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Name Holding Trade Value Shares
Change
Change in
Stake
MHS
1551
M Holdings Securities
Oregon
$564K -$75.1K -2,076 -12%
OAM
1552
Occidental Asset Management
California
$564K -$1.09K -30 -0.2%
SWA
1553
Sutton Wealth Advisors
Florida
$564K
BLAM
1554
Bourne Lent Asset Management
New York
$562K
PH
1555
Pinnacle Holdings
Oklahoma
$561K -$13.3K -367 -2%
PFO
1556
Pathstone Family Office
New Jersey
$561K +$73K +2,018 +15%
IF
1557
IRON Financial
Illinois
$557K
EAM
1558
Evanson Asset Management
California
$555K +$3K +83 +0.5%
NQWM
1559
Northwest Quadrant Wealth Management
Oregon
$554K +$5.79K +160 +1%
GWM
1560
GSB Wealth Management
Connecticut
$553K +$3.94K +109 +0.7%
CANY
1561
Caxton Associates (New York)
New York
$552K +$554K +15,300 New
CC
1562
Cipher Capital
New York
$551K +$553K +15,288 New
MIM
1563
Miller Investment Management
Pennsylvania
$549K
ITIM
1564
Indiana Trust & Investment Management
Indiana
$546K -$48.9K -1,350 -8%
KCPG
1565
Kavar Capital Partners Group
Kansas
$545K +$176K +4,860 +47%
BPB
1566
Badgley, Phelps & Bell
Washington
$541K -$42.5K -1,174 -7%
TI
1567
Truepoint Inc
Ohio
$541K -$17K -470 -3%
Assenagon Asset Management
1568
Assenagon Asset Management
Luxembourg
$541K
TBA
1569
Train Babcock Advisors
New York
$540K -$13.9K -385 -3%
BAM
1570
Bruderman Asset Management
New York
$536K +$1.19K +33 +0.2%
YMRC
1571
Yorktown Management & Research Company
Virginia
$534K
DAC
1572
Dividend Assets Capital
South Carolina
$533K +$123K +3,400 +30%
Verition Fund Management
1573
Verition Fund Management
Connecticut
$527K +$529K +14,615 New
SFM
1574
Signature Financial Management
Virginia
$526K +$242K +6,675 +84%
BIM
1575
Bridges Investment Management
Nebraska
$525K -$114K -3,164 -18%