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Name Holding Trade Value Shares
Change
Change in
Stake
VAS
1851
Valicenti Advisory Services
New York
$210K – – –
BCSB
1852
Bristol County Savings Bank
Massachusetts
$209K – – –
FIAS
1853
FinTrust Investment Advisory Services
South Carolina
$208K +$22.7K +409 +12%
GC
1854
Gratus Capital
Georgia
$207K -$32K -578 -13%
BMC
1855
Benin Management Corp
Connecticut
$207K -$11.5K -208 -5%
AIA
1856
Allied Investment Advisors
Montana
$207K +$213K +3,846 New
NFC
1857
Northeast Financial Consultants
Connecticut
$206K -$442K -7,980 -67%
AAMA
1858
Advanced Asset Management Advisors
Ohio
$206K +$213K +3,835 New
AIM
1859
Advantage Investment Management
Iowa
$205K -$23.8K -429 -10%
IC
1860
InterOcean Capital
Illinois
$204K -$17.4K -314 -8%
SG
1861
Somerset Group
Minnesota
$203K – – –
DAM
1862
Diamant Asset Management
Connecticut
$203K +$209K +3,773 New
4IG
1863
440 Investment Group
Kansas
$201K – – –
GWM
1864
Greenwich Wealth Management
Connecticut
$201K +$5.32K +96 +3%
SAMC
1865
Spectrum Asset Management (California)
California
$201K +$14.1K +255 +7%
TFO
1866
Tarbox Family Office
California
$201K +$33.8K +609 +19%
DWM
1867
Dynasty Wealth Management
Florida
$201K +$207K +3,742 New
OKSA
1868
O'Keefe Stevens Advisory
New York
$200K +$207K +3,733 New
PCM
1869
Poehling Capital Management
Wisconsin
$189K +$195K +3,525 New
VCM
1870
Versant Capital Management
Arizona
$188K +$21.5K +387 +12%
CAC
1871
Certified Advisory Corp
Florida
$184K +$191K +3,443 New
VIMU
1872
Veritas Investment Management (UK)
United Kingdom
$183K -$221K -3,993 -54%
CA
1873
Centerpoint Advisors
Massachusetts
$182K +$188K +3,392 New
HCM
1874
Highlander Capital Management
New Jersey
$179K – – –
LFA
1875
Legacy Financial Advisors
Kentucky
$177K +$183K +3,296 New