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Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
551
Capital Investment Advisory Services
North Carolina
$219K +$228K +4,930 New
CONA
552
Capital One National Association
New York
$217K -$14.3K -310 -6%
CAM
553
Cypress Asset Management
Texas
$216K -$279K -6,032 -55%
HCM
554
Howland Capital Management
Massachusetts
$215K -$7.76K -168 -3%
HPC
555
HM Payson & Co
Maine
$210K +$1.62K +35 +0.7%
CCM
556
Consolidated Capital Management
California
$210K +$218K +4,728 New
AWM
557
AllSquare Wealth Management
New York
$209K -$37K -800 -14%
AT
558
Arden Trust
Delaware
$209K -$1.11K -24 -0.5%
KFGK
559
Keystone Financial Group (Kentucky)
Kentucky
$209K +$206K +4,470 New
MSS
560
Mitchell Sinkler & Starr
Pennsylvania
$207K -$55.4K -1,200 -20%
CBTWT
561
Community Bank & Trust (Waco, Texas)
Texas
$206K -$269K -5,818 -56%
CSIC
562
Clifford Swan Investment Counsel
California
$206K -$56.5K -1,224 -21%
BWM
563
BigSur Wealth Management
Florida
$205K -$267K -5,774 -56%
WP
564
WealthSource Partners
California
$205K +$21.9K +473 +11%
CAMG
565
CWA Asset Management Group
Florida
$202K
VNA
566
Valley National Advisers
Pennsylvania
$201K -$138K -2,997 -40%
RW
567
Rand Wealth
Maryland
$200K
CBT
568
Capital Bank & Trust
California
$195K
SFSIG
569
San Francisco Sentry Investment Group
California
$194K -$120K -2,608 -37%
OC
570
Oakworth Capital
Alabama
$193K
BL
571
Balentine LLC
Georgia
$185K -$76.7K -1,660 -28%
CPA
572
Clear Perspective Advisors
Illinois
$183K +$18.5K +400 +11%
BC
573
Bartlett & Co
Ohio
$178K
LYV
574
Live Your Vision
Pennsylvania
$174K
CFN
575
Cordasco Financial Network
Florida
$162K -$27.2K -588 -14%