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Name Holding Trade Value Shares
Change
Change in
Stake
BOS
1551
Bingham Osborn & Scarborough
California
$494K +$21.3K +156 +5%
MTC
1552
McDaniel Terry & Co
Texas
$493K
SMC
1553
Smith, Moore & Co
Missouri
$493K +$8.07K +59 +2%
AWM
1554
Avior Wealth Management
Nebraska
$490K -$6.15K -45 -1%
VNA
1555
Valley National Advisers
Pennsylvania
$490K -$410 -3 -0.1%
KP
1556
Keel Point
Alabama
$489K -$42.7K -312 -8%
BFO
1557
Biltmore Family Office
North Carolina
$489K
ST
1558
Sentinel Trust
Texas
$489K +$478K +3,493 New
FNC
1559
First National Corp
Massachusetts
$488K +$12K +88 +2%
AIA
1560
Arbor Investment Advisors
North Carolina
$485K
DAM
1561
Doheny Asset Management
California
$484K
CS
1562
Cannell & Spears
New York
$484K +$93K +680 +24%
CHA
1563
Carmichael Hill & Associates
Maryland
$483K +$273 +2 +0.1%
SSWM
1564
Smith Salley Wealth Management
North Carolina
$482K +$91.5K +669 +24%
CWM
1565
Calamos Wealth Management
Illinois
$481K -$160K -1,173 -25%
OFS
1566
Orrstown Financial Services
Pennsylvania
$481K
WA
1567
Wambolt & Associates
Colorado
$481K +$101K +740 +28%
WIA
1568
Wealthstreet Investment Advisors
Texas
$480K -$10.9M -79,900 -96%
CFMC
1569
Curbstone Financial Management Corp
New Hampshire
$476K
HC
1570
Hatton Consulting
Arizona
$476K +$465K +3,400 New
GHA
1571
GW Henssler & Associates
Georgia
$475K +$192K +1,407 +71%
AWM
1572
Apollon Wealth Management
South Carolina
$474K +$26.5K +194 +6%
WQ
1573
Wealth Quarterback
New Jersey
$474K +$463K +3,383 New
GPA
1574
Garrison Point Advisors
California
$472K
CFS
1575
CRA Financial Services
New Jersey
$471K -$13.8K -101 -3%