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Name Holding Trade Value Shares
Change
Change in
Stake
TSWM
1126
Triangle Securities Wealth Management
North Carolina
$616K +$3.32K +27 +0.5%
AHS
1127
Aspiriant Holdings S3
California
$615K +$638K +5,188 New
CCS
1128
Crosspoint Capital Strategies
California
$613K -$336K -2,735 -35%
GWCM
1129
Godshalk Welsh Capital Management
Pennsylvania
$613K
DDC
1130
DF Dent & Co
Maryland
$613K +$5.29K +43 +0.8%
BWA
1131
Burt Wealth Advisors
Maryland
$612K
WSC
1132
Wellington Shields & Co
New York
$610K
ZB
1133
Zions Bancorporation
Utah
$609K -$1.13M -9,215 -65%
PPSG
1134
Princeton Portfolio Strategies Group
New Jersey
$601K -$58.9K -479 -9%
RIA
1135
Regal Investment Advisors
Michigan
$601K -$20K -163 -3%
AAS
1136
Annex Advisory Services
Wisconsin
$601K +$179K +1,452 +40%
SGAM
1137
Steinberg Global Asset Management
Florida
$600K
TFO
1138
Tarbox Family Office
California
$598K +$26.9K +219 +5%
NPF
1139
Norris Perne & French
Michigan
$596K
WA
1140
WFG Advisors
Texas
$595K -$346K -2,813 -36%
LC
1141
Lourd Capital
California
$595K +$22.4K +182 +4%
FA
1142
FCG Advisors
New Jersey
$593K
PAIA
1143
Park Avenue Institutional Advisers
New York
$589K -$18.3K -149 -3%
AAM
1144
Aureus Asset Management
Massachusetts
$584K -$85.7K -697 -12%
AI
1145
Atria Investments
North Carolina
$583K -$99.8K -812 -14%
ITIM
1146
Indiana Trust & Investment Management
Indiana
$583K
PNAA
1147
Pictet North America Advisors
Switzerland
$583K
HAG
1148
HighPoint Advisor Group
Illinois
$578K +$599K +4,873 New
QCG
1149
Quadrant Capital Group
Ohio
$577K +$2.09K +17 +0.3%
FNB
1150
Farmers National Bank
Kentucky
$576K