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Name Holding Trade Value Shares
Change
Change in
Stake
BIC
651
Beach Investment Counsel
Pennsylvania
$462K -$74.8K -400 -15%
GVAG
652
Great Valley Advisor Group
Delaware
$459K +$9.54K +51 +2%
CT
653
Chicago Trust
Illinois
$457K -$16.3K -87 -4%
PCM
654
Pointe Capital Management
Michigan
$455K – – –
SCA
655
Snowden Capital Advisors
New York
$453K -$5.61K -30 -1%
SFA
656
Sequoia Financial Advisors
Ohio
$446K -$31.2K -167 -7%
PWPS
657
Pinnacle Wealth Planning Services
Ohio
$446K +$36.3K +194 +10%
RW
658
REDW Wealth
New Mexico
$441K – – –
BB
659
Bell Bank
North Dakota
$438K -$9.36K -50 -2%
GAM
660
Griffin Asset Management
New York
$432K -$126K -673 -24%
DBT
661
Dubuque Bank & Trust
Iowa
$429K -$21.5K -115 -5%
PI
662
PFS Investments
Georgia
$429K +$397K +2,121 New
GIM
663
Goelzer Investment Management
Indiana
$425K +$7.86K +42 +2%
SXL
664
Summit X LLC
Missouri
$424K +$4.68K +25 +1%
ZF
665
Zhang Financial
Michigan
$422K -$28.1K -150 -7%
NA
666
NewEdge Advisors
Louisiana
$416K +$61.2K +327 +19%
APA
667
American Portfolios Advisors
New York
$415K -$92.2K -493 -19%
ATC
668
Argent Trust Co
Tennessee
$415K -$96.4K -515 -20%
WP
669
WealthShield Partners
North Carolina
$415K +$386K +2,065 New
PG
670
Pendal Group
Australia
$414K -$50.1K -268 -11%
HAG
671
HighPoint Advisor Group
Illinois
$408K +$375K +2,006 New
FNFDCM
672
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$407K -$23.4K -125 -6%
WHG
673
Westwood Holdings Group
Texas
$403K +$128K +683 +52%
CWM
674
Chesapeake Wealth Management
Virginia
$402K -$4.68K -25 -1%
SIC
675
Salem Investment Counselors
North Carolina
$402K +$374K +2,000 New