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Name Holding Trade Value Shares
Change
Change in
Stake
PFSC
426
Peoples Financial Services Corp
Pennsylvania
$514K – – –
HR
427
Howe & Rusling
New York
$512K +$423K +8,471 +640%
IAA
428
Independent Advisor Alliance
North Carolina
$510K +$18.2K +365 +4%
WSC
429
Wellington Shields & Co
New York
$499K – – –
PMG
430
ProVise Management Group
Florida
$497K -$97.4K -1,950 -17%
PVWM
431
Point View Wealth Management
New Jersey
$494K -$15.1K -302 -3%
MCP
432
Mirador Capital Partners
California
$493K -$9.89K -198 -2%
APA
433
American Portfolios Advisors
New York
$486K +$85.9K +1,719 +23%
BAM
434
Bruderman Asset Management
New York
$486K -$31.7K -635 -6%
BA
435
Ballew Advisors
Mississippi
$486K – – –
CHJWM
436
Carlton Hofferkamp & Jenks Wealth Management
Texas
$479K -$158K -3,153 -26%
BG
437
Bahl & Gaynor
Ohio
$478K -$49.5K -991 -10%
SDAM
438
Shulman DeMeo Asset Management
New York
$477K +$1.3K +26 +0.3%
CCM
439
Crossvault Capital Management
Texas
$476K – – –
IWP
440
Icon Wealth Partners
Texas
$476K +$26.8K +537 +6%
SMC
441
Smith, Moore & Co
Missouri
$476K +$53.8K +1,076 +13%
RIM
442
Redwood Investment Management
Arizona
$474K +$453K +9,071 New
TAM
443
Trillium Asset Management
Massachusetts
$471K +$28.2K +564 +7%
SYBT
444
Stock Yards Bank & Trust
Kentucky
$468K +$1.05K +21 +0.2%
PT
445
Plimoth Trust
Massachusetts
$460K -$51.8K -1,036 -11%
JWBC
446
J.W. Burns & Co
New York
$459K -$7.59K -152 -2%
TCPWM
447
Traverso Chambers Private Wealth Management
California
$453K -$3.05K -61 -0.7%
FNB
448
Farmers National Bank
Kentucky
$451K +$431K +8,634 New
AA
449
Ancora Advisors
Ohio
$449K -$56.4K -1,128 -12%
Mariner
450
Mariner
Kansas
$448K +$139K +2,776 +48%