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Name Holding Trade Value Shares
Change
Change in
Stake
BCP
1001
Berkeley Capital Partners
Georgia
$390K +$39K +691 +10%
KP
1002
Keel Point
Alabama
$390K +$83.8K +1,484 +25%
FPCP
1003
Fort Point Capital Partners
California
$390K +$418K +7,407 New
FHA
1004
First Horizon Advisors
Tennessee
$384K +$5.31K +94 +1%
BWM
1005
Braver Wealth Management
Massachusetts
$378K +$339 +6 +0.1%
SAM
1006
Security Asset Management
New York
$375K -$16.5K -292 -4%
HAG
1007
HighPoint Advisor Group
Illinois
$368K +$25.3K +449 +7%
KFC
1008
Klingenstein Fields & Co
New York
$364K +$390K +6,908 New
ACM
1009
Alta Capital Management
Utah
$363K
BSA
1010
Braun Stacey Associates
New York
$363K +$84.7K +1,500 +28%
BFEC
1011
Benjamin F. Edwards & Company
Missouri
$362K +$139K +2,469 +56%
RIA
1012
RPG Investment Advisory
California
$360K +$27K +479 +8%
NME
1013
Notis-McConarty Edward
$355K -$16.9K -300 -4%
BHIA
1014
Birch Hill Investment Advisors
Massachusetts
$355K +$42.7K +756 +13%
FAG
1015
Financial Advisory Group
Texas
$352K
UBWV
1016
United Bank (West Virginia)
West Virginia
$352K
BL
1017
Balentine LLC
Georgia
$348K +$332K +5,883 +800%
MCM
1018
Mengis Capital Management
Oregon
$346K
SM
1019
Sciencast Management
New Jersey
$345K +$375K +6,651 New
NPC
1020
National Planning Corporation
California
$343K +$114K +2,026 +43%
CC
1021
Cadinha & Co
Hawaii
$342K +$67.3K +1,193 +23%
AssetMark Inc
1022
AssetMark Inc
California
$339K -$68.7K -1,217 -16%
SCA
1023
Salient Capital Advisors
Texas
$339K -$9.88K -175 -3%
NL
1024
NWAM LLC
Washington
$338K +$74.6K +1,322 +26%
HL
1025
HeadInvest LLC
Maine
$338K +$368K +6,526 New