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Name Holding Trade Value Shares
Change
Change in
Stake
TFA
1326
Transamerica Financial Advisors
Florida
$922K -$3.34K -55 -0.4%
DWM
1327
Dorchester Wealth Management
Quebec, Canada
$922K -$3.15K -52 -0.3%
RCA
1328
Rowland Carmichael Advisors
Arizona
$919K -$149K -2,454 -14%
PAM
1329
Peak Asset Management
Colorado
$918K -$45.7K -753 -5%
TBNY
1330
Trustco Bank (New York)
New York
$917K -$9.53K -157 -1%
TPWA
1331
TRUE Private Wealth Advisors
Oregon
$914K -$56.5K -931 -6%
NED
1332
Nancy E. Dempze
$913K +$147K +2,428 +19%
CL
1333
CPWM LLC
Washington
$904K -$257K -4,241 -22%
MHS
1334
M Holdings Securities
Oregon
$904K -$181K -2,976 -17%
SFSG
1335
Stearns Financial Services Group
North Carolina
$904K +$52.7K +868 +6%
ACA
1336
Anchor Capital Advisors
Massachusetts
$902K
VFPI
1337
Vantage Financial Partners (Illinois)
Illinois
$901K +$1.69M +27,798 New
AWM
1338
Altavista Wealth Management
North Carolina
$896K
RC
1339
Randolph Company
Ohio
$895K -$88.1K -1,452 -9%
RA
1340
RFG Advisory
Alabama
$894K +$373K +6,147 +72%
NERM
1341
New England Research & Management
Illinois
$887K -$2.85K -47 -0.3%
BWM
1342
BerganKDV Wealth Management
Minnesota
$886K +$26.8K +442 +3%
MMPW
1343
Mitchell McLeod Pugh & Williams
Alabama
$885K -$51.2K -844 -5%
SCG
1344
Sonata Capital Group
Washington
$884K -$63.5K -1,047 -7%
OAM
1345
Occidental Asset Management
California
$881K +$50.8K +838 +6%
ADBIC
1346
A.D. Beadell Investment Counsel
Wisconsin
$880K
OIA
1347
Optimum Investment Advisors
Illinois
$879K +$31.8K +524 +4%
HIIFS
1348
Harel Insurance Investments & Financial Services
Israel
$878K +$367K +6,046 +70%
BDF
1349
Balasa Dinverno & Foltz
$874K +$15.7K +258 +2%
FCMT
1350
Founders Capital Management (Texas)
Texas
$871K +$872K +14,372 New