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Name Holding Trade Value Shares
Change
Change in
Stake
BOS
1626
Bank of Stockton
California
$778K +$6.47K +133 +0.8%
CVM
1627
Cheviot Value Management
California
$772K -$27.6K -567 -3%
WHG
1628
Westwood Holdings Group
Texas
$772K +$55K +1,130 +7%
ANB
1629
Amarillo National Bank
Texas
$767K
BWM
1630
Bernicke Wealth Management
Wisconsin
$767K +$65K +1,336 +9%
LFA
1631
Legacy Financial Advisors
Kentucky
$767K +$131K +2,699 +20%
PAM
1632
Premier Asset Management
Illinois
$765K
IIM
1633
Ironwood Investment Management
Massachusetts
$760K -$1.22K -25 -0.2%
DSAM
1634
Dock Street Asset Management
Florida
$759K
SWA
1635
Sutton Wealth Advisors
Florida
$758K +$14.6K +301 +2%
JSL
1636
JT Stratford LLC
Georgia
$758K +$92.6K +1,903 +13%
MWM
1637
Merriman Wealth Management
Washington
$758K +$314K +6,453 +67%
CWA
1638
Cypress Wealth Advisors
California
$754K -$16.6K -342 -2%
GCM
1639
Gables Capital Management
Florida
$754K
EM
1640
ELCO Management
New York
$751K
NFG
1641
Nadler Financial Group
Illinois
$751K +$6.08K +125 +0.8%
IF
1642
IRON Financial
Illinois
$750K
NHC
1643
Nicholas Hoffman & Company
Georgia
$749K -$115K -2,370 -13%
BP
1644
BBR Partners
New York
$748K
BDWM
1645
Brewin Dolphin Wealth Management
Ireland
$744K
PFC
1646
Phocas Financial Corp
California
$738K -$11.7K -240 -2%
CCB
1647
Cutter & Co Brokerage
Missouri
$738K +$52.8K +1,085 +7%
BFC
1648
Blue Fin Capital
Rhode Island
$736K +$22.6K +465 +3%
WG
1649
Winton Group
United Kingdom
$733K -$9.3M -191,156 -92%
SOAMC
1650
Spirit of America Management Corp
New York
$728K -$535K -11,000 -42%