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Name Holding Trade Value Shares
Change
Change in
Stake
GC
451
Gratus Capital
Georgia
$498K -$222 -4 -0%
PMG
452
ProVise Management Group
Florida
$497K -$17.8K -320 -4%
NSIM
453
North Star Investment Management
Illinois
$494K – – –
BCA
454
Bay Colony Advisors
Massachusetts
$494K +$113K +2,030 +33%
PT
455
Plimoth Trust
Massachusetts
$491K – – –
FNBOO
456
First National Bank of Omaha
Nebraska
$489K -$32.1K -577 -6%
GT
457
Glenview Trust
Kentucky
$485K -$10.9K -196 -2%
VFA
458
Valeo Financial Advisors
Indiana
$484K +$43.7K +785 +11%
HNB
459
Huntington National Bank
Ohio
$482K +$100K +1,803 +28%
EHC
460
Everett Harris & Co
California
$481K – – –
BFO
461
Boston Family Office
Massachusetts
$475K -$13.3K -240 -3%
SCM
462
Shelton Capital Management
Colorado
$474K – – –
CBB
463
Citizens Business Bank
California
$470K -$7.62K -137 -2%
HP
464
Holowesko Partners
Bahamas
$470K – – –
HSA
465
HBK Sorce Advisory
Pennsylvania
$469K +$38.4K +690 +9%
BRWM
466
B. Riley Wealth Management
Tennessee
$464K -$100K -1,800 -19%
TWP
467
Tempus Wealth Planning
California
$464K +$440K +7,906 New
CIAS
468
Capital Investment Advisory Services
North Carolina
$455K +$87.1K +1,566 +25%
LNB
469
Ledyard National Bank
$452K +$13.3K +240 +3%
TCA
470
Transcend Capital Advisors
New Jersey
$451K +$427K +7,674 New
LNC
471
Lincoln National Corp
Pennsylvania
$449K +$87.2K +1,568 +26%
Luther King Capital Management (LKCM)
472
Luther King Capital Management (LKCM)
Texas
$447K +$199K +3,572 +88%
JWS
473
Juncture Wealth Strategies
Arizona
$446K +$66.8K +1,200 +19%
WIA
474
Wealthstreet Investment Advisors
Texas
$440K – – –
CFMC
475
Curbstone Financial Management Corp
New Hampshire
$437K +$414K +7,443 New