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Name Holding Trade Value Shares
Change
Change in
Stake
MA
551
MUFG Americas
New York
$525K – – –
PWPS
552
Pinnacle Wealth Planning Services
Ohio
$524K -$7K -219 -1%
SFM
553
Signet Financial Management
New Jersey
$523K +$554K +17,334 New
CAM
554
CenterStar Asset Management
Illinois
$514K – – –
VCG
555
Vantage Consulting Group
Virginia
$512K +$168K +5,241 +45%
FHB
556
First Hawaiian Bank
Hawaii
$511K -$59.5K -1,860 -10%
ANI
557
American National Insurance
Texas
$503K – – –
BFS
558
Bradley Foster & Sargent
Connecticut
$503K – – –
EWA
559
EP Wealth Advisors
California
$502K +$58.5K +1,831 +12%
PCM
560
Perritt Capital Management
Illinois
$501K +$4.32K +135 +0.8%
Kovitz Investment Group Partners
561
Kovitz Investment Group Partners
Illinois
$499K -$251K -7,850 -32%
CWM
562
Concentric Wealth Management
California
$496K – – –
AIP
563
Ameritas Investment Partners
Nebraska
$495K -$29.5K -924 -5%
PAS
564
Park Avenue Securities
New York
$495K +$214K +6,700 +69%
JWCA
565
J.W. Cole Advisors
Florida
$494K -$3.8K -119 -0.7%
CGL
566
Clarius Group LLC
Washington
$493K -$32 -1 -0%
LWCFA
567
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$491K – – –
HI
568
Harbour Investments
Wisconsin
$487K -$93.7K -2,933 -15%
BIAS
569
Beacon Investment Advisory Services
New Jersey
$487K +$96 +3 +0%
BJL
570
Brighton Jones LLC
Washington
$485K +$1.5K +47 +0.3%
IB
571
Intrust Bank
Kansas
$484K -$41.9K -1,311 -8%
BIM
572
Bridgecreek Investment Management
Oklahoma
$477K – – –
ATPW
573
Ashton Thomas Private Wealth
Arizona
$473K -$21.4K -671 -4%
WF
574
Welch & Forbes
Massachusetts
$466K – – –
MIAN
575
Mariner Independent Advisor Network
Kansas
$464K -$15.2K -476 -3%