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Name Holding Trade Value Shares
Change
Change in
Stake
SSWM
1501
Sheets Smith Wealth Management
North Carolina
$673K +$3.55K +98 +0.5%
JCM
1502
Janney Capital Management
Pennsylvania
$672K +$32.8K +905 +5%
FMLI
1503
Fukoku Mutual Life Insurance
Japan
$668K -$14.5K -400 -2%
CW
1504
Cobiz Wealth
Colorado
$667K -$42.2K -1,166 -6%
RVPG
1505
Relative Value Partners Group
$665K -$63.3K -1,749 -9%
GBBWRPM
1506
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$663K -$681K -18,811 -51%
CHP
1507
Cable Hill Partners
Oregon
$663K +$9.15K +253 +1%
TFA
1508
Transamerica Financial Advisors
Florida
$662K +$1.34K +37 +0.2%
SBSB
1509
Sullivan, Bruyette, Speros & Blaney
Virginia
$662K +$5.5K +152 +0.8%
LOAMS
1510
Lombard Odier Asset Management (Switzerland)
Switzerland
$661K +$664K +18,339 New
GLI
1511
Guardian Life Insurance
New York
$659K +$3.8K +105 +0.6%
AHB
1512
Abner Herrman & Brock
New Jersey
$659K +$56K +1,547 +9%
BG
1513
Bollard Group
Massachusetts
$653K -$509K -14,052 -44%
CG
1514
Cutler Group
California
$652K -$461K -12,726 -41%
VSWA
1515
Vontobel Swiss Wealth Advisors
Switzerland
$651K -$58.1K -1,605 -8%
GWS
1516
Glassman Wealth Services
Virginia
$651K +$7.64K +211 +1%
AI
1517
Accredited Investors
Minnesota
$648K -$59K -1,630 -8%
EA
1518
Elm Advisors
California
$647K – – –
EWA
1519
Exencial Wealth Advisors
Oklahoma
$645K -$79.4K -2,195 -11%
IC
1520
Inverness Counsel
New York
$644K – – –
CHJWM
1521
Carlton Hofferkamp & Jenks Wealth Management
Texas
$644K +$382K +10,550 +144%
Kovitz Investment Group Partners
1522
Kovitz Investment Group Partners
Illinois
$634K -$9.77K -270 -2%
Members Trust
1523
Members Trust
Florida
$634K +$636K +17,568 New
NCM
1524
Northside Capital Management
Oregon
$633K -$21.7K -600 -3%
EM
1525
ELCO Management
New York
$633K – – –