
New York
$504K +$2.6K +43 +0.6%
RWM
986
Ritholtz Wealth Management
New York
$504K +$92.5K +1,527 +25%
CS
987
Cannell & Spears
New York
$503K -$24.3K -401 -5%
CWG
988
Cornerstone Wealth Group
North Carolina
$503K -$20K -330 -4%
KA
989
KLCM Advisors
Wisconsin
$499K -$6.18K -102 -1%
PCM
990
Prelude Capital Management
New York
$498K -$390K -6,438 -46%
GJIC
991
Gamble Jones Investment Counsel
California
$498K -$44.6K -736 -9%
LCM
992
Logan Capital Management
Pennsylvania
$493K +$12.2K +201 +3%
LNB
993
Ledyard National Bank
$491K -$44.5K -735 -9%
TCM
994
Teza Capital Management
Illinois
$490K +$454K +7,490 New
BMA
995
Brooks Moore & Associates
Tennessee
$489K -$8.66K -143 -2%
IIC
996
Integrated Investment Consultants
Michigan
$489K +$18.2K +300 +4%
BHWM
997
Bar Harbor Wealth Management
New Hampshire
$487K +$29.1K +481 +7%
HMS
998
Hanseatic Management Services
New Mexico
$484K +$13.1K +217 +3%
CCM
999
Crew Capital Management
Ohio
$484K +$448K +7,398 New
KM
1000
Kalos Management
Georgia
$480K +$263K +4,342 +144%