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Name Holding Trade Value Shares
Change
Change in
Stake
BHWM
651
Bar Harbor Wealth Management
New Hampshire
$331K -$26K -1,165 -7%
AAM
652
Auxier Asset Management
Oregon
$331K -$1.81K -81 -0.6%
CCA
653
Checchi Capital Advisers
California
$330K +$2.25K +101 +0.7%
CWM
654
Cedar Wealth Management
California
$328K – – –
WI
655
Wedgewood Investors
Pennsylvania
$327K -$4.46K -200 -1%
SCM
656
Shelton Capital Management
Colorado
$326K – – –
IR
657
Invictus RG
Bermuda
$324K +$319K +14,300 New
BBHC
658
Brown Brothers Harriman & Co
New York
$321K +$2.67K +120 +0.9%
KCM
659
Kanawha Capital Management
Virginia
$317K +$22 +1 +0%
PP
660
PagnatoKarp Partners
Virginia
$315K +$307K +13,782 New
SBL
661
Sargent Bickham Lagudis
Colorado
$313K -$101K -4,528 -25%
TIA
662
Tiemann Investment Advisors
California
$311K +$23.4K +1,050 +8%
EA
663
Elm Advisors
California
$307K -$5.02K -225 -2%
CWA
664
Clarus Wealth Advisors
Arizona
$307K – – –
CS
665
Comerica Securities
Michigan
$305K +$6.93K +311 +2%
FMII
666
Farmers & Merchants Investments Inc
Nebraska
$304K – – –
PWPS
667
Pinnacle Wealth Planning Services
Ohio
$303K +$13.6K +612 +5%
WSC
668
Wellington Shields & Co
New York
$300K – – –
SWP
669
Stratos Wealth Partners
Ohio
$297K +$28.4K +1,272 +11%
CFB
670
Cullen/Frost Bankers
Texas
$296K -$2.5K -112 -0.9%
ECM
671
Evergreen Capital Management
Washington
$295K +$2.14K +96 +0.7%
HCMT
672
Highland Capital Management (Texas)
Texas
$295K +$290K +13,000 New
AF
673
Advisornet Financial
Minnesota
$294K -$165K -7,405 -36%
ARMT
674
Amica Retiree Medical Trust
Rhode Island
$292K – – –
S
675
SignatureFD
Georgia
$292K +$18.9K +848 +7%