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Name Holding Trade Value Shares
Change
Change in
Stake
BWM
1151
Braver Wealth Management
Massachusetts
$865K +$34.5K +239 +4%
IFB
1152
iAB Financial Bank
Indiana
$863K +$75.8K +525 +10%
BAM
1153
Baring Asset Management
United Kingdom
$852K +$823K +5,705 New
RVM
1154
Robinson Value Management
Texas
$849K +$820K +5,683 New
WAS
1155
Winch Advisory Services
Wisconsin
$845K -$3.46K -24 -0.4%
GLRA
1156
Gerald L. Ray & Associates
Texas
$841K
ZB
1157
Zions Bancorporation
Utah
$839K +$4.47K +31 +0.6%
AMIM
1158
Aull & Monroe Investment Management
Alabama
$837K
WSTAM
1159
Wilbanks Smith & Thomas Asset Management
Virginia
$834K -$144 -1 -0%
ZCA
1160
Zeke Capital Advisors
Pennsylvania
$829K +$561K +3,890 +234%
FAN
1161
Financial Advisors Network
California
$828K +$808K +5,598 New
FFA
1162
First Foundation Advisors
California
$827K +$81.1K +562 +11%
FPA
1163
Fieldpoint Private Advisors
New York
$823K +$796K +5,514 New
FCCM
1164
First City Capital Management
Georgia
$821K -$38.5K -267 -5%
MHS
1165
M Holdings Securities
Oregon
$817K +$15.6K +108 +2%
HW
1166
Hancock Whitney
Mississippi
$813K -$13.3K -92 -2%
CSM
1167
CAMG Solamere Management
North Carolina
$811K +$783K +5,429 New
BFIM
1168
Beese Fulmer Investment Management
Ohio
$806K -$86.3K -598 -10%
B
1169
Barings
North Carolina
$799K -$2.68M -18,586 -78%
CA
1170
Cornerstone Advisory
Maryland
$798K +$84.7K +587 +12%
RC
1171
RegentAtlantic Capital
New Jersey
$796K -$30.9K -214 -4%
Kovitz Investment Group Partners
1172
Kovitz Investment Group Partners
Illinois
$796K
CCM
1173
Compass Capital Management
Minnesota
$790K
WCM
1174
Windsor Capital Management
Arizona
$785K +$53.7K +372 +8%
RCAMU
1175
Rothschild & Co Asset Management US
Connecticut
$784K -$1.28M -8,843 -63%