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Name Holding Trade Value Shares
Change
Change in
Stake
KJWM
1201
Kiley Juergens Wealth Management
Washington
$951K +$13.6K +79 +1%
WAS
1202
Winch Advisory Services
Wisconsin
$940K +$172 +1 +0%
HIC
1203
Holderness Investments Company
North Carolina
$940K +$22.7K +132 +3%
OCG
1204
Opus Capital Group
Ohio
$936K -$83.4K -484 -8%
FPFS
1205
First Personal Financial Services
North Carolina
$934K -$45.6K -265 -5%
GC
1206
Garde Capital
Washington
$934K – – –
NL
1207
NWAM LLC
Washington
$933K -$2.07K -12 -0.2%
CG
1208
Colony Group
Massachusetts
$931K -$19.5K -113 -2%
PL
1209
Perpetual Ltd
Australia
$930K – – –
AMIM
1210
Aull & Monroe Investment Management
Alabama
$928K +$41.2K +239 +5%
TIA
1211
Tiemann Investment Advisors
California
$924K -$30.8K -179 -3%
CAS
1212
Cue Advisory Services
Arizona
$920K +$69.1K +401 +8%
BFIM
1213
Beese Fulmer Investment Management
Ohio
$909K -$1.9K -11 -0.2%
LFAS
1214
Level Four Advisory Services
Texas
$908K -$517 -3 -0.1%
WPA
1215
West Paces Advisors
Georgia
$907K -$6.54K -38 -0.7%
NSB
1216
Norway Savings Bank
Maine
$904K -$28.9K -168 -3%
SA
1217
Sicart Associates
New York
$897K – – –
EDRH
1218
Edmond de Rothschild Holding
Switzerland
$893K +$233K +1,354 +36%
SBIA
1219
Sheaff Brock Investment Advisors
Indiana
$887K +$13.1K +76 +2%
FFA
1220
First Foundation Advisors
California
$885K -$33.8K -196 -4%
PNAA
1221
Pictet North America Advisors
Switzerland
$885K +$387K +2,249 +81%
FA
1222
FCG Advisors
New Jersey
$882K -$8.61K -50 -1%
PAS
1223
Park Avenue Securities
New York
$881K +$199K +1,157 +30%
DCM
1224
Donaldson Capital Management
Indiana
$876K -$156K -905 -15%
FCCM
1225
First City Capital Management
Georgia
$875K +$7.23K +42 +0.9%