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Name Holding Trade Value Shares
Change
Change in
Stake
FFWA
2076
FRG Family Wealth Advisors
Washington
$257K – – –
AAM
2077
Azzad Asset Management
Virginia
$256K -$9.72K -53 -4%
ANB
2078
Amarillo National Bank
Texas
$256K – – –
CNB
2079
Camden National Bank
Maine
$255K -$3.67K -20 -1%
CK
2080
Cohen Klingenstein
New York
$255K +$243K +1,327 New
DSAM
2081
Dock Street Asset Management
Florida
$254K -$62.4K -340 -20%
FUBT
2082
First United Bank & Trust
Maryland
$254K – – –
DBIA
2083
Dumont & Blake Investment Advisors
New Jersey
$250K -$9.17K -50 -4%
CCP
2084
Cardan Capital Partners
Colorado
$250K +$1.47K +8 +0.6%
RCAMU
2085
Rothschild & Co Asset Management US
Connecticut
$248K -$47.7M -259,963 -100%
CASB
2086
Cape Ann Savings Bank
Massachusetts
$248K – – –
LWA
2087
Lenox Wealth Advisors
New York
$247K -$174K -947 -42%
CAN
2088
Claraphi Advisory Network
United States
$247K -$89.2K -486 -27%
IF
2089
IRON Financial
Illinois
$247K +$22K +120 +10%
ICM
2090
Ionic Capital Management
New York
$247K +$236K +1,288 New
BAM
2091
Blueshift Asset Management
New Jersey
$246K -$223K -1,213 -49%
SFWA
2092
Summit Financial Wealth Advisors
Louisiana
$246K -$10.6K -58 -4%
MCM
2093
McMillion Capital Management
North Carolina
$245K – – –
APG
2094
Abacus Planning Group
South Carolina
$244K – – –
WPSG
2095
Wealth & Pension Services Group
Georgia
$244K – – –
HAIM
2096
Hunter Associates Investment Management
Pennsylvania
$243K – – –
PFA
2097
Paradigm Financial Advisors
Missouri
$243K – – –
VST
2098
Van Strum & Towne
California
$243K – – –
GIA
2099
Gladstone Institutional Advisory
Florida
$242K -$92.3K -503 -28%
AWMG
2100
Alliance Wealth Management Group
New Jersey
$242K +$6.24K +34 +3%