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Name Holding Trade Value Shares
Change
Change in
Stake
JDR
1476
Jay D. Rosenbaum
$1.33M -$680K -13,309 -34%
UBV
1477
United Bank (Virginia)
Virginia
$1.33M
MWM
1478
Minot Wealth Management
Massachusetts
$1.33M -$15.4K -302 -1%
EWM
1479
Evermay Wealth Management
Virginia
$1.33M +$38.2K +747 +3%
WMS
1480
Wealth Management Solutions
Pennsylvania
$1.33M +$1.32M +25,863 New
AAS
1481
Ameritas Advisory Services
Nebraska
$1.33M +$1.32M +25,851 New
BCM
1482
Boltwood Capital Management
California
$1.33M -$269K -5,265 -17%
GPA
1483
Garrison Point Advisors
California
$1.32M -$40.9K -800 -3%
RMDI
1484
R.M. Davis Inc
Maine
$1.32M +$179K +3,499 +16%
BFA
1485
Bill Few Associates
Pennsylvania
$1.32M +$1.31M +25,606 New
MCM
1486
McRae Capital Management
New Jersey
$1.31M -$7.31K -143 -0.6%
PFG
1487
Peterson Financial Group
Iowa
$1.31M +$1.3M +25,462 New
LBA
1488
Lowell Blake & Associates
Massachusetts
$1.31M -$260K -5,080 -17%
HFBOT
1489
Home Federal Bank of Tennessee
Tennessee
$1.31M +$22.9K +448 +2%
RPSA
1490
Richard P. Slaughter Associates
Texas
$1.31M +$182K +3,568 +16%
PHS
1491
Pekin Hardy Strauss
Illinois
$1.31M +$1.3M +25,402 New
KMWM
1492
Keudell/Morrison Wealth Management
Oregon
$1.31M -$24.2K -473 -2%
HCM
1493
Highlander Capital Management
New Jersey
$1.31M +$138K +2,700 +12%
CBA
1494
Coastal Bridge Advisors
Connecticut
$1.3M -$139K -2,721 -10%
CST
1495
Charles Schwab Trust
Nevada
$1.3M +$28.2K +551 +2%
EPA
1496
Element Pointe Advisors
Florida
$1.3M +$306K +5,993 +31%
AIM
1497
Aspen Investment Management
Michigan
$1.3M +$102 +2 +0%
CIC
1498
Crawford Investment Counsel
Georgia
$1.3M -$43.7K -855 -3%
CF
1499
Centaurus Financial
California
$1.3M -$299K -5,852 -19%
CHAM
1500
Clear Harbor Asset Management
Connecticut
$1.3M