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Name Holding Trade Value Shares
Change
Change in
Stake
TAM
1001
Tocqueville Asset Management
New York
$520K -$685K -11,910 -59%
TAA
1002
TB Alternative Assets
Cayman Islands
$519K +$477K +8,300 New
AMCA
1003
Arthur M. Cohen & Associates
Illinois
$518K +$402K +6,990 New
WIP
1004
Wellesley Investment Partners
Massachusetts
$516K -$4.31K -75 -0.9%
FNT
1005
First Nebraska Trust
Nebraska
$515K -$46.5K -808 -9%
NL
1006
NWAM LLC
Washington
$514K +$1.21K +21 +0.3%
FIM
1007
Frontier Investment Management
Texas
$509K -$34.5K -600 -7%
GLA
1008
Good Life Advisors
Pennsylvania
$508K +$13.1K +227 +3%
MIH
1009
Meitav Investment House
Israel
$504K +$460K +8,000 New
MCWS
1010
McKinley Carter Wealth Services
West Virginia
$501K +$517 +9 +0.1%
HS
1011
Huntington Steele
Pennsylvania
$498K – – –
UR
1012
USCA RIA
Texas
$498K +$34.6K +601 +8%
BPB
1013
Badgley, Phelps & Bell
Washington
$497K +$60.7K +1,055 +15%
BMM
1014
Buffington Mohr McNeal
Idaho
$494K – – –
APP
1015
Avantax Planning Partners
Iowa
$493K -$167K -2,906 -27%
CAS
1016
Cue Advisory Services
Arizona
$491K -$49.7K -865 -10%
CPO
1017
Cerity Partners OCIO
New York
$488K -$19.5K -340 -4%
FNBOH
1018
First National Bank of Hutchinson
Kansas
$487K -$1.55K -27 -0.3%
MFG
1019
Monte Financial Group
Connecticut
$487K +$448K +7,784 New
IC
1020
Intersect Capital
California
$485K -$9.54K -166 -2%
KJWM
1021
Kiley Juergens Wealth Management
Washington
$484K +$446K +7,751 New
OPTFSNA
1022
Old Point Trust & Financial Services N A
Virginia
$482K – – –
ICM
1023
IMS Capital Management
Oregon
$478K +$18.7K +326 +4%
FAM
1024
Fred Alger Management
New York
$476K -$23M -400,000 -98%
GBT
1025
Grove Bank & Trust
Florida
$475K -$85.2K -1,482 -16%