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Name Holding Trade Value Shares
Change
Change in
Stake
BFM
451
Boston Financial Management
Massachusetts
$445K – – –
KWMG
452
King Wealth Management Group
Florida
$440K +$52.5K +1,063 +13%
RCM
453
Riverhead Capital Management
Delaware
$439K – – –
SGA
454
Strategic Global Advisors
California
$437K +$123K +2,480 +38%
IA
455
Independence Advisors
Pennsylvania
$436K -$4.84K -98 -1%
CA
456
Commerzbank Aktiengesellschaft
Germany
$436K +$91.7K +1,856 +26%
PGFC
457
Peapack-Gladstone Financial Corp
New Jersey
$427K -$25.7K -520 -6%
DAM
458
Delta Asset Management
Tennessee
$427K +$2.02K +41 +0.5%
OA
459
Oxbow Advisors
Texas
$418K – – –
BCM
460
Buckhead Capital Management
Georgia
$417K – – –
WA
461
WealthTrust Axiom
Pennsylvania
$413K +$99 +2 +0%
MSFP
462
Mark Sheptoff Financial Planning
Connecticut
$410K -$57.3K -1,160 -12%
MAM
463
Mastrapasqua Asset Management
Tennessee
$410K +$4.54K +92 +1%
SNT
464
Security National Trust
West Virginia
$410K +$27.7K +560 +7%
MSS
465
Mitchell Sinkler & Starr
Pennsylvania
$409K -$36K -728 -8%
AWA
466
Arete Wealth Advisors
Illinois
$409K +$419K +8,488 New
NSIM
467
North Star Investment Management
Illinois
$408K +$93.9K +1,900 +29%
WIP
468
Wellesley Investment Partners
Massachusetts
$404K -$58.6K -1,186 -12%
WJA
469
Williams Jones & Associates
New York
$403K -$19.8K -400 -5%
DTL
470
Dynamic Technology Lab
Singapore
$402K +$412K +8,342 New
CBB
471
Citizens Business Bank
California
$400K +$411K +8,320 New
NERM
472
New England Research & Management
Illinois
$399K -$35.6K -720 -8%
BP
473
Ballentine Partners
Massachusetts
$398K +$22.9K +464 +6%
FWCM
474
Ferguson Wellman Capital Management
Oregon
$393K +$53.6K +1,085 +15%
OAM
475
Oxford Asset Management
United Kingdom
$390K +$400K +8,102 New