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Name Holding Trade Value Shares
Change
Change in
Stake
CA
426
Calton & Associates
Florida
$554K -$34.4K -619 -6%
CCM
427
Crossvault Capital Management
Texas
$553K -$2.78K -50 -0.5%
BG
428
Bahl & Gaynor
Ohio
$551K +$14.2K +255 +3%
WSC
429
Wellington Shields & Co
New York
$551K +$522K +9,386 New
RIM
430
Redwood Investment Management
Arizona
$546K -$75.2K -1,352 -13%
KWM
431
Kingsview Wealth Management
Oregon
$544K +$132K +2,376 +35%
CFGS
432
Concourse Financial Group Securities
Alabama
$544K +$248K +4,464 +95%
BBHC
433
Brown Brothers Harriman & Co
New York
$539K +$122K +2,197 +31%
IWP
434
Icon Wealth Partners
Texas
$537K +$834 +15 +0.2%
GG
435
Gleason Group
Kentucky
$535K +$507K +9,108 New
NERM
436
New England Research & Management
Illinois
$531K
BFG
437
Beacon Financial Group
Texas
$531K +$149K +2,687 +42%
FWM
438
Frontier Wealth Management
Missouri
$530K -$683K -12,280 -58%
SDAM
439
Shulman DeMeo Asset Management
New York
$527K -$12K -216 -2%
BDS
440
Banco de Sabadell
Florida
$526K -$15.9K -286 -3%
SIA
441
Strategic Investment Advisors
Michigan
$524K +$14.3K +257 +3%
EGM
442
Engineers Gate Manager
New York
$524K +$496K +8,921 New
TAM
443
Trillium Asset Management
Massachusetts
$520K -$19.3K -347 -4%
CHJWM
444
Carlton Hofferkamp & Jenks Wealth Management
Texas
$519K -$5.28K -95 -1%
CC
445
Chicago Capital
Illinois
$518K
TFA
446
Teamwork Financial Advisors
Texas
$518K +$490K +8,814 New
ONST
447
Old North State Trust
North Carolina
$513K +$21.6K +388 +5%
TCPWM
448
Traverso Chambers Private Wealth Management
California
$512K -$10.3K -185 -2%
GA
449
GFS Advisors
Texas
$502K
GC
450
Gratus Capital
Georgia
$498K -$222 -4 -0%