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Name Holding Trade Value Shares
Change
Change in
Stake
WFWM
1426
Wechter Feldman Wealth Management
New Jersey
$634K +$661K +11,293 New
OCG
1427
Opus Capital Group
Ohio
$631K -$232K -3,966 -26%
WA
1428
Wealth Architects
California
$630K
AIM
1429
Avity Investment Management
Connecticut
$627K -$55.4K -946 -8%
NFG
1430
Nations Financial Group
Iowa
$627K -$4.45K -76 -0.7%
SC
1431
Schulhoff & Co
Ohio
$627K
OFW
1432
Omnia Family Wealth
Florida
$626K +$647K +11,056 New
IA
1433
Independence Advisors
Pennsylvania
$624K -$164K -2,794 -20%
TIA
1434
Tiemann Investment Advisors
California
$624K -$61.3K -1,048 -9%
HC
1435
Hourglass Capital
Texas
$622K -$104K -1,781 -14%
GLI
1436
Guardian Life Insurance
New York
$622K +$13.1K +223 +2%
CFMC
1437
Curbstone Financial Management Corp
New Hampshire
$616K -$627K -10,710 -49%
LCM
1438
LVM Capital Management
Michigan
$616K -$87K -1,487 -12%
WP
1439
WMS Partners
Maryland
$614K -$25K -428 -4%
BSB
1440
Bangor Savings Bank
Maine
$614K +$20.2K +345 +3%
NL
1441
NWAM LLC
Washington
$612K +$45.7K +781 +8%
HCM
1442
Hall Capital Management
Rhode Island
$611K +$637K +10,889 New
RWA
1443
River Wealth Advisors
Pennsylvania
$603K -$107K -1,823 -15%
CC
1444
Cornerstone Capital
California
$601K
ACP
1445
Aveo Capital Partners
Colorado
$599K +$624K +10,663 New
VNA
1446
Valley National Advisers
Pennsylvania
$596K +$1.52K +26 +0.2%
DMC
1447
Drexel Morgan & Co
Pennsylvania
$593K +$618K +10,554 New
AC
1448
Alexandria Capital
Virginia
$592K -$584K -9,987 -49%
ICM
1449
IMS Capital Management
Oregon
$590K +$67.6K +1,155 +12%
BCM
1450
Barometer Capital Management
Ontario, Canada
$589K +$613K +10,480 New