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Name Holding Trade Value Shares
Change
Change in
Stake
OA
1451
Opes Advisors
California
$707K -$1.36K -38 -0.2%
SFP
1452
Shepherd Financial Partners
Massachusetts
$706K +$3.11K +87 +0.4%
AW
1453
Alpha Windward
Massachusetts
$705K +$514K +14,371 +220%
AIA
1454
Armor Investment Advisors
North Carolina
$699K +$143 +4 +0%
PP
1455
PagnatoKarp Partners
Virginia
$698K -$26.7K -746 -3%
SBSB
1456
Sullivan, Bruyette, Speros & Blaney
Virginia
$696K +$81.9K +2,288 +12%
FPCP
1457
Fort Point Capital Partners
California
$694K -$284K -7,941 -28%
SIC
1458
Shoker Investment Counsel
Ohio
$693K -$11.4K -319 -2%
HCM
1459
Hall Capital Management
Rhode Island
$693K – – –
CT
1460
Clearstead Trust
Maine
$693K +$15.1K +422 +2%
HWP
1461
Hefty Wealth Partners
Indiana
$689K +$663K +18,532 +971%
CWM
1462
Concert Wealth Management
California
$685K -$1.11M -31,157 -60%
PAS
1463
Partnervest Advisory Services
California
$685K +$7.94K +222 +1%
BST
1464
Bath Savings Trust
Maine
$684K +$40.1K +1,122 +6%
BSB
1465
Bangor Savings Bank
Maine
$683K -$4.62K -129 -0.6%
MHS
1466
M Holdings Securities
Oregon
$681K +$163K +4,542 +29%
FFC
1467
First Financial Corp
Indiana
$678K -$6.26K -175 -0.9%
WSC
1468
Wellington Shields & Co
New York
$678K +$3.58K +100 +0.5%
KWMG
1469
King Wealth Management Group
Florida
$678K +$6.58K +184 +0.9%
RMDI
1470
R.M. Davis Inc
Maine
$677K -$147K -4,095 -17%
CC
1471
Cornerstone Capital
California
$676K – – –
HH
1472
Hilltop Holdings
Texas
$674K -$3.22K -90 -0.4%
GBBWRPM
1473
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$673K +$56.1K +1,567 +9%
RFM
1474
Royal Fund Management
Florida
$671K -$23.7K -662 -3%
PFBT
1475
Parkside Financial Bank & Trust
Missouri
$669K +$27.7K +774 +4%