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Name Holding Trade Value Shares
Change
Change in
Stake
WAC
1051
William Allan Corp
Colorado
$607K -$116K -1,194 -17%
BFA
1052
Bragg Financial Advisors
North Carolina
$605K -$141K -1,445 -20%
LJAC
1053
L.J. Altfest & Co
New York
$604K -$265K -2,720 -32%
AFA
1054
AA Financial Advisors
Ohio
$603K -$64.6K -663 -10%
PI
1055
Pettee Investors
Connecticut
$603K -$113K -1,156 -16%
CCA
1056
Checchi Capital Advisers
California
$602K -$109K -1,118 -16%
PTC
1057
Petrus Trust Company
Texas
$602K +$98.8K +1,014 +21%
ESB
1058
Essex Savings Bank
Connecticut
$601K -$186K -1,907 -24%
UBV
1059
United Bank (Virginia)
Virginia
$600K -$112K -1,152 -16%
NCM
1060
NCM Capital Management
New Jersey
$598K +$570K +5,850 New
AWM
1061
Aries Wealth Management
Maine
$598K -$112K -1,146 -16%
SCTC
1062
Sanibel Captiva Trust Company
Florida
$595K -$118K -1,208 -17%
PIM
1063
Progressive Investment Management
Oregon
$594K -$111K -1,140 -16%
AG
1064
AIA Group
Hong Kong
$593K -$1.71M -17,529 -75%
NHT
1065
New Hampshire Trust
New Hampshire
$592K -$124K -1,274 -18%
FTWA
1066
Fifth Third Wealth Advisors
Ohio
$592K +$70.2K +720 +14%
CI
1067
Cigna Investments
Connecticut
$592K -$109K -1,119 -16%
CJ
1068
Caitlin John
Michigan
$592K +$235K +2,412 +71%
RPCONE
1069
Retirement Planning Company of New England
Rhode Island
$591K -$53.4K -548 -9%
IBOK
1070
Independence Bank of Kentucky
Kentucky
$591K +$264K +2,706 +88%
SA
1071
Strategic Advisors
New York
$589K -$256K -2,625 -31%
MGIA
1072
Moneta Group Investment Advisors
Missouri
$588K -$308K -3,158 -35%
FCA
1073
FLC Capital Advisors
California
$588K -$431K -4,419 -43%
HFAS
1074
Hummer Financial Advisory Services
Illinois
$586K -$115K -1,184 -17%
IWA
1075
IVC Wealth Advisors
Pennsylvania
$586K -$40.1K -411 -7%