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Name Holding Trade Value Shares
Change
Change in
Stake
GTAM
1251
Global Trust Asset Management
Florida
$691K +$94.9K +753 +17%
SIG
1252
Sargent Investment Group
Maryland
$690K -$43.9K -348 -6%
MSA
1253
Marino Stram & Associates
Massachusetts
$690K +$173K +1,375 +35%
FA
1254
FCG Advisors
New Jersey
$689K +$3.91K +31 +0.6%
VVP
1255
Venture Visionary Partners
Ohio
$688K +$126K +998 +23%
CCA
1256
Conestoga Capital Advisors
Pennsylvania
$683K -$30.2K -240 -4%
PA
1257
Probity Advisors
Texas
$682K – – –
BCM
1258
BTR Capital Management
California
$681K +$15K +119 +2%
HCMNY
1259
Howard Capital Management (New York)
New York
$680K – – –
CCM
1260
Cox Capital Management
Massachusetts
$679K -$125K -991 -16%
SDWIA
1261
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$679K +$37.4K +297 +6%
FAG
1262
Financial Advisory Group
Texas
$678K +$30.1K +239 +5%
SFFS
1263
Stonehage Fleming Financial Services
Jersey
$677K -$381K -3,022 -37%
AI
1264
ArchPoint Investors
Florida
$676K +$267K +2,117 +69%
WA
1265
Wealth Architects
California
$675K -$172K -1,364 -21%
MFG
1266
Magnus Financial Group
New York
$673K -$80.1K -636 -11%
PB
1267
Pinnacle Bancorp
Nebraska
$673K -$13.5K -107 -2%
RIM
1268
Rampart Investment Management
Connecticut
$673K +$16.9K +134 +3%
AA
1269
Auxano Advisors
Washington
$672K +$10.7K +85 +2%
CIAS
1270
Capital Investment Advisory Services
North Carolina
$672K +$32.4K +257 +5%
AFC
1271
AFT Forsyth & Company
Florida
$670K -$21K -167 -3%
WQ
1272
Wealth Quarterback
New Jersey
$667K +$418K +3,316 +184%
CCA
1273
Cobblestone Capital Advisors
New York
$666K -$7.56K -60 -1%
NFG
1274
Next Financial Group
Texas
$665K -$123K -977 -16%
PG
1275
Proffitt & Goodson
Tennessee
$664K +$3.78K +30 +0.6%