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Name Holding Trade Value Shares
Change
Change in
Stake
CIA
1101
Capital Investment Advisors
Georgia
$426K +$80.1K +873 +23%
RMDI
1102
R.M. Davis Inc
Maine
$423K +$432K +4,705 New
TFA
1103
Transamerica Financial Advisors
Florida
$422K -$110K -1,201 -20%
NEPWA
1104
New England Private Wealth Advisors
Massachusetts
$422K +$119K +1,300 +42%
WA
1105
WealthTrust-Arizona
Arizona
$417K +$53.1K +579 +14%
BG
1106
Bahl & Gaynor
Ohio
$415K +$118K +1,282 +38%
HAG
1107
HighPoint Advisor Group
Illinois
$412K +$420K +4,581 New
KWMG
1108
King Wealth Management Group
Florida
$410K +$24.3K +265 +6%
Jones Financial Companies
1109
Jones Financial Companies
Missouri
$407K +$129K +1,408 +45%
KA
1110
KLCM Advisors
Wisconsin
$405K -$459K -4,999 -53%
HCM
1111
Hilton Capital Management
New York
$405K
DLHL
1112
Donald L. Hagan LLC
Florida
$405K +$27.5K +300 +7%
RMCM
1113
Reynders McVeigh Capital Management
Massachusetts
$404K
WT
1114
Whittier Trust
California
$404K +$25K +272 +6%
FM
1115
Family Management
New York
$404K +$412K +4,493 New
CL
1116
CSS LLC
Illinois
$402K
FBNAT
1117
FirstMerit Bank N.A. Trustee
Ohio
$402K +$111K +1,215 +37%
TSS
1118
Two Sigma Securities
New York
$400K -$688K -7,501 -63%
CRC
1119
Curi RMB Capital
Illinois
$398K +$41.8K +455 +11%
GCMG
1120
Gyroscope Capital Management Group
Florida
$396K
SNT
1121
Security National Trust
West Virginia
$396K
AB
1122
Atlas Brown
Kentucky
$393K +$64.9K +707 +19%
BBA
1123
BLB&B Advisors
Pennsylvania
$391K +$27.5K +300 +7%
VWM
1124
Vector Wealth Management
Minnesota
$388K +$78.7K +858 +30%
OHS
1125
Odey Holdings (Switzerland)
Switzerland
$388K +$139K +1,520 +54%