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Name Holding Trade Value Shares
Change
Change in
Stake
RG
1476
Rikoon Group
New Mexico
$365K +$343K +3,720 New
MFG
1477
MidWestOne Financial Group
Iowa
$364K -$232K -2,514 -40%
Balentine LLC
1478
Balentine LLC
Georgia
$364K +$199K +2,159 +139%
FSG
1479
Financial Strategies Group
Michigan
$363K – – –
Waverly Advisors
1480
Waverly Advisors
Alabama
$360K +$277 +3 +0.1%
SGK
1481
Steigerwald Gordon & Koch
Virginia
$360K +$13.6K +147 +4%
HC
1482
Hendley & Co
Ohio
$358K -$604K -6,542 -64%
QSS
1483
Quantitative Systematic Strategies
Florida
$358K +$74.2K +804 +28%
CMA
1484
Cedar Mountain Advisors
Oregon
$357K -$1.29K -14 -0.4%
W
1485
Wealthquest
Ohio
$356K +$336K +3,638 New
ABP
1486
Arthur B. Page
$355K +$334K +3,622 New
MSA
1487
Marino Stram & Associates
Massachusetts
$355K +$338K +3,658 New
SIA
1488
Starfire Investment Advisers
Michigan
$353K -$34K -368 -9%
RIA
1489
Realta Investment Advisors
Delaware
$353K -$15.9K -172 -5%
SAM
1490
Strategy Asset Managers
California
$352K +$20.9K +226 +7%
BWP
1491
BSW Wealth Partners
Colorado
$351K +$330K +3,578 New
GHAM
1492
Gilman Hill Asset Management
Connecticut
$346K -$46.1K -500 -12%
ACM
1493
Allred Capital Management
Texas
$345K +$22.2K +241 +7%
IF
1494
Intrua Financial
Texas
$344K +$298K +3,227 New
TAM
1495
Trust Asset Management
Texas
$344K +$324K +3,511 New
Maven Securities
1496
Maven Securities
Jersey
$343K +$40K +433 +14%
YMRC
1497
Yorktown Management & Research Company
Virginia
$343K +$323K +3,500 New
AP
1498
Appleton Partners
Massachusetts
$342K -$18.5K -200 -5%
SAS
1499
Stelac Advisory Services
New York
$342K +$58.9K +638 +22%
GTP
1500
Global Thematic Partners
New York
$340K -$65.6M -710,955 -100%