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Name Holding Trade Value Shares
Change
Change in
Stake
FA
1401
FMA Advisory
Pennsylvania
$580K -$55.5K -1,976 -9%
CCM
1402
CrestPoint Capital Management
Missouri
$580K +$5.89K +210 +1%
MAA
1403
Mraz Amerine & Associates
California
$578K +$207K +7,378 +56%
MSFP
1404
Mark Sheptoff Financial Planning
Connecticut
$576K -$41.8K -1,490 -7%
BTNA
1405
Bremer Trust National Association
Minnesota
$574K +$260K +9,275 +83%
CC
1406
Cornerstone Capital
California
$570K
SMC
1407
Smith, Moore & Co
Missouri
$568K +$106K +3,785 +23%
LWA
1408
Lenox Wealth Advisors
New York
$563K -$25.7K -915 -4%
ZIG
1409
Zuckerman Investment Group
Illinois
$563K -$8.98K -320 -2%
NC
1410
NewSquare Capital
Pennsylvania
$561K +$63.7K +2,268 +13%
PBT
1411
Pictet Bank & Trust
Bahamas
$556K +$13.3K +474 +2%
NGA
1412
Naples Global Advisors
Florida
$554K +$15K +533 +3%
FCE
1413
Fiera Capital (Europe)
Cayman Islands
$550K
RIA
1414
Regal Investment Advisors
Michigan
$548K +$42.6K +1,518 +8%
DIA
1415
Dean Investment Associates
Ohio
$546K +$17.1K +610 +3%
ANTB
1416
AMG National Trust Bank
Colorado
$544K +$8.56K +305 +2%
TCM
1417
Tufton Capital Management
Maryland
$544K +$8.87K +316 +2%
FIM
1418
Fruth Investment Management
Texas
$543K +$91.2K +3,248 +20%
TBA
1419
Train Babcock Advisors
New York
$536K -$107K -3,821 -17%
HT
1420
HighTower Trust
Texas
$531K -$18.5K -658 -3%
DCM
1421
Donaldson Capital Management
Indiana
$531K +$34.7K +1,236 +7%
ST
1422
Sentinel Trust
Texas
$529K -$5.02K -179 -0.9%
CCA
1423
Conestoga Capital Advisors
Pennsylvania
$527K -$8.87K -316 -2%
NME
1424
Notis-McConarty Edward
$527K
CAM
1425
Chesapeake Asset Management
New York
$524K