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Name Holding Trade Value Shares
Change
Change in
Stake
AT
1351
Avalon Trust
New Mexico
$327K -$61.1K -627 -16%
VCM
1352
Violich Capital Management
California
$327K -$167K -1,709 -35%
HNWAG
1353
High Net Worth Advisory Group
Florida
$327K +$60.7K +623 +24%
FFS
1354
Founders Financial Securities
Maryland
$325K +$310K +3,182 New
ODG
1355
O'Dell Group
Ohio
$325K -$58.6K -601 -16%
CB
1356
CNB Bank
Pennsylvania
$325K -$145K -1,490 -32%
CWS
1357
Confluence Wealth Services
Pennsylvania
$325K -$69.1K -709 -18%
PAM
1358
Peak Asset Management
Colorado
$323K -$60.3K -619 -16%
EB
1359
Exchange Bank
California
$323K -$60.3K -619 -16%
BIP
1360
Blueprint Investment Partners
North Carolina
$320K +$306K +3,135 New
CF
1361
Centaurus Financial
California
$320K -$76.7K -787 -20%
WIC
1362
Woodmont Investment Counsel
Tennessee
$320K -$89.8K -921 -23%
NI
1363
NCP Inc
California
$319K -$59.8K -613 -16%
AP
1364
Americana Partners
Texas
$319K +$304K +3,117 New
DLA
1365
Douglas Lane & Associates
New York
$318K -$110K -1,126 -27%
RCAG
1366
Rehmann Capital Advisory Group
Michigan
$317K -$75.2K -771 -20%
AFC
1367
AFT Forsyth & Company
Florida
$317K -$59.2K -607 -16%
UB
1368
Umpqua Bank
Oregon
$317K -$35.9K -368 -11%
CA
1369
Cornerstone Advisory
Maryland
$316K -$55K -564 -15%
ERWM
1370
Elk River Wealth Management
Colorado
$316K -$59.2K -607 -16%
PRC
1371
Pearl River Capital
Michigan
$315K -$651K -6,680 -68%
TFO
1372
Tarbox Family Office
California
$315K -$58.9K -604 -16%
CPSAC
1373
Chas P. Smith & Associates (CPS)
Florida
$315K -$57.7K -592 -16%
GCIM
1374
Gunn & Company Investment Management
Florida
$315K +$300K +3,081 New
SAM
1375
SignalPoint Asset Management
Missouri
$314K -$69.8K -716 -19%