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Name Holding Trade Value Shares
Change
Change in
Stake
FWM
1501
Focused Wealth Management
New York
$561K -$47.2K -778 -8%
ZAM
1502
Zevin Asset Management
Massachusetts
$561K +$236K +3,892 +73%
SFG
1503
SNS Financial Group
Minnesota
$561K +$562K +9,260 New
RHJA
1504
Rice Hall James & Associates
California
$557K -$14.6K -241 -3%
PWSG
1505
Pacific Wealth Strategies Group
California
$554K +$125K +2,066 +29%
PP
1506
PagnatoKarp Partners
Virginia
$551K +$3.15K +52 +0.6%
SRC
1507
Shufro Rose & Co
New York
$550K
FPFS
1508
First Personal Financial Services
North Carolina
$547K +$80.8K +1,331 +17%
BBI
1509
Baxter Bros Inc
Connecticut
$546K +$61 +1 +0%
BOS
1510
Bank of Stockton
California
$546K +$178K +2,934 +48%
HI
1511
Hendershot Investments
Virginia
$545K -$6.37K -105 -1%
CCB
1512
Cutter & Co Brokerage
Missouri
$544K -$17.5K -288 -3%
BOIA
1513
Bush ODonnell Investment Advisors
Missouri
$544K
SCP
1514
Sandhill Capital Partners
New York
$543K -$203K -3,353 -27%
VST
1515
Van Strum & Towne
California
$543K -$41.3K -680 -7%
WPA
1516
Winning Points Advisors
Florida
$540K
EWM
1517
Endurance Wealth Management
Rhode Island
$539K
HFBOT
1518
Home Federal Bank of Tennessee
Tennessee
$534K -$25.4K -419 -5%
JWA
1519
JFS Wealth Advisors
Pennsylvania
$533K
AB
1520
Atlas Brown
Kentucky
$533K +$849 +14 +0.2%
NEPWA
1521
New England Private Wealth Advisors
Massachusetts
$530K +$5.34K +88 +1%
MKC
1522
M. Kraus & Co
Vermont
$526K -$5.76K -95 -1%
LCM
1523
Lucas Capital Management
New Jersey
$525K +$25.4K +419 +5%
JWBC
1524
J.W. Burns & Co
New York
$524K +$6.37K +105 +1%
DE
1525
Day & Ennis
Georgia
$522K +$15.9K +262 +3%