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Name Holding Trade Value Shares
Change
Change in
Stake
FIM
1426
Fruth Investment Management
Texas
$440K
SOAMC
1427
Spirit of America Management Corp
New York
$440K
MWM
1428
Mascoma Wealth Management
New Hampshire
$439K +$221K +1,465 +96%
VFP
1429
Verus Financial Partners
Virginia
$434K +$151 +1 +0%
AEPG
1430
American Economic Planning Group
New Jersey
$434K +$603 +4 +0.1%
KS
1431
Karpas Strategies
Connecticut
$433K -$7.99K -53 -2%
LIA
1432
LBMC Investment Advisors
Tennessee
$432K -$107K -707 -19%
CC
1433
Cedar Capital
Illinois
$432K +$70.9K +470 +19%
AFM
1434
Abbot Financial Management
Massachusetts
$430K +$441K +2,927 New
PFO
1435
Pathstone Family Office
New Jersey
$429K -$2.71K -18 -0.6%
FUBT
1436
First United Bank & Trust
Maryland
$429K +$2.41K +16 +0.6%
FNBSF
1437
First National Bank Sioux Falls
South Dakota
$428K
TSWM
1438
Triangle Securities Wealth Management
North Carolina
$427K -$43.7K -290 -9%
MCP
1439
Mirador Capital Partners
California
$427K
AFG
1440
Albion Financial Group
Utah
$426K -$16.9K -112 -4%
HL
1441
HeadInvest LLC
Maine
$425K -$28.8K -191 -6%
BFA
1442
Beaumont Financial Advisors
Massachusetts
$423K -$158K -1,046 -27%
FIB
1443
First Interstate Bank
Montana
$423K -$53.7K -356 -11%
OCG
1444
Opus Capital Group
Ohio
$422K -$50.5K -335 -10%
GI
1445
Gradient Investments
Minnesota
$419K -$22.9K -152 -5%
IAS
1446
IMA Advisory Services
Colorado
$419K -$11.2K -74 -3%
MWM
1447
MinichMacGregor Wealth Management
New York
$418K +$302 +2 +0.1%
RW
1448
REDW Wealth
New Mexico
$417K
IFAM
1449
Institutional & Family Asset Management
Colorado
$417K +$7.54K +50 +2%
MCMT
1450
Moon Capital Management (Tennessee)
Tennessee
$415K