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Name Holding Trade Value Shares
Change
Change in
Stake
WAS
1201
Winch Advisory Services
Wisconsin
$940K +$172 +1 +0%
HIC
1202
Holderness Investments Company
North Carolina
$940K +$22.7K +132 +3%
OCG
1203
Opus Capital Group
Ohio
$936K -$83.4K -484 -8%
FPFS
1204
First Personal Financial Services
North Carolina
$934K -$45.6K -265 -5%
GC
1205
Garde Capital
Washington
$934K
NL
1206
NWAM LLC
Washington
$933K -$2.07K -12 -0.2%
CG
1207
Colony Group
Massachusetts
$931K -$19.5K -113 -2%
PL
1208
Perpetual Ltd
Australia
$930K
AMIM
1209
Aull & Monroe Investment Management
Alabama
$928K +$41.2K +239 +5%
TIA
1210
Tiemann Investment Advisors
California
$924K -$30.8K -179 -3%
CAS
1211
Cue Advisory Services
Arizona
$920K +$69.1K +401 +8%
BFIM
1212
Beese Fulmer Investment Management
Ohio
$909K -$1.9K -11 -0.2%
LFAS
1213
Level Four Advisory Services
Texas
$908K -$517 -3 -0.1%
WPA
1214
West Paces Advisors
Georgia
$907K -$6.54K -38 -0.7%
NSB
1215
Norway Savings Bank
Maine
$904K -$28.9K -168 -3%
SA
1216
Sicart Associates
New York
$897K
EDRH
1217
Edmond de Rothschild Holding
Switzerland
$893K +$233K +1,354 +36%
SBIA
1218
Sheaff Brock Investment Advisors
Indiana
$887K +$13.1K +76 +2%
FFA
1219
First Foundation Advisors
California
$885K -$33.8K -196 -4%
PNAA
1220
Pictet North America Advisors
Switzerland
$885K +$387K +2,249 +81%
FA
1221
FCG Advisors
New Jersey
$882K -$8.61K -50 -1%
PAS
1222
Park Avenue Securities
New York
$881K +$199K +1,157 +30%
DCM
1223
Donaldson Capital Management
Indiana
$876K -$156K -905 -15%
FCCM
1224
First City Capital Management
Georgia
$875K +$7.23K +42 +0.9%
JAM
1225
Jupiter Asset Management
United Kingdom
$873K -$8.16M -47,390 -91%