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Name Holding Trade Value Shares
Change
Change in
Stake
OCG
1251
Opus Capital Group
Ohio
$841K
SWM
1252
Segment Wealth Management
Texas
$839K -$186K -3,486 -19%
JIC
1253
Joel Isaacson & Co
New York
$838K -$129K -2,418 -14%
FMW
1254
Farr Miller & Washington
District of Columbia
$829K +$150K +2,822 +23%
PAM
1255
Premier Asset Management
Illinois
$814K +$208K +3,914 +36%
MMPW
1256
Mitchell McLeod Pugh & Williams
Alabama
$804K +$83.1K +1,562 +12%
SKK
1257
Shepherd Kaplan Krochuk
Massachusetts
$801K
ADBIC
1258
A.D. Beadell Investment Counsel
Wisconsin
$799K
OIA
1259
Optimum Investment Advisors
Illinois
$796K -$83.7K -1,572 -10%
FDS
1260
First Dallas Securities
Texas
$793K +$16.8K +315 +2%
DW
1261
Domani Wealth
Pennsylvania
$792K -$54.4K -1,023 -7%
NAM
1262
Needelman Asset Management
California
$792K -$1.38K -26 -0.2%
BIAS
1263
Beacon Investment Advisory Services
New Jersey
$792K +$75.9M +1,426,952 +10,036%
VIA
1264
Vident Investment Advisory
Georgia
$790K -$1.06M -19,894 -58%
S
1265
SignatureFD
Georgia
$790K +$162K +3,041 +27%
HBT
1266
Hills Bank & Trust
Iowa
$789K -$90.4K -1,698 -11%
AAM
1267
Azzad Asset Management
Virginia
$787K +$43.3K +814 +6%
TFA
1268
Transamerica Financial Advisors
Florida
$782K -$2.29M -43,100 -75%
MPAM
1269
Murphy Pohlad Asset Management
Minnesota
$782K +$20.6K +387 +3%
ADL
1270
Asset Dedication LLC
California
$781K +$5.75K +108 +0.8%
WP
1271
WealthPLAN Partners
Nebraska
$779K +$1.45M +27,300 New
LRPA
1272
L. Roy Papp & Associates
Arizona
$776K
MMG
1273
Monetary Management Group
Missouri
$776K +$314K +5,901 +72%
SFSG
1274
Stearns Financial Services Group
North Carolina
$775K +$18.5K +348 +3%
FBC
1275
Fairfield, Bush & Co
Connecticut
$768K -$11.1K -209 -1%