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Name Holding Trade Value Shares
Change
Change in
Stake
FMT
1551
First Mercantile Trust
Tennessee
$569K +$46.1K +1,275 +9%
MHS
1552
M Holdings Securities
Oregon
$564K -$75.1K -2,076 -12%
OAM
1553
Occidental Asset Management
California
$564K -$1.09K -30 -0.2%
SWA
1554
Sutton Wealth Advisors
Florida
$564K – – –
BLAM
1555
Bourne Lent Asset Management
New York
$562K – – –
PH
1556
Pinnacle Holdings
Oklahoma
$561K -$13.3K -367 -2%
PFO
1557
Pathstone Family Office
New Jersey
$561K +$73K +2,018 +15%
IF
1558
IRON Financial
Illinois
$557K – – –
EAM
1559
Evanson Asset Management
California
$555K +$3K +83 +0.5%
NQWM
1560
Northwest Quadrant Wealth Management
Oregon
$554K +$5.79K +160 +1%
GWM
1561
GSB Wealth Management
Connecticut
$553K +$3.94K +109 +0.7%
CANY
1562
Caxton Associates (New York)
New York
$552K +$554K +15,300 New
CC
1563
Cipher Capital
New York
$551K +$553K +15,288 New
MIM
1564
Miller Investment Management
Pennsylvania
$549K – – –
ITIM
1565
Indiana Trust & Investment Management
Indiana
$546K -$48.9K -1,350 -8%
KCPG
1566
Kavar Capital Partners Group
Kansas
$545K +$176K +4,860 +47%
BPB
1567
Badgley, Phelps & Bell
Washington
$541K -$42.5K -1,174 -7%
TI
1568
Truepoint Inc
Ohio
$541K -$17K -470 -3%
Assenagon Asset Management
1569
Assenagon Asset Management
Luxembourg
$541K – – –
TBA
1570
Train Babcock Advisors
New York
$540K -$13.9K -385 -3%
BAM
1571
Bruderman Asset Management
New York
$536K +$1.19K +33 +0.2%
YMRC
1572
Yorktown Management & Research Company
Virginia
$534K – – –
DAC
1573
Dividend Assets Capital
South Carolina
$533K +$123K +3,400 +30%
Verition Fund Management
1574
Verition Fund Management
Connecticut
$527K +$529K +14,615 New
SFM
1575
Signature Financial Management
Virginia
$526K +$242K +6,675 +84%