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Name Holding Trade Value Shares
Change
Change in
Stake
EMAM
951
Encompass More Asset Management
California
$341K +$338K +1,751 New
BCV
952
Banque Cantonale Vaudoise
Switzerland
$337K -$695K -3,604 -68%
CHAM
953
Clear Harbor Asset Management
Connecticut
$337K
JIC
954
Joel Isaacson & Co
New York
$336K +$579 +3 +0.2%
ACM
955
Altrius Capital Management
North Carolina
$336K
HFM
956
Hartford Financial Management
Connecticut
$335K +$4.44K +23 +1%
EAM
957
Empirical Asset Management
Massachusetts
$333K +$331K +1,714 New
LA
958
Legacy Advisors
Pennsylvania
$333K +$331K +1,714 New
PWM
959
Perigon Wealth Management
California
$330K +$68.3K +354 +26%
WA1
960
Wimmer Associates 1
California
$329K
PWAM
961
Pinnacle West Asset Management
Wyoming
$328K
GPA
962
Garrison Point Advisors
California
$326K -$176K -910 -35%
AIP
963
Ameritas Investment Partners
Nebraska
$324K
HCA
964
Horan Capital Advisors
Ohio
$324K
QCG
965
Quadrant Capital Group
Ohio
$322K +$45.5K +236 +17%
MAS
966
Meeder Advisory Services
Ohio
$322K +$20.6K +107 +7%
MCWS
967
McKinley Carter Wealth Services
West Virginia
$321K -$11.6K -60 -4%
SAM
968
SignalPoint Asset Management
Missouri
$318K +$7.91K +41 +3%
FNBTCON
969
First National Bank & Trust Co of Newtown
Pennsylvania
$314K -$9.64K -50 -3%
KCM
970
Kanawha Capital Management
Virginia
$314K +$20.3K +105 +7%
WB
971
WesBanco Bank
West Virginia
$314K +$311K +1,614 New
Members Trust
972
Members Trust
Florida
$312K +$772 +4 +0.3%
NG
973
Northstar Group
New York
$312K
TAM
974
Tocqueville Asset Management
New York
$312K +$77.2K +400 +33%
SFS
975
Stiles Financial Services
Minnesota
$311K +$309K +1,601 New