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Name Holding Trade Value Shares
Change
Change in
Stake
RCM
1201
RNC Capital Management
California
$1M +$31.3K +158 +3%
PMFA
1202
Plante Moran Financial Advisors
Michigan
$998K -$66K -333 -6%
PG
1203
Proffitt & Goodson
Tennessee
$996K -$101K -508 -9%
SFG
1204
Summit Financial Group
West Virginia
$995K +$290K +1,465 +37%
CA
1205
Cornerstone Advisory
Maryland
$994K -$6.34K -32 -0.6%
SRAM
1206
Stone Ridge Asset Management
New York
$992K -$23.6K -119 -2%
GBT
1207
Grove Bank & Trust
Florida
$987K -$10.1K -51 -0.9%
HCM
1208
Highlander Capital Management
New Jersey
$986K +$664K +3,349 +156%
WAS
1209
Winch Advisory Services
Wisconsin
$984K -$11.7K -59 -1%
RCA
1210
Rowland Carmichael Advisors
Arizona
$984K +$15.7K +79 +1%
RCAG
1211
Rehmann Capital Advisory Group
Michigan
$980K +$136K +687 +15%
SHGA
1212
Sand Hill Global Advisors
California
$976K -$4.54M -22,910 -81%
PFS
1213
Prospera Financial Services
Texas
$975K +$171K +863 +19%
NSB
1214
Norway Savings Bank
Maine
$972K -$33.1K -167 -3%
SBIA
1215
Sheaff Brock Investment Advisors
Indiana
$968K +$16.6K +84 +2%
LW
1216
Linscomb Wealth
Texas
$967K +$33.3K +168 +3%
CSM
1217
CAMG Solamere Management
North Carolina
$966K -$3.57K -18 -0.3%
FNB
1218
Farmers National Bank
Kentucky
$958K -$34.3K -173 -3%
BFIM
1219
Beese Fulmer Investment Management
Ohio
$956K -$11.9K -60 -1%
MC
1220
Marcus Capital
Illinois
$941K +$130K +658 +15%
WPA
1221
West Paces Advisors
Georgia
$936K +$2.38K +12 +0.2%
RC
1222
RegentAtlantic Capital
New Jersey
$934K -$26.9K -136 -3%
SA
1223
Sicart Associates
New York
$934K – – –
RIS
1224
Retirement Income Solutions
Michigan
$930K -$32.1K -162 -3%
FA
1225
FCG Advisors
New Jersey
$928K +$198 +1 +0%