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Name Holding Trade Value Shares
Change
Change in
Stake
PAM
1326
Pegasus Asset Management
New York
$754K +$16K +577 +2%
ZB
1327
Zions Bancorporation
Utah
$751K -$14.3K -515 -2%
NAM
1328
NTV Asset Management
West Virginia
$750K -$28.7K -1,034 -4%
BCM
1329
Boltwood Capital Management
California
$748K +$227K +8,180 +41%
ACM
1330
Allred Capital Management
Texas
$747K -$37.9K -1,363 -5%
PCS
1331
Personal CFO Solutions
New Jersey
$747K -$130K -4,691 -14%
LF
1332
Lantz Financial
Illinois
$747K -$54.2K -1,950 -6%
CCWM
1333
Cassaday & Co Wealth Management
Virginia
$746K +$784K +28,224 New
BFA
1334
Beaumont Financial Advisors
Massachusetts
$745K -$26K -936 -3%
IHL
1335
Investment House LLC
California
$739K -$42.4K -1,525 -5%
HCM
1336
Howland Capital Management
Massachusetts
$738K +$28.1K +1,011 +4%
SCM
1337
Spreng Capital Management
Ohio
$738K -$74.9K -2,698 -9%
ECG
1338
Edge Capital Group
Georgia
$737K -$81.4K -2,931 -10%
WPC
1339
Waters Parkerson & Co
Louisiana
$736K -$175K -6,296 -18%
SF
1340
Summit Financial
New Jersey
$734K -$16.5K -593 -2%
FFWA
1341
FRG Family Wealth Advisors
Washington
$731K +$56 +2 +0%
AWM
1342
Avior Wealth Management
Nebraska
$728K +$32K +1,151 +4%
FFS
1343
Founders Financial Securities
Maryland
$728K +$106K +3,828 +16%
FRM
1344
Fox Run Management
Connecticut
$728K +$496K +17,869 +185%
IB
1345
Intrust Bank
Kansas
$727K +$254K +9,144 +50%
PIMG
1346
Patriot Investment Management Group
Tennessee
$727K -$105K -3,778 -13%
HDIM
1347
Hanson & Doremus Investment Management
Vermont
$727K +$251K +9,026 +49%
CD
1348
Chapin Davis
Maryland
$726K +$763K +27,483 New
SM
1349
STF Management
Texas
$726K +$762K +27,450 New
CT
1350
Coastline Trust
Rhode Island
$725K -$745K -26,831 -49%