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Name Holding Trade Value Shares
Change
Change in
Stake
BFG
401
Beacon Financial Group
Texas
$501K -$244K -4,946 -32%
BAC
402
Boys Arnold & Co
North Carolina
$500K – – –
BA
403
Ballew Advisors
Mississippi
$493K – – –
LFAS
404
Level Four Advisory Services
Texas
$492K +$26.5K +538 +6%
BG
405
Bahl & Gaynor
Ohio
$485K – – –
CLOS
406
Compagnie Lombard Odier SCmA
Switzerland
$478K – – –
BAM
407
Bruderman Asset Management
New York
$475K -$108K -2,203 -18%
WPW
408
Winthrop Partners - WNY
New York
$473K – – –
CCA
409
Checchi Capital Advisers
California
$471K -$464K -9,424 -49%
PFSC
410
Peoples Financial Services Corp
Pennsylvania
$470K -$41.8K -848 -8%
PT
411
Plimoth Trust
Massachusetts
$470K -$40K -812 -8%
PVWM
412
Point View Wealth Management
New Jersey
$466K -$29.3K -594 -6%
AA
413
Ancora Advisors
Ohio
$464K +$11.8K +240 +3%
VCM
414
Vigilant Capital Management
Maine
$461K +$107K +2,182 +29%
MCP
415
Mirador Capital Partners
California
$460K +$12K +244 +3%
WSC
416
Wellington Shields & Co
New York
$456K -$6.6K -134 -1%
IAA
417
Independent Advisor Alliance
North Carolina
$449K -$40.5K -823 -8%
WB
418
WesBanco Bank
West Virginia
$444K -$20.1K -409 -4%
BRWM
419
B. Riley Wealth Management
Tennessee
$437K +$49.6K +1,008 +12%
WSTAM
420
Wilbanks Smith & Thomas Asset Management
Virginia
$437K +$183K +3,720 +68%
CCM
421
Crossvault Capital Management
Texas
$435K +$7.88K +160 +2%
SDAM
422
Shulman DeMeo Asset Management
New York
$435K +$448K +9,102 New
SCM
423
Sterling Capital Management
North Carolina
$429K -$40.6K -825 -8%
JWBC
424
J.W. Burns & Co
New York
$427K -$19.7K -400 -4%
MHI
425
Miller Howard Investments
New York
$426K -$129K -2,629 -23%