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Name Holding Trade Value Shares
Change
Change in
Stake
PFSC
401
Peoples Financial Services Corp
Pennsylvania
$527K -$18.6K -400 -4%
JWBC
402
J.W. Burns & Co
New York
$524K -$213K -4,578 -30%
BHC
403
Bowen Hanes & Co
Florida
$523K – – –
SC
404
Slow Capital
California
$513K -$257K -5,528 -35%
GT
405
Greenleaf Trust
Michigan
$513K +$75.9K +1,630 +18%
GF
406
Gabelli Funds
New York
$508K – – –
KAM
407
Kazazian Asset Management
Florida
$508K – – –
WB
408
WesBanco Bank
West Virginia
$508K +$18.6K +400 +4%
SW
409
SVB Wealth
Massachusetts
$504K -$231K -4,960 -32%
EP
410
Elkfork Partners
Oregon
$501K – – –
SSG
411
Summit Securities Group
New York
$500K +$477K +10,240 New
FANJ
412
Financial Architects (New Jersey)
New Jersey
$489K +$120K +2,579 +35%
SGA
413
Strategic Global Advisors
California
$486K +$9.04K +194 +2%
HSA
414
HBK Sorce Advisory
Pennsylvania
$480K -$1.07K -23 -0.2%
BP
415
Ballentine Partners
Massachusetts
$479K +$52.2K +1,121 +13%
MCP
416
Mirador Capital Partners
California
$476K +$176K +3,773 +66%
IWP
417
Icon Wealth Partners
Texas
$475K +$32.5K +697 +8%
MCM
418
McKinley Capital Management
Alaska
$470K -$64.4K -1,383 -13%
BA
419
Ballew Advisors
Mississippi
$469K – – –
WSC
420
Wellington Shields & Co
New York
$465K +$179K +3,840 +68%
IAA
421
Independent Advisor Alliance
North Carolina
$464K +$43.8K +941 +11%
FFA
422
First Foundation Advisors
California
$454K -$14.4K -309 -3%
PVWM
423
Point View Wealth Management
New Jersey
$453K +$16.1K +345 +4%
BFM
424
Boston Financial Management
Massachusetts
$451K – – –
APA
425
American Portfolios Advisors
New York
$450K +$107K +2,304 +33%